Typically, the types of bequest gift you might consider are:
- Residuary gift: with this gift you leave a percentage of your estate after other distributions. A residuary gift will keep up with inflation. It is a simple way to give a gift of real value
- Percentage of your estate: allows you to decide what percentage of your total estate you would like to give to Pinnacle. If your estate grows or depreciates over time, your family and friends, or other beneficiaries, will not be disadvantaged by fluctuations
- Pecuniary gift: simply put, this is a fixed sum of money, large or small, that you wish to leave to us
- Specific gift: a specific bequest is the gift of particular items, and could include antiques, jewellery or paintings.
To remember Pinnacle in your will, we recommend:
“I give, free of any relevant duties, charges or taxes [the residue of my estate / % of my whole estate / % of the residue of my estate / the specific sum of $ / list specific items or property details] to The Pinnacle Foundation (ABN 81 127 662 604) of PO Box 990 Potts Point NSW 1335 Australia, absolutely for the general purposes of The Pinnacle Foundation. I direct that a receipt of The Pinnacle Foundation should be a sufficient discharge of my Trustee or Executor.”
We prefer gifts to be of a general nature. If you are considering a gift for a specific purpose, please discuss this with us or your solicitor first to ensure your wishes are fulfilled.
If you plan to leave a bequest to Pinnacle, or have already included the Foundation in your will, please let us know. With your permission, we may recognise you as a legacy supporter. We thank you for your generosity.
For more information or to discuss your gift in will, please contact:
Sean Linkson, Founding Patron, on 0414 279 880 or [email protected] or
Andrew Staite, CEO & Managing Director, on 0411 111 154 or [email protected]