Make a Bequest
Leave a gift in your Will
Make a Bequest
Leave a gift in your Will
Leave a gift in your Will to The Lady Musgrave Trust
By remembering The Lady Musgrave Trust in your Will, you can have a lasting impact on the lives of young Queensland women and their children.
With no recurrent government funding, The Lady Musgrave Trust relies on contributions like yours to assist young women and children in need, and provide them with shelter, safety and hope. With nearly 140 years of experience we know that safe and supportive housing can move vulnerable young women from a state of crisis to thriving members of our community who are safely and permanently housed.
Leaving a legacy
The Lady Musgrave Trust is Queensland’s oldest charity, and has been providing accommodation and support services to young Queensland women and their children who are homeless, or at risk of homelessness, since 1885.
By preparing your Will and leaving a bequest to The Lady Musgrave Trust, your legacy will be an outstretched hand to young women and their children in their hour of need.
How can you help?
The Lady Musgrave Trust welcomes bequests and gifts of all kinds. You can choose to leave a gift for a particular purpose, such as increasing the number of safe nights we offer by building or purchasing more accommodation, reducing the rent our young women pay, contributing to the support they receive while living in a safe place, or allow us to allocate it to where it is needed most at the time.
A bequest can be any gift or donation left in your Will.
You can give in many impactful ways, including:
Whole Estate
Choosing to leave your entire estate to The Lady Musgrave Trust. This is an incredibly generous gift and should be carefully considered regarding other beneficiaries or commitments you wish to recognise as part of your estate planning.
Money
This option allows you to choose an exact amount of money that you would like to go towards The Lady Musgrave Trust’s valuable work. This is most similar to a direct donation.
Residuary bequest
A residual gift is where you leave a portion of your estate to The Lady Musgrave Trust. This is the remainder of your estate after providing for any other beneficiaries, commitments, individuals or services you wish to acknowledge and the payment of any financial obligations you have.
Specific gift
This gift means leaving a specific amount or thing to The Lady Musgrave Trust. It can include money, property, assets, stocks and/or shares.
Percentage of estate's value
This involves leaving a percentage of the overall value of your estate or of your residual to The Lady Musgrave Trust.
Superannuation
This is not typically covered by your Will, as it is held by a Trustee. You could choose to add your superannuation to your estate and gift it to The Lady Musgrave Trust. You will need to seek independent advice regarding this if you wish to consider this option.
Personal items
If you have a personal item that will contribute to your lasting legacy within The Lady Musgrave Trust and its history, we would love to hear about it and help you decide if The Lady Musgrave Trust is the most appropriate recipient of your generous gift.
We strongly encourage you to seek independent financial and legal advice to ensure that your wishes are accurately recorded and represented in your Will.
Your impact
Homelessness is usually hidden in plain sight, but these incredibly brave young women have stepped forward to share their stories and involvement with The Lady Musgrave Trust, in the hope of shining a light on this epidemic.
We are humbled by their stories of resilience, strength and growth and remain committed to doing whatever it takes to solve homelessness.
What next?
Your first point of contact is your solicitor, to let them know you would like to include The Lady Musgrave Trust in your Will.
Residuary gift:
‘I give, devise and bequeath… (insert either ‘all of my residuary Estate’ or ‘[insert the fraction or percentage of your residuary Estate that you would like to give] of my residuary Estate’) to The Lady Musgrave Trust (ABN 83 010 612 272) presently of 7/757 Ann Street Fortitude Valley, Queensland to be applied for… (insert either ‘its general charitable purposes’ or insert the specific purpose that you would like the gift to be used for).
Specific or monetary gift:
‘I give and bequeath… (insert particulars of the specific item being given or the sum of money being given) to The Lady Musgrave Trust (ABN 83 010 612 272) presently of 7/757 Ann Street Fortitude Valley, Queensland to be applied for… (insert either ‘its general charitable purposes’ or insert the specific purpose that you would like the gift to be used for).
Declaration:
Irrespective of whether you make a residuary gift or a specific or monetary gift, after you make the gift in the Will, you should also include in the Will the following declaration:
- a general charitable intent shall apply;
- a receipt signed by a person authorised by The Lady Musgrave Trust shall constitute a full and sufficient discharge to my Executors;
- my Executors are not obliged to see or enquire into the application of the gift so made by me;
- If The Lady Musgrave Trust has amalgamated with another institution, society or body of persons or changed its name before my death, the benefit intended to be given by the gift shall be paid and/or transferred to the institution, society or body of persons existing at the date of my death as a result of such amalgamation or change of name. If The Lady Musgrave Trust is found never to have existed or to have ceased to exist before my death, the benefit intended to be given by the gift shall be paid and/or transferred to such charity or charities and if more than one in such shares as my Executors in their absolute discretion shall think fit and I express the wish that in so doing, my Executors shall seek to benefit a charity or charities as close as possible in purpose to that intended to be benefited by the original gift made by me.’
If you do not currently have a Will or solicitor, The Lady Musgrave Trust has partnered with Gathered Here, Australia’s top-rated online Wills platform, to provide assistance. Gathered Here offers members of The Lady Musgrave Trust community the ability to write your Will for free in less than 10 minutes. You can find our profile here.
We also recommend that you share your bequest intentions and the reason you have chosen to contribute to The Lady Musgrave Trust with your loved ones. This can help to ensure that your wishes are honoured.
The Lady Musgrave Trust would also love to hear if you are leaving a gift to us so that we can thank you personally, and if you wish, share updates with your loved ones on how your bequest is changing our future.
We do understand that this is a personal decision, and if you choose to remain anonymous, we will also respect your wishes and privacy.
Contact us
For more information about leaving a bequest, or if you have any additional questions, please get in touch.