Your Will, Your Way: Planning a Charitable Legacy with Funera Sydney

Your Will, Your Way: Planning a Charitable Legacy with Funera Sydney

At Funera Sydney, we understand that many Australians wish to leave a lasting legacy by donating to charitable causes in their will. As you plan your estate, consider a gift to support the organisations and issues you're most passionate about beyond your lifetime.
Leaving a Lasting Legacy: Donating to Charity in Your Will

A charitable bequest specifically involves donating part or all of your estate to a charitable organisation or cause.
What Exactly is a Charitable Bequest?

A bequest is an item or portion of your estate that you intend to gift to a specific beneficiary after your passing, as outlined in your will. Bequests are typically either:
  • Specific - such as a certain sum of money, a particular property, or certain personal belongings
  • General - like your entire remaining estate after other bequests
How to Donate to Charity When Writing Your Will

Follow these key steps:
  1. Choose a charitable organisation or cause to receive your gift
  2. Contact them to obtain correct legal name, address, and ABN details
  3. Decide whether you'll make a specific or general charitable bequest
  4. Clearly identify the charity and gift details when writing your will
  5. Inform your executor of your philanthropic wishes
Get the Wording Exact to Ensure Your Donation Reaches Your Charity

Use the charity's precise legal name and ABN when identifying them in your will. This guarantees your gift is received as intended after you're gone.
  • For a specific cash amount, you may state: "I gift CHARITY NAME $X for general purposes."
  • To gift a percentage of your total estate, state: "I gift CHARITY NAME x% of my residual estate."
Honouring Your Legacy

The caring funeral directors at Funera Sydney can provide guidance on wills, prepaid funerals, estate planning, and charitable donations. We listen deeply and craft custom affordable funeral services in Sydney to honour each life lived. Legacy gifting provides comfort knowing your values continue inspiring good beyond your time here. Please reach out if we can assist with realising your philanthropic goals while planning your estate.
Create a Lasting Legacy Through Your Estate

With careful estate planning, you can leave a charitable legacy to causes you truly care about - creating positive change that lasts beyond your lifetime. Please contact us at Funera Sydney for guidance on wills, estate planning, and charitable donations.
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