Gifts In Wills / Bequests
Gifts in Wills are an important part of our fundraising efforts.
“Through the Gift in my Will, Anglicare Victoria will be able to continue providing services to help those disadvantaged children and families that are in real need of care and support.”
– Jenny Disney. Donor, Bequestor and Friend of Anglicare Victoria.
A Gift in your Will, no matter the amount, can make a huge difference.
A Gift in your Will, whether it be a fixed asset, a set amount, or a percentage of your estate, could offer vital support to children and families. Such gifts allow us to continue our essential work across Melbourne and throughout Victoria. They offer a unique way to provide for the causes and ideals that have been important in your life. Through a Gift in your Will, you can ensure that vulnerable children, young people and families will continue to have access to life-changing support and opportunities.
Leaving a Gift in your Will is easy, and anyone can do it.
Our dedicated Gifts in Wills team can talk you through the options, provide suggested wording, and help you realise your hopes and aspirations for your Gift. We always suggest that you talk your decision through with your loved ones, and highly recommend you seek legal advice and financial guidance.
Did you know? If you already have a Will, you may not need to write a new one.
If you already have a Will, but wish to include Anglicare Victoria, you may not need to re-write your Will. Speak to your solicitor about drafting a Codicil, which acts as an amendment to your existing Will. You can also request a copy of our Codicil Instruction Guide from our Gifts in Wills team.
All gifts we receive are immediately invested and used to support our activities and programs. We use all funds solely to benefit the purposes or programs specified in your Will. If you have a specific area of interest that you would like to directly nominate in your Will, please get in touch with Peter in our Gifts in Wills team, to discuss how we can help.
Information sheets and leaflets
Click here for a full list of available resources, and please contact giftsinwills@anglicarevic.org.au if you would like to receive copies of any of our materials.
“A Gift in my Will is a tangible way of leaving something behind so that Anglicare Victoria is fostered. It’s not a huge thing, but it means so much. I indicated to Anglicare Victoria that I had left them a Gift in my Will and was then welcomed into the family and made a Friend of Anglicare. My legacy will mean that those people that Anglicare Victoria serves will be cared for in the future.”
– Leonie. Donor, Bequestor, Friend of Anglicare Victoria.
Gifts in Wills ambassadors
“I have been associated with Anglicare Victoria for many years as their Gifts in Wills Ambassador and I can tell you that leaving a Gift in your Will is a wonderful way to support their great work with disadvantaged Victorian children, young people and young families. They really do make a difference to people’s lives.
A Gift in a Will is a very personal choice of great importance. A Gift in your Will can reflect your beliefs and values well into the future and it is a lasting and meaningful gift to future generations of fellow Victorians.”
– Paul Sheahan AM – Donor, Bequestor, and Friend of Anglicare Victoria
“For over 15 years I have been a member of the Eltham Auxiliary and now the Anglicare Victoria Partnership Group Eltham as well as a “Friend of Anglicare Victoria”.
I have seen from the inside the important work that Anglicare does with the vulnerable children, young adults and young families in our society – many of whom need someone to stand up for their rights.I would like to think that through the Gift in my Will, Anglicare Victoria will be able to continue providing services to help those disadvantaged children and families that are in real need of care and support.
I strongly encourage you to consider a Gift in your Will and help Anglicare Victoria make a real difference to children and young people’s lives.”
– Jenny Disney – Donor, Bequestor, and Friend of Anglicare Victoria
Friends of Anglicare Victoria
Anglicare Victoria is heavily reliant on financial support from the community in providing programs that make a difference to the lives of children, young people and families with whom we work.
Twenty years ago, when Anglicare Victoria was established (1997) through the joining of three long-established and well-respected Anglican child and welfare agencies, its constitution established a support organisation called Friends of Anglicare Victoria, or simply put, “Friends”.
The original role of Friends was to broaden the agency’s fundraising activities, provide volunteers to speak and advocate on our behalf, and nominate some members to the agency’s governing Council.
Anglicare Victoria is very keen to strengthen its relationship with its donors and other supporters. In particular, those donors or persons that have left a Gift in their Will to Anglicare Victoria.
- In 2015 we re-launched our significant supporters’ group, Friends of Anglicare Victoria. This group acknowledges and recognises the special role of key supporters, including those who have chosen to leave a Gift to Anglicare Victoria in their Will. It also seeks to promote transparency and openness between Anglicare Victoria and our supporters.
Membership is entirely voluntary, and upon joining you will receive:
- Invitations to exclusive informative and social events for Friends of Anglicare Victoria;
- Opportunities to meet with Anglicare Victoria Senior Staff at locations across Melbourne and Victoria, to hear first-hand about our programs and developments; and
- A unique lapel pin and Certificate of Appreciation.
We are enormously grateful for the significant and deeply meaningful support of our Friends, and would like to acknowledge their special place in the extended family of Anglicare Victoria.
If you have been kind enough to leave a Gift to Anglicare Victoria in your Will, please consider letting us know so that we can invite you to join the Friends of Anglicare Victoria. This very kind gesture honours us.
Contact
If you would like further information about including a Gift to Anglicare Victoria in your Will please contact our Gifts in Wills team as follows:
- Peter Burt – Direct Phone Line: (03) 9412 6197 (Mon – Thu)
- Peter Burt – Mobile Phone: 0499 002 924 (Mon – Thu)
- Email: giftsinwills@anglicarevic.org.au
Thank you very much for your interest in Anglicare Victoria and for considering including us in your Will.
FAQs
A Gift in Your Will is a unique way to provide for the causes you believe in. It costs you nothing today, and you have complete freedom to change your beneficiaries in the future. You can ensure that your loved ones are looked after, and the values that you live by can be honoured into the future.
Gifts in Wills are an important source of funds for Anglicare Victoria. Many of our essential programs have benefited from the kindness of supporters in this way.
As Victoria’s leading provider of children, youth and family services, we know that strong families are the backbone of a safe and thriving community, and provide the best possible chance of a positive future for both the children and the parents.
Over the last year, more than 1700 staff working out of 93 locations across Victoria, committed to improving the lives of all Victorians.
We provide care for over 1582 children and young people in Out of Home Care.
389 dedicated Anglicare Victoria volunteers provided urgent assistance to 5459 Victorians at 15 emergency relief sites state-wide. You can read our newsletters for more information about our recent activities.
We work with families to build on their natural strengths, ensuring healthier homes and stronger futures for our young people whatever their current circumstance.
All families need help from time to time. Whatever their unique story, we hold respect and understanding at the heart of our care. And whenever we step up, we aim for real and lasting change guided by three pillars: prevent, protect, empower.
Leaving a Gift is easy, and anyone can do it. The two key pieces of information you need are simply our name, Anglicare Victoria, and our ABN: 97 397 067 466. We recommend that you talk to your solicitor, financial advisor or accountant about how to draw up a Will that best reflects your hopes for your estate. We would warmly welcome the opportunity to meet with you in person or by telephone to discuss your wishes, and answer any questions you might have about Gifts in Wills, so please get in touch with Peter our Gift in Will relationship manager at giftsinwills@anglicarevic.org.au
Yes, there are a number of different types of Gifts you can leave, and you can choose whichever best suits your wishes. The most common types are:
- Residue or Residual – After your loved ones have been fully provided for, any remainder of your estate can be left as a Gift in your Will.
- Percentage – A percentage of your estate can be left in your Will as a Gift. There are no rules as to what percentage you choose; typically this ranges from just 2 or 3% to 50 or 75%. It is entirely at your discretion to choose a percentage that reflects your wishes and intentions for your estate.
- Asset – a specific asset, such as real estate, a term investment, or an item of jewellery can be left as a Gift in your Will.
- Specific Monetary Amount – a set cash amount can be left as a Gift in your Will. Often the amount may be chosen to serve a specific purpose.
- Alternatives – You can leave a provision in your Will dictating that if any specific Gift cannot be carried out (for example if the beneficiary has passed away or the organisation ceases to exist) it can be left as a Gift to charity.
- Conditional – You can choose that your estate, or a portion of it, is retained by a loved one for the duration of their lifetime, after which it is passed on as a Gift to charity.
A less common option is known as a ‘living bequest’. This is where you invest a lump sum of money during your lifetime, and the income this generates is donated to charity. This can have certain tax advantages. Please discuss this with your accountant or financial advisor if it is of interest.
If you’d like to discuss making a Gift of any kind in your Will to Anglicare, please get in touch with Peter at giftsinwills@anglicarevic.org.au
Get in touch with Peter from our Gifts in Wills team, should you wish. They’ll be able to provide more information, help with any questions you might have, and discuss your wishes for a Gift in your Will.
We always recommend that you talk to your loved ones about your decision. You are most welcome to include your loved ones in your discussions with our Gifts in Wills team should you wish. It is also suggested that you seek legal and financial advice when drawing up a Will, to ensure that it is officially recognised and accurately reflects your wishes.
Thank you so much! Leaving a Gift to Anglicare Victoria in you Will is an incredibly kind and significant act, for which we are hugely grateful. We’d love to have the chance to thank you personally for your generosity.
We would also like to invite you to join our key supporters’ group, Friends of Anglicare Victoria. This recognises those individuals who play a special role in helping Anglicare Victoria, including by providing for us in their Will. As a Friend, you will have access to a range of exclusive informative and social events, and have the opportunity to meet with senior staff and learn about our work from those who understand it best. You will also receive a special commemorative lapel pin, and a Certificate of Appreciation.
Yes, you can still leave a Gift to Anglicare Victoria if you have already written a Will. You may be able to simply add an additional section, called a ‘codicil’. Ask Peter for a copy of our ‘Codicil Instruction Guide’, and discuss any updates to your Will with your loved ones and your solicitor. You can reach Peter and Helen at giftsinwills@anglicarevic.org.au or by phoning us on 03 9412 6133 and asking for Peter in the Gifts in Wills team.
