How to include Beyond Blue in your Will

The first thing to do is make sure your family and friends are looked after. Then, you may want to consider leaving a gift to Beyond Blue. Next, we advise you to visit a solicitor to have your Will professionally written, or you can use an online option if you prefer.
 

Steps to simplify the process for you

  1. Make a list of everything you own

    Include your property, investments and any debts. This will help you calculate the value of your estates.

  2. Decide who you’d like to give to

    This may include members of your family, close friends or charities you want to remember in your Will. Many people choose to leave a residuary legacy to Beyond Blue, as this ensures family is provided for first.

  3. Decide who you want to name as executor of your Will

    These are people named in your Will who you want to be responsible for making sure your wishes are carried out.

  4. Consider how you would like to include Beyond Blue in your Will

    What type of gift you’d like to leave (see Types of Gift below)

Types of Gift

There are many ways you can include a legacy to Beyond Blue in your Will. Whichever way you choose will make a huge difference to the over three million people in Australia currently experiencing a mental health condition, along with their family, friends and loved ones.

Residual gift

A residual gift is a portion of your estate, or the balance remaining after loved ones and expenses are provided for.

This is the gift type is reflects your intention at the time that you draw up your Will and should not decrease in value over time, as it automatically adjusts to changes in the value of your estate.

Percentage gift

A percentage bequest is a nominated percentage of your estate. This too will adjust its value over time as the value of your estate changes.

Specified items of value

Anything of value, such as property, shares, jewellery or works of art, may be specifically named in your Will and given directly to Beyond Blue.

Specified amount of money

This type of gift is sometimes called a pecuniary legacy. A pecuniary legacy allows you to nominate a specific amount of money to be left to Beyond Blue.

Changing your existing Will

If you already have a Will, the most cost-effective way to include a gift to Beyond Blue is by adding a codicil – a short legal amendment, to your Will.

Please check with your solicitor to see if the codicil is appropriate for the changes you wish to make.

Get in touch

If you have any other questions or would like to speak to someone at Beyond Blue, please get in touch with us.

Phone: 03 9892 6985
Email: giftsinwill@beyondblue.org.au

Alternatively, write to us at the address below:

Gifts in Will Manager
Beyond Blue
GPO Box 1883
Melbourne VIC 3001

 

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Beyond Blue is registered as a charity with the Australian Charities and Not-for-profits Commission (ACNC). Eligible tax-deductible donations have Deductible Gift Recipient (DGR) status with the Australian Tax Office.

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