Drawing a Will with your solicitor and executor

Gifting and Australian laws related to donations to charities are state-specific. It is important that you consult a solicitor before making a bequest to ensure you receive guidance that enables your wishes to be fulfilled correctly.

The National Trust is a national organisation, with operations specific to each state and territory across Australia. In each state, the National Trust has a specific Australian Business Number and it is important to use the correct wording to ensure your donation is received correctly.

 

The following general wording can be used as the basis for a gift to the National Trust in your Will.

“I give to the National Trust of Australia (WA) ABN 83 697 381 616 (insert the details of your gift)
and I direct that the receipt of the CEO of the National Trust of Australia (WA) will be sufficient discharge to my Executor/Trustee.”

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  1. Unspecified
    “I give to the National Trust of Australia (WA) the sum of $_______ (or stated fraction)  to be used for its general purposes and the receipt of the Chief Executive Officer of that organisation will be sufficient discharge to my Executor/Trustee”

 

  1. Specified
    “I give to the National Trust of Australia (WA) the sum of $______ (or stated fraction) to be used for the purposes of (name specific purpose, for example, conservation of a place or collection or support for an educational program) and the receipt of the Chief Executive Officer of that organisation will be sufficient discharge to my Executor/Trustee”

 

  1. Residuary Gift in Will
    ” I give to the National Trust of Australia (WA) for its general purposes (or name specific purpose) all (or stated fraction) of the rest, residue, and remainder of my estate whether real or personal and the receipt of the Chief Executive Officer of that organisation will be sufficient discharge to my Executor/Trustee”

Phone:(08) 9321 6088
Fax: (08) 9321 1571

For more information, please call Chief Executive Officer, Julian Donaldson, on (08) 9321 6088.

Preparing your Will online

Safewill is Australia’s leading digital will writing platform. They can make Will writing easy and more affordable by providing a safe platform for you to write your own Will, with step-by-step guidelines that ask all the right questions. Every Will that is written online is reviewed by a solicitor to make it legally valid.

Safewill provides an easy process for you to create, update and access your Will — all in one place and in the comfort of your own home.

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Get started with Safewill

As a National Trust supporter, you will receive a 20 per cent discount on the price of writing an online Will through Safewill, costing just $128 (usually $160).

Visit the Safewill website to get started

Leaving a lasting legacy to heritage

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Bequests in your Will

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Leaving a gift to the National Trust

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