Bequests

Many people care deeply about the welfare of lost and abandoned companion animals. The Animal Welfare League (AWL) offers shelter and a second chance at happiness for thousands of unwanted cats, dogs, puppies and kittens.

The AWL’s work is crucial for both people and animals alike, and as a not-for-profit organisation that receives no direct Government funding, we rely on the support of caring individuals to provide essential financial support now and in the future.

One way you can help is to leave a bequest for the AWL in your will.

A bequest is when you make a gift of your personal property to a named person or organisation in your will you can do this in the following ways:

 

A Sum of Money  

You may wish to give a sum of money to the AWL.   However, the amount may reduce in value over time.  For example, $10,000.00 may not be worth as much in 20 years’ time.  You can include a clause to provide that the sum of money is to be adjusted to reflect the Consumer Price Index (CPI). 

A suitable suggestion for this type of clause is:

“I give [insert amount e.g. $10,000.00] to The Animal Welfare League of South Australia Incorporated of 1-19 Cormack Road Wingfield South Australia (ABN 11 397 137 539).

The receipt of the chief executive officer, treasurer, secretary or public officer for the time being of the Animal Welfare League is a sufficient discharge to my executors in respect of this gift.”

If you wish for the amount to be adjusted to reflect the CPI, you should then include:

“the amount referred to in paragraph [insert paragraph number] is to be adjusted for inflation from the date of this will to the date of my death according to the movement of the CPI between those two dates.”

 

A Specific Gift

You may wish to gift a specific item from your estate to the AWL.  This may include a piece of property, specific shares or a personal item.  However, if that asset does not form part of your estate on your death, it cannot be gifted to the AWL.

A suitable suggestion for this type of clause is:

“I give [clearly describe the item e.g. my property located at 123 Smith Street, Adelaide in the State of South Australia Certificate of Title Register Book Volume 1234 Folio 567] to The Animal Welfare League of South Australia Incorporated of 1-19 Cormack Road Wingfield South Australia (ABN 11 397 137 539).

The receipt of the chief executive officer, treasurer, secretary or public officer for the time being of the Animal Welfare League is a sufficient discharge to my executors in respect of this gift”

 

The Residue of your Estate

Once you have made provision for your family and after payment of your debts, funeral or testamentary expenses, you may wish to gift the whole of the residue of your estate to the AWL.

A suitable suggestion for this type of clause is:

“I give the whole of the residue of my estate to The Animal Welfare League of South Australia Incorporated of 1-19 Cormack Road Wingfield South Australia (ABN 11 397 137 539).

The receipt of the chief executive officer, treasurer, secretary or public officer for the time being of the Animal Welfare League is a sufficient discharge to my executors in respect of this gift”

 

A Portion of the Residue of your Estate


Once you have made provision for your family and after payment of your debts, funeral or testamentary expenses, you may wish to gift a portion of the residue of your estate to the AWL.

A suitable suggestion for this type of clause is:

“I give [insert amount e.g. 50%] of the residue of my estate to The Animal Welfare League of South Australia Incorporated of 1-19 Cormack Road Wingfield South Australia (ABN 11 397 137 539).

The receipt of the chief executive officer, treasurer, secretary or public officer for the time being of the Animal Welfare League is a sufficient discharge to my executors in respect of this gift”

 

Your Pets and Companion Animals

The AWL provides for the care of pets, through foster homes, where the owners are no longer able to suitably care for the animal and who are prepared to make a financial donation to the AWL. Persons wishing the AWL to accept responsibility of the care of their pet following the death of such persons are required to make provision by way of a bequest and authority for the AWL to exercise such care by way of a clause in their Will. This means that your pet becomes the sole responsibility of the AWL.

A suitable suggestion for this type of clause is:

“I wish to give my [describe pet(s)/companion animal(s)] and the sum of [insert amount i.e. $20,000.00] to The Animal Welfare League of South Australia Incorporated of 1-19 Cormack Road Wingfield South Australia (ABN 11 397 137 539) and I express the hope, but without imposing any trust or binding obligation on The Animal Welfare League of South Australia Incorporated of 1-19 Cormack Road Wingfield South Australia (ABN 11 397 137 539) that by accepting this gift that they will look after [describe pet(s)/companion animal(s)].

The receipt of the chief executive officer, treasurer, secretary or public officer for the time being is a sufficient discharge to my executors who are not bound to see the application thereof”.

You should discuss the various types of bequests with your solicitor who can ensure the correct clause is entered into your will.

For more information on making a valuable bequest call the Animal Welfare League on (08) 8348 1327.