Leave a bequest

A gift beyond a lifetime

Leave a bequest

A gift beyond a lifetime

YOUR LEGACY COULD BE THE GIFT OF HEALTH FOR THOSE WHO FOLLOW BEHIND YOU.

The greatest gift we can give is the gift of good health

A gift in your Will to medical research will ensure your commitment to the health and wellbeing, of your loved ones and the community, will endure for many generations to come.

Why leave a gift in your Will?

By making a gift in your Will you can make a clear set of instructions of what is important to you and can ensure your wishes are followed after your die.  It also means your loved ones have clarity on your wishes and commitments as a Will clearly explains your intentions and the way in which you would like them carried out.

Importantly, leaving a legacy gift to a charity also allows your loved ones an opportunity to celebrate the passions and commitments that you held so dear at a time when they are grieving their loss.

How to leave a gift in your will

There are many ways you can make a gift in your Will to support medical research that is important to you and that will benefit the people you care about the most. We know you will want to look after your loved ones first, and by including a gift to Spinnaker you’re giving them something extra – a commitment to their future health wellbeing.

There are several ways you can choose to allocate your gift;

Residual which is the remainder of your estate once you have first made your gifts to your loved ones and resolved any financial matters;

Specific or pecuniary which is a clear statement of the total amount of the gift which may be money, property, stocks and/or shares;

Fractional which can be expressed as a percentage or a fraction of your Estate;

Whole Estate which is most common when you might have no other close loved ones or preferred beneficiaries and your preference is to make a very significant life-legacy gift.

If you’re considering leaving a gift to Spinnaker in your Will, or would like to learn more about the way in which the Foundation will manage your gift, we would welcome the opportunity to discuss your wishes further.  We can also give clarity on some of the options available and learn more about the area’s most interesting to you that you would like to support.

To get in touch, please call our CEO Dana Henderson on (08) 6152 3106, or email at dana.henderson@health.wa.gov.au

No matter the size, when you include a gift to Spinnaker in your Will, you’re leaving a legacy that will have an enduring impact on the lives of many people who follow behind you.

We support research across all areas of medicine, patient care and disease prevention and a gift to Spinnaker means you are helping local researchers achieve advanced health care in the diagnosis, care and treatment of patients in our hospitals and in the community.  And maybe even a cure.

A bequest that supports our work in general provides us with the greatest flexibility to respond to critical health priorities in the future; however if you have a particular purpose in mind please contact us to discuss your wishes.

What to do next?

Step 1: Call us to discuss your wishes and learn more about the way in which the Foundation can best apply your gift to the support of research

Step 2: Make or update your Will; we can assist with wording that will make this easier for you

Step 3: Decide your gift; the amount you would like to give and perhaps if there is a particular way in which you would like it applied

Step 4: Notify your loved ones as it is important for them to understand your wishes too.

Step 5: You don’t need to let us know but it can be useful for your loved ones and the administrator of your Will and also helps us understand your wishes better

Everyone should have a Will

A Will gives you the power to choose how your assets are used. They’re not just for the wealthy – everyone should have one. They needn’t be expensive or complicated, but legal advice will ensure your Will is clear and effective.

Suggested wording

Once you’ve decided on the type of bequest you’d like to make, ask your solicitor to draft a clause. The following words are a guide only and subject to your solicitor’s advice:

“I give:

(a) the residue (or percentage) of the residue of my estate; or

 (b) the sum of $(amount); or

(c) (Specified items);

to SPINNAKER HEALTH RESEARCH FOUNDATION (ABN 91 912 794 277) to be held upon Trust and to be applied towards health research purposes in accordance with the Constitutional objectives of SPINNAKER HEALTH RESEARCH FOUNDATION in its absolute discretion to determine.”

When including us in a Will it is important to use our:

Correct legal name: Spinnaker Health Management Pty Ltd

Registered ABN: 91 912 794 277

Address: PO Box 480, FFREMANTLE WA 6959

Telephone number: (08) 9431 2106

A bequest that supports our work in general provides us with the greatest flexibility to respond to critical health priorities in the future; however if you have a particular purpose in mind please contact us to discuss your wishes.

To get in touch, please call us on (08) 6152 3106, or email dana.henderson@spinnakerhealth.org.au