Making a will is an important thing to do – it gives you the opportunity to safeguard what is important to you and how you want your assets to be managed.
Including a gift to your favourite community group is one way to continue your support. You may find the following words helpful for inclusion in your will. However, it is important to see your legal advisor before you do so.
For your gift to Rotary Club of Engadine we recommend the following wording for your legal adviser's consideration:
"I GIVE, FREE OF ALL DUTIES AND TAXES
the whole of my estate, or
______% of my estate, or
the residue of my estate (or ___% of the residue of my estate), or
the sum of $ _______, or
my units/shares in ___________________ Trust/Ltd, or
my real property situated at [insert street address] having the title
to Rotary Club of Engadine, ABN 75141211495
PO Box 54
ENGADINE NSW 2233
The receipt of the treasurer, secretary or public officer for the time being
of is an absolute discharge to my executor."