By introducing the idea of bequests to your clients you’ll be helping to change the culture of bequest giving in Australia. Over time this will have a significant and lasting impact on everyone in our community.
Charities rely heavily on bequests to remain viable. And the overall impact this kind of giving has on the community is enormous. Thanks to the generosity of people including a charity in their will, more Australians now survive serious illness, have improved health and wellbeing, and have more support in times of crisis.
Include A Charity isn’t about persuading you to promote one charity over another. It’s a campaign designed to highlight the overall importance of bequests, and help people see them as a normal consideration when making a will.
When meeting with a client, please ask them to consider leaving a gift to a charity in their will after they’ve considered their families.
For more information on Include A Charity, contact projectmanager@includeacharity.com.au or call 02 9479 7244..
Testimonials
Legal professional
"It seems like a personal question to ask but in my experience no-one minds. You also get a sense of real satisfaction from people when they have done something as significant as leaving money for those in need.
"I have had solicitors say to me that they are often uncomfortable about leading their clients to include charities in their wills. There is a tendency to wait for clients to make the suggestion themselves. My view is that in order to professionally complete an estate planning or will writing engagement, solicitors must be asking their clients about their charitable intentions and community accountability."
Michael Perkins, Estate Planning specialist and author
Client
"I was glad my solicitor asked me whether I had considered leaving a gift to charity in my will. My sister-in-law recently died and it hadn’t occurred to me to think about a bequest. My family won’t miss the money and I feel good about doing that."
Rosemary, Sydney
