A gift in your Will to the National Trust will transform lives of all ages through their special encounters and connection with places that matter, and ensure the future success of the Trust.

Have you ever wondered how a special connection with the National Trust can help to transform someone’s life?

Barbara Gole was passionate about early Australian history, particularly early colonial history and architecture. She loved to visit historic gardens and learn about the struggles of the early settlers. In particular she admired the strong spirit and bravery of the women who endured such harsh conditions. Once Barbara’s family had grown and she retired, Barbara was delighted to join the National Trust’s historic houses tours and used this opportunity to build a new life for herself, making many new friends. As a committed supporter, Barbara served the National Trust for many, many years and sadly she passed away at the age of 93.

In honour of her passing, Barbara’s daughter gave two gifts to the National Trust. The first was for a specific building restoration project in Riversdale, and the other was to support the ongoing vital work of the organisation.

“I knew my mother would like the idea of helping preserve a small slice of Australia’s colonial past as well as being part of the long tern support for the excellent work the National Trust achieves,” said Jenny, Barbara Gole’s daughter.

 

Your gift can transform someone’s life

A gift in your Will is the greatest commitment that you can make to help all Australians recognise the significance of our cultural, environmental and built heritage.

In fact, did you know that two out of every three National Trust heritage properties and community sites have been made available thanks to people like you, who have left a bequest to National Trust of Australia (NSW) in their Will?

Each year, the Trust receives minimal government funding and is reliant upon the generous contributions of people like you to raise the addition two million dollars required to adequately sustain our statewide operations.

A bequest, or gift by Will, is the greatest commitment that you can make to support the National Trust’s vital work in advocacy, conservation and education. Every gift, no matter what the size, is welcome and greatly valued because it ensures that the vital care for our precious properties and collections including furnishings, costumes, artworks, documents and other objects of immeasurable historical and cultural significance are kept for future generations to enjoy.

Over the years, these types of gifts have helped thousands of Australians to make local connections and discover more about our nation’s rich cultural, environmental and built heritage at the National Trust.

A charitable bequest can take a variety of forms, including:

  • Residue: The remainder of your estate after specific gifts have been made.
  • Percentage: This can be a percentage of the residue of our 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.

We recommend you take the time to discuss your wishes with family and loved ones.

 

Correct wording for a gift to the National Trust of Australia (NSW)

It is important to use the correct wording to ensure your gift is received by the National Trust of Australia (NSW).

The following is a guide:

“I GIVE to THE NATIONAL TRUST OF AUSTRALIA (NSW) ABN 82 491 958 802, for its general purposes and free of all duties and testamentary expenses for its general purposes,

(a) The whole (or x%) the residue of my Estate; OR

(b) The sum $; OR

(c) (details of specific assets e.g. shares, life insurance policy, real estate and objects)

for which an official receipt of the Trust will be a sufficient discharge of my executor.”

Alternatively, you may wish to stipulate that your gift is to be applied to a specific purpose or to the Trust’s Foundation, to support future works.

 

National Trust of Australia (NSW) – Heritage Foundation

The National Trust of Australia (NSW) Heritage Foundation provides the opportunity to build a sustainable future. The Foundation was established for the purpose of creating a significant, secure fund to allow the National Trust of NSW to carry out its mission and vision of preserving and conserving our state’s natural, built and cultural heritage.

National Trust donations received via the Heritage Foundation, will be freed up to support heritage education programs and conservation projects to maintain the National Trust’s resources and independent voice long into the future.

 

Inform us of your gift and join the National Trust’s Bequest Circle

We would love to know that you have included the National Trust in your Will so that we can discuss any wishes you may have and invite you to join our new Bequest Circle program so that you can meet others who are committed to conserving our nation’s heritage for future generations and so that you can discover more about the significant progress being made by the National Trust.

You can let us know by contacting our Director of Bequests on (02) 9258 0156 or feedback@nationaltrust.com.au.

 

 

 

A bequest is one of the most effective ways in which you can help to ensure the future success of the Trust.

Interested in making a Bequest?

Contact our Bequests Manager

GPO BOX 518, SYDNEY NSW 2001

bequests@nationaltrust.com.au

(02) 9258 0156

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