Q: What organisation is behind the Include a Charity campaign?
A: Include a Charity is managed by Fundraising Institute Australia and promoted on behalf of our campaign supporters – over a hundred of Australia’s favourite charities.
Q: What is the purpose of the Include a Charity campaign?
A: To raise the profile of charitable gifts in Wills, to highlight their importance to charities and their work, and to initiate conversations about the legacy we can leave our society and future generations. The ultimate goal is to increase the number of people who leave a charitable gift in their Will.
Q: I’m a professional Will writer – what can I do to help?
A: The single most significant factor that has helped to increase the incidence of charitable gifts in Wills in the UK and the USA is the mention of charities by a solicitor at the time a Will is being prepared.An example prompt to initiate a conversation is “Many people make provisions in their Wills to help the charities or causes they have supported over the years, after they have provided for their families and loved ones. Is this something you would consider?”
Q: What type of charitable gift can my client leave in their Will?
A: There are four main types: residual, pecuniary or specific, percentage or fractional or whole estate
Q: What information about the beneficiary charity must be included in the Will?
A: Correct legal name; ABN number; Deductible Gift Recipient (DGR) status.
Q: Must I notify the beneficiary charity about a gift in a Will?
A: No. But letting the nominated charity know (with your client’s permission) will enable the charity to involve your client further in their work (for example, visits to facilities or invitations to events with like-minded donors) and discuss how they may wish to be acknowledged.