The importance of getting it right. 

Often beneficiaries of an estate are relatives, but a charity or association can also be included as a beneficiary.

Leaving a gift to a charity or association on your death can provide a lasting legacy and support to that charity or association. It is important that the correct wording is used to ensure the gift reaches its intended recipient.

The charity must be named correctly and be able to be identified. It is important to also make sure that the charity or association can receive gifts.

The form of the gift, for example a cash gift or a gift of an asset needs to be determined and any related tax implications must be considered.

An appropriate substitute charity or association should also be noted in the event the named charity no longer exists at the time of death.

If an appropriate substitution clause is not included in your will, then there is a risk that the gift will fail or a complicated application to the Court or Attorney General may be required to determine an appropriate substitute charity.

Rudall & Rudall Lawyers have an experienced team of lawyers in Gawler, Tanunda and Adelaide to assist you. Please Call us on 8523 8400 (Gawler) 8523 8444 (Tanunda) or 8211 6500 (Adelaide) to arrange an obligation free first appointment, or alternatively send an email to legal@rudalls.com.au and we will contact you.