Gifts in Wills: Common questions about bequests

There are many kinds of bequests you can make, including: 

• A percentage or share of your estate (residual bequest) 
• A specific sum of money (pecuniary bequest) 
• Property 
• Shares 
• The whole of your estate. 

• Are simple. You don’t know what your final estate will contain, but a percentage gives you peace of mind. 
• Automatically adjust to changes in your estate’s value 
• Allow you to take care of your loved ones first. 
• Allow you to include a few of your preferred charities equally. 

It’s very helpful if we know your intentions. Many of our supporters give us a copy of their Will for safe keeping. We’d love to have the chance to say thank you, and talk to you about how your visionary gift could be used.  

Knowing about your bequest also helps us to plan our programs with confidence, knowing that your exceptional generosity will be there to support Australians in the future. 

You can let us know about your bequest by: 

• Email: giftsinwills@heartfoundation.org.au  
• Phone: (02) 9219 2444 and asking to speak with our Bequest Manager. 

Yes. This is a wonderful way to honour your loved one.

A memorial gift is different to a bequest, as it doesn’t come from your estate.

Find out more about gifts in memory. 

• By email: giftsinwills@heartfoundation.org.au  

• By phone: (02) 9219 2444.