Leaving a gift in your Will is a powerful way to leave a lasting legacy for the places you love.

Any gift, no matter how big or small, ensures the future of the National Trust’s conservation and advocacy work and extends the impact of your giving beyond your lifetime.

Unrestricted gifts in Wills are especially valuable as they enable us to use your bequest where the need is greatest. If you prefer, you can choose to leave your gift to the place that matters most to you.

If you are considering making a bequest to the National Trust, we would love to hear from you so that we can assist with any information you need and to thank you personally.

‘As a young girl, my family would regularly visit National Trust properties. Some of my fondest memories are of times spend there with my mother and father, and siblings.’  Anne, on why she chose to leave a gift to the National Trust (NSW) in her Will.

 

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Frequently asked questions

Leaving a gift in your Will to the National Trust is a significant decision. To help make it easier for you, here are answers to some frequently asked questions.

Who can I talk to about leaving a gift to the National Trust?

We are happy to assist you with any questions you may have. Please call us on (02) 9258 0154 during office hours or send an enquiry online.

How do I make a Will?

We always recommend using a qualified solicitor to make a new Will or to amend an existing one.

What information do I need to include?

When leaving a gift in your Will to the National Trust please include the following information:

Our full legal name: National Trust of Australia (NSW)

Our address: The National Trust Centre, Upper Fort Street, Millers Point, Sydney, 2000

Our ABN: 82 491 958 802

What ways can I leave a gift to the National Trust in my Will?

A charitable bequest to the National Trust can take a variety of forms. These include:

  • Residue – the remainder of your estate after other commitments have been settled.
  • Percentage – this can be a percentage of the residue of your estate or a percentage of your entire estate.
  • Asset – This could include real estate, shares, bonds or other articles of value.
  • Pecuniary gift – A cash amount. You may consider including an adjustment to account for inflation.

Can you suggest some wording for me?

Thank you for contacting us about your wish to leave a gift in your will to the National Trust (NSW). A legacy for the National Trust can be expressed in a variety of ways including:

A general bequest

This is a bequest which allows us to direct funds where they can be most effective. You may choose to use the following language:

“I give, devise and bequeath <please include one or a combination of the following>:
i. X% of my estate
ii. The rest and residue of my estate
iii. Specific $ amount
iv. An asset such as shares, bonds or real estate.

…to the National Trust of Australia (NSW) (ABN 82 491 958 802) to be applied for the purposes of the Trust in such a manner as the Trust may determine in its discretion, and I direct that a receipt from the Trust shall be a sufficient discharge for such a gift.”

A specific request

If you have a specific intention in mind for your bequest, this should be stated in your Will. If this is the case, please let us know.

Annie Wyatt Bequest Circle

Supporters who let us know of their intention to leave a bequest are invited to join the Annie Wyatt Bequest Circle where they can connect with like-minded members and enjoy a closer involvement with the National Trust.

Thank you

The National Trust is grateful for all the support it receives from people whose generosity helps secure the future. If you are considering leaving a gift in your Will and would like to let us know, we’d love to hear from you and thank you personally.

For confidential enquiries or further information, please contact:

Lorelle Yee

Philanthropy Manager

(02) 9258 0154

lyee@nationaltrust.com.au

A bequest is one of the most effective ways in which you can help ensure a lasting legacy.

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