Bequests
Making a bequest to your local hospital through your estate is a wonderful way of making a significant gift to an organisation providing vital health care to your community.
Of course, your immediate family should always be the first ones you consider when dividing up your estate, but setting aside some money for your local hospital is easy to do.
Talk to you solicitor or trustee company. Take our bequest brochure to your meeting with them. It has helpful information.
Bequest to a charity - Monash Health Foundation
Suggested wording for a bequest
To leave a share of your estate or your entire estate
I …………………………….. bequeath to [insert name of service, for example: Monash Medical Centre Clayton, a member of Southern Health in the State of Victoria], [insert the share you wish to leave for example “25% of my estate” or “whole of my estate”], free of all duties for which the written acknowledgement of the Chief Executive Officer shall be sufficient discharge.
If Southern Health ceases to exist, this legacy shall not fail but executors shall pay it to the charitable organisation which they consider most nearly fulfils the object I intend to benefit.
To leave a specific sum of money
I …………………………….. bequeath to [insert name of service, for example: Monash Medical Centre Clayton, a member of Southern Health in the State of Victoria], [insert the sum you wish to leave ], free of all duties for which the written acknowledgement of the Chief Executive Officer shall be sufficient discharge.
If Southern Health ceases to exist, this legacy shall not fail but executors shall pay it to the charitable organisation which they consider most nearly fulfils the object I intend to benefit.
To leave a specific bequest
I …………………………….. bequeath to [insert name of service, for example: Monash Medical Centre Clayton, a member of Southern Health in the State of Victoria], [Insert the address of the property / details of shares, life insurance policies, bank accounts or the assets], free of all duties for which the written acknowledgement of the Chief Executive Officer shall be sufficient discharge.
If Southern Health ceases to exist, this legacy shall not fail but executors shall pay it to the charitable organisation which they consider most nearly fulfils the object I intend to benefit. .
To leave a remaining (residual) amount
After specific bequests are written, insert :
I …………………………….. bequeath to [insert name of service, for example: Monash Medical Centre Clayton, a member of Southern Health in the State of Victoria], [“the residue of my estate” or the percentage for example “50%” of the residue of my estate”], free of all duties for which the written acknowledgement of the Chief Executive Officer shall be sufficient discharge.
If Southern Health ceases to exist, this legacy shall not fail but executors shall pay it to the charitable organisation which they consider most nearly fulfils the object I intend to benefit. . .
To leave an alternative gift
Sometimes a nominated beneficiary may predecease the person for whom the will is written, or be unwilling to accept the specific bequest. In this instance, it is possible to redirect the bequest to another beneficiary. To make an alternative gift simply precede the above general wording with the following clause:
“Should any or one of my beneficiaries predecease me or be unable or unwilling to accept my bequest, I give that portion to [insert name of Southern Health Service, for example Dandenong Hospital].
To leave a bequest for a specific purpose
(For example patient care and treatment, research, education)
Insert the words “to be used for the purposes of” state the purpose, location/unit or service to benefit.
For example: to be used to for the purpose of acquiring medical equipment for the treatment and care of patients in the Monash Medical Centre’s Intensive Care Unit.
More information on bequests
If you would like to discuss how you can help one of our vital public health care services through your Will, please phone the Fundraising Department at Southern Health on 03 9594 2700. All communication will be held in strictest confidence.Request a free copy of our Bequest Brochure or tool kit
E: fundraising
