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Gifts in wills are important to Brightwater

Gifts in wills are important to Brightwater. 

But we also know they are important to you.

Leaving a Gift in your Will is a powerful way to say thank you, and we all have a deep need to do that.

Brightwater gratefully accepts these heartfelt gifts on behalf of our current and future clients and residents who are carving out a fulfilling life as they age, or learning to cope with new challenges like dementia, Acquired Brain Injury and Huntington’s Disease.

Life’s possibilities -

100 per cent of your donation helps clients and residents of all ages enjoy a better quality of life by experiencing some of the possibilities – big and small - we take for granted.

Like fish and chips at the beach, a chance to reduce isolation by reuniting with family who live far away, plants and tools to create a simple garden, equipment to make daily life more comfortable or just being able to give that special someone a bunch of flowers or take them out to dinner and a movie.

Research -

Your gift also helps us incorporate research and new technology into the design and delivery of services that better meet customer needs.

Future funds –

This fund holds revenue that has not been committed to a specific purpose but supports initiatives around service innovation, development and investment.

What will your legacy be?

Talking about your Last Will and Testament is not easy, so it’s a rare conversation.

After all, a Will contains your final legal instructions, fully revealed only after you are gone, when much sadness remains.

But a Will is something you dedicate much thought to; what legacy and role-model will you leave? What will your final impact be?

For most, it involves remembering children and other family members. For many it also means leaving a bequest, or monetary Gift, to honour and support a special cause - to ‘pay it forward’.

If saying thanks by helping improve the quality of life of Brightwater clients and residents as a Gift in your Will means a lot to you, we understand why.

From the bottom of all our Brightwater hearts, we are deeply grateful for your thoughtfulness.

If you have any questions please contact Jenni Dakic on 9202 2820 or via email on jenni.dakic@brightwatergroup.com

 

 

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How to leave a gift in your Will

How to leave a gift in your Will?

If you are considering leaving a gift to Brightwater Care Group in your Will, we would love to talk to you, discuss some of the options available and hear about the areas of our work you would like to support.

We appreciate family and loved ones should always come first.

We believe it is an important step to talk to family and loved ones about your Will – communication will ensure your final wishes are carried out. We also understand that circumstances change and respect your decision to alter your Will at any time.

 

Step 1. Make or update your Will

 

+ I'm using a Solicitor

If you need to make a Will, it is best to consult a solicitor who is experienced in Wills and estates. The cost to do this varies significantly, don’t be shy to shop around and get an estimate of fees up front.

Use the pdf Will Checklist (322 KB)  to prepare how you would like your Will to be structured. It includes some important questions to ask your solicitor and the correct wording to include a gift to Brightwater Care Group if that is your wish.

+ I'm doing my own Will

Below is the most effective wording to include a bequest to Brightwater Care Group in your Will. Please take this with you when you visit your solicitor.

Please note this is not legal advice and is totally at your discretion, although we suggest using this type of wording for maximum clarity.

“I give, free of all duties and taxes *____ to Brightwater Care Group (ABN 23 445 460 050 and ACN 612 921 632) of 355 Scarborough Beach Road, Osborne Park  WA  6017 for its general purposes. An authorised receipt from Brightwater Care Group will be a sufficient discharge for the executor(s) or trustee.”

*insert either:

  • The whole (or …%) of the residue of my estate.
  • The whole (or … %) of my estate.
  • The sum of $ (amount).
  • (Details of a particular asset — such as shares or property).

If you would like your bequest to go towards a specific area of our work, please call Jenni Dakic on 9202 2820 before you see your solicitor.

We’d love to hear if you’ve chosen to include us in your Will — but you don’t have to tell us. If you do choose to let us know, we’d really just like to say thank you.

 

Step 2. Decide your gift 

Leaving a gift in your Will is one of the most valuable and lasting ways you can support Brightwater Care Group. There are a number of different ways you can remember Brightwater Care Group in your Will, depending on your circumstances.

Share of your estate, also known as a residuary gift. The residue of your estate is what remains of the estate once all your loved ones and charges have been paid. A residuary gift could be a percentage or the whole of the residue of your estate.

Fixed sum of money, also known as a pecuniary gift. This is when you leave an exact sum of money to us. It may be of interest to note that the value of this will decrease over time with inflation.

A specific gift. You may wish to leave us a particular item (known as a specific bequest), which can be sold to support our work. It could be property or an item of value such as real estate, art or a piece of jewellery.

 

Step 3. Notify loved ones and Brightwater Care Group

We believe that it is an important step to talk to family and loved ones about your Will. Communication will ensure your final wishes are carried out. Let your family know that an enduring gift to Brightwater Care Group is important to you and advise any executors and guardians of your wishes.

We ask that you consider contacting us to let us know of your intended gift. To notify us please fill out this simple form or call us on 9202 2820.

 

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Gifts in Wills FAQ's

Please note that this is general information only and may not address your particular personal circumstances.  It also does not constitute legal advice.  Please ensure you seek the appropriate independent advice.

Other questions?

If you have any other questions, we would like to hear from you.  Please contact Jenni Dakic on 9202 2820 or via email jenni.dakic@brightwatergroup.com

 

Why is having a Will so important?

Without a Will, your assets will be distributed according to the state law. By having a Will you can ensure that your assets are distributed in accordance with your wishes so your loved ones and charities of choice are provided for.

How do I include a bequest in my Will?

Please see the page Wording for my Will for details on the different options for including a bequest in your Will and suggested wording.  We recommend that you consult a solicitor when preparing your Will.

What can I leave as a bequest?

A bequest is a gift left in your Will.  A financial gift will help us make the greatest impact on the lives of residents at Brightwater Care Group.  You can leave this as a specified amount in your Will or as a residuary gift, such as a percentage of your estate or the remainder of your estate once your loved ones have been taken care of. 

You can also make a bequest in the form of shares, property or material gifts.  We suggest speaking to a solicitor who can guide you in the most suitable bequest for your circumstances.

Can I leave conditions about how the bequest is used?

Leaving a general gift enables us to direct your generous support to the area of greatest need at that time.  If you would like to direct your gift to a specific program or region, please let us know.

Do I need to let Brightwater Care Group know about my bequest intentions?

While it is not necessary, we do appreciate it when our supporters let us know about their intended bequest.  This helps us plan for the future and gives us the opportunity to pass on our thanks for your generosity.  You can do this using the attached form, or by calling us on 9202 2820.

Should I tell my loved ones of my intentions?

This is a personal decision for you to make, but we do suggest letting your family know of your wishes ahead of time. Please rest assured that all information about your bequest will be treated confidentially by Brightwater Care Group.

 

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Gifts in Wills

Talking about your Will is not easy, so it's a precious conversation.  

After all, a Will contains your final legal instructions, fully revealed only after you are gone, when much sadness remains.

But a Will is something you dedicate much thought to; what legacy and role-model will you leave? What will your final impact be?

For most, it involves remembering children and other family members. For many it also means leaving a bequest, or monetary gift, to honour and support a cause - to 'pay it forward'.

If saying thanks by helping improve the quality of life of Brightwater clients and residents as a gift in your Will means a lot to you, we understand why.

From the bottom of all our Brightwater hearts, we are deeply grateful for your thoughtfulness.

For more information please send us an email or call (08) 9202 2820. By registering your interest, we will send you a bequest information pack in the mail.

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