Your will - making a bequest - Alfred Hospital

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How to leave a bequest to The Alfred A residual bequest The best type of bequest to leave The Alfred is a residual bequest - which is a percentage of your estate. A residual bequest maintains its value over time. Suggested wording for a bequest “I devise and bequeath the whole of my estate (or…% of my estate, or the residue of my estate… whichever appropriate) to The Alfred, Commercial Road, Melbourne VIC 3004. Other options • You can make a bequest to The Alfred to take effect after the death of your partner. Your partner would have your estate for as long as he/she lived, then the indicated portion would pass to The Alfred. • You can give a nominated amount of money to The Alfred. This does not allow for changes in your circumstances or for inflation, which may erode the value of a specific amount. If you wish to do this, however, the wording would appear as: “I devise and bequeath the sum of (the actual amount written here in figures) to The Alfred, Commercial Rd, Melbourne VIC 3004. • You can make a bequest to The Alfred through a perpetual trust that will provide ongoing financial support. Specific purpose bequests It is preferable that bequests are designated for general use, as areas of need within the hospital change constantly. However, it is possible to specify that your gift be utilised for a specific purpose, for example: For treatment and care of patients: “To be used for treatment and patient care at The Alfred.” For research and education: “To be used for the purposes of research and education.” One of our specialist bequest staff members would be very happy to visit you and discuss the options further - contact Diane Deeming at The Alfred Foundation on (03) 9276 3222. 10
Caring. With your help. Do you have any questions about making a bequest to The Alfred? For a confidential discussion, please contact: Diane Deeming The Alfred Foundation Telephone: (03) 9276 3222 The Alfred Foundation is the bequest and fundraising arm of The Alfred. Caring. With your help. 11
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Your will - making a bequest - Alfred Hospital

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