HOW TO LEAVE A GIFT
If you’re considering leaving a gift to JCA in your Will, we would love to talk to you and hear about the areas of our work you would like to support.
- Family and loved ones should always come first.
- It is easy to do – you can add a clause to your Will pertaining to your intended gift or add a codicil to an existing Will. Your solicitor can advise you on how best to do this.
- We always recommend you seek advice from a solicitor when drafting your Will. The wording is very important and your solicitor can advise you on the different types of gifts.
- It is an important step to talk to family and loved ones about your Will. Communication will ensure your final wishes are carried out.
- Give us the opportunity to say thank you. By telling us you have included a gift in your Will, we can recognise you as investing in the future of our community and welcome you to JCA Generations.
We are grateful when people decide to include a bequest to JCA. Bequests are a vital source of income and we appreciate every gift.
WHAT KIND OF GIFT CAN I LEAVE IN MY WILL?
By leaving a residual gift to JCA you are instructing your executor/s that, once your debts are paid and specific gifts are distributed to loved ones named in your Will, the remainder (or a proportion of the remainder) of your estate will be paid to JCA. A residual bequest is a simple way to leave a gift that needn’t interfere with any other specific bequests left to loved ones. Furthermore, this type of bequest retains its value over time (unlike a specific cash gift that can reduce in value with inflation).
Whole or part of your estate
You can leave your entire estate or any part of your estate to JCA.
A fixed specific gift
A gift in the form of other property such as: shares, investments, vehicles, boats or items of jewellery.
Fixed sum of money gift
Also known as a pecuniary bequest, this gift is in the form of a specified cash amount. Keep in mind that it may be 10, 20 or 30 years before your gift will be realised. As a result many of our donors choose to nominate a small percentage of their estate instead of a fixed cash sum. Either way we are very grateful for the support you are giving. You can decide whether you want to specify how your gift is used, or simply trust us to put your gift to its very best use.
Many of our supporters have been touched themselves by the services that the JCA family of organisations provides, and so you may wish your estate to be invested in an area of personal interest.
However, our preference is for JCA to manage your gift for the long-term strength, vibrancy and safety of our community.
Suggested wording for Wills and bequests
We have prepared some suggested wording that may be helpful for your solicitor when they are preparing your Will.
To download this wording please click here . If you are considering a bequest or endowment, please contact Mark Zworestine at JCA on 0412 218 918 or email [email protected] and he will arrange a confidential discussion.
How Will my bequest be used?
You can choose to make a General (unrestricted) gift that will provide JCA with the greatest flexibility to meet the community’s needs as they change over time. Or you can direct all or part of your gift to one or more specific sectors serviced by our member organisations.
- General (unrestricted)
- Aged & Community Care
- Culture, Engagement & Outreach
- Holocaust, History & Heritage
- Jewish Education
- Security & Advocacy
LEGACY GIFT ENQUIRY
Please provide your contact details, below, and Mark Zworestine, JCA’s Legacy Gifts Manager, will be in touch with you to discuss further. We thank you for considering our community’s future and look forward to assisting you.
If you prefer, you can contact Mark Zworestine directly at JCA at 0412 218 918 or email [email protected] and he will arrange a confidential discussion.