Your Association has recently received a bequest from Graham Cadwallader’s estate. Graham was a great supporter of the Association and he will be remembered for years to come.
Others may also wish to leave a bequest so the following guidelines are provided:
Firstly…share your plans with your family, so they understand your intentions.
Secondly…speak to your solicitor and discuss your options.
There are several different ways you might choose to leave a gift to the Association. For example, you might want to leave the “rest and residue” or what is left after making provision for your loved ones, a percentage of the total amount of your estate or a percentage of the residue. Please discuss these options with your solicitor.
Here are some examples of the kind of wording you could use:
I give to the RNZN Communicators Assn…
The rest and residue of my estate…. or
_______ percent of my estate…. or
_______ percent of the residue of my estate…. or
The sum of $________.
Free of all duties and testamentary expenses for its general purposes and I direct that the receipt of that organisation shall be sufficient discharge to my executors for this bequest.