How to leave a gift?
We know this is a big decision for you and those you care for. When preparing your Will, we recommend you seek the assistance of your
family solicitor or a trustee company (such as the Public Trust or Perpetual Guardian Trust), to ensure your wishes are properly
recorded. You will also need to tell them what kind of gift you would like to make. There are a variety of ways to leave a bequest to
De Paul House, depending on what suits you best:
Residuary Bequest – here you make a gift to De Paul House of what is left over or a percentage thereof (the
residue) in your estate after all expenses and debts have been settled and your loved ones have been provided for
Pecuniary Bequest – this means a specified sum of money in your Will is gifted to De Paul House.
Specified Bequest – this is where a particular item of value (for example stocks and shares, property or
works of art) is gifted to De Paul House in your Will.
Our legal advisors recommend the wording below, that can be added to your Will by your lawyer or Public Trust, depending on who holds
I GIVE AND BEQUEATH the sum of $_______ to the trustees for the time being of the DE PAUL HOUSE CHARITABLE TRUST (Registered
Charity CC49019) to be applied toward the general purposes of the Trust [or provide specific details for application of bequest] AND I
DIRECT that the receipt of an authorised officer of the Trust shall be full and sufficient discharge to my Trustees.