Bequests

The theme for the 150th anniversary celebrations of the Anglican Diocese of Perth (“Diocese”) in 2007 was From the past we see the future. Christian ministry accompanied the ships and was a presence from the very inception of settlement.

The Anglican Church was consolidated with the arrival of Bishop Mathew Hale. Ordinary folk in parishes in England contributed to the establishment of the Anglican Church in Western Australia. Some of them bequeathed their entire estate to the work of the Anglican Church.

We in our generation give thanks for our forebears, for their amazing generosity. They gave cheerfully knowing the truth that “it is always more blessed to give than to receive”. The past offers the present so much. It is now our opportunity to gift to the future.

The Vision of the Diocese is :

  • glorifying God, transforming people and renewing creation
  • accessible, comprehensive and expressive of the diversity of our society
  • a focus of hope borne out of our rich and unique landscapes and human history
  • courageous, visionary, vibrant, risk-taking and meaningful in people’s lives
  • working co-operatively within, as well as with government, the wider community and other faiths, where consistent with our core beliefs and principles.
  • a prophetic voice confronting injustice
  • Trinitarian, radically Christ-like and rediscovering the Gospel as public truth

Gifts and bequests received is one way of helping to ensure the future mission and ministry of the Anglican Church

Leave a Legacy

The Anglican Church is a significant provider of faith and hope in a troublesome world. Gifts and bequests received is one way of helping to ensure the future mission and ministry of the Anglican Church.

Purpose of your bequest

A bequest acknowledges the important role that the Anglican Church has played in your life, in the life of your family and community. Your gift will enrich the lives of future generations. Bequests help the future ministry of the Anglican Church. Gifts made to the Diocese are a major source of funding for chaplaincies, theological education and training for clergy and lay people, children’s and youth ministry, social justice and environmental initiatives, the building of new churches, and the restoration of historic churches and buildings. Your legacy, large or small, will make a lasting difference.

What is a bequest?

A bequest is a gift left to a beneficiary in an individual’s Will. Making a bequest is simple. You can either make changes to your Will or add a Codicil to your Will with the help of your solicitor. It is important to seek the advice of a solicitor to ensure that the wording of your Will or Codicil reflects your exact wishes.

When you are preparing your Will or Codicil:

  • Ensure that your family, friends, and the charities you wish to assist are identified.
  • Tell your loved ones and share your vision with them.
  • Choose the type of bequest you wish to leave to the Diocese.
  • Visit your solicitor to have your Will or Codicil prepared or updated.
  • Please advise the Diocese if you are considering leaving a bequest.

There are several types of bequests which may include:

  • A percentage of the total value of an estate.
  • A residuary bequest (the remainder of the estate once all legacies, other bequests and costs have been paid).
  • A specified sum (a pecuniary bequest).
  • An asset such as real estate, shares and/or culturally significant works of art, or proceeds from the sale of assets such jewellery.

Unrestricted or unspecified gifts to the Diocese may be allocated to the area of greatest priority by The Perth Diocesan Trustees (the corporate trustees of the Diocese) at the time the bequest is realized. Unrestricted bequests are highly valued as they can be applied to the changing needs of the Anglican Church and society well into the future.

A restricted bequest can be stated for a specific purpose. If you wish to leave a gift for a specific purpose or you wish to bequeath a culturally significant gift, please contact the Diocesan Secretary or the Director of Finance on 9325 7455. The Diocese is keen to assist you and to accommodate and fulfil your specific wishes.

Bequest wording

To the Diocese
“I give to The Perth Diocesan Trustees (“PDT”) of the Anglican Diocese of Perth (“Diocese”) absolutely free of all probate estate and other duties *I direct that the receipt of the Treasurer or other duly authorized officer of the Diocese be accepted by my Trustee/s as a sufficient discharge of the same.”

To the Diocese for a specified purpose
“I give to The Perth Diocesan Trustees (“PDT”) of the Anglican Diocese of Perth (“Diocese”) absolutely free of all probate estate and other duties * to be used for the purpose of * and I direct that the receipt of the Treasurer or other duly authorized officer of the Diocese be accepted by my Trustee/s as a sufficient discharge of the same. However, if circumstances change and my wishes cannot be fulfilled, I direct that the PDT allocate the bequest in such a manner as best approximates my wishes.”

To a Parish
“I give to The Perth Diocesan Trustees (“PDT”)
of the Anglican Diocese of Perth (“Diocese”) absolutely free of all probate estate and other duties * for the use and benefit of the Anglican Parish of ............................. (“Parish”) and I direct that the receipt of the Treasurer or other duly authorized officer of the Diocese be accepted by my Trustee/s as a sufficient discharge of the same.”

To a Parish for a specified purpose
“I give to The Perth Diocesan Trustees (“PDT”) of the Anglican Diocese of Perth (“Diocese”) absolutely free of all probate estate and other duties * for the benefitof the Anglican Parish of ............................. (“Parish”) to be used for the purpose of * and I direct that the receipt of the Treasurer or other duly authorized officer of the Diocese be accepted by my Trustee/s as a sufficient discharge of the same. However, if circumstances change and my wishes cannot be fulfilled, I direct that the PDT, in consultation with the Parish, allocate the bequest in such a manner as best approximates my wishes.”

*Please insert description of bequest/gift and purpose

The Perth Anglican Foundation

The Perth Diocesan Trustees (“PDT”) are in the process of creating The Perth Anglican Foundation (ABN 77469012748) which is a registered charity with the Australian Charities and Not-for-profits Commission and has Deductible Gift Recipient
(DGR) status. If you would like to discuss a donation to this Foundation please contact the Diocesan Secretary or Director of Finance:

08 9325 7455
Anglican Diocesan Office
GPO Box W2067, Perth WA 6846

Disclaimer
It is recommended that expert financial assistance should be obtained from a licensed financial planner
or accountant in relation to estate planned and taxation matters and from a solicitor to assist in the preparation of a Will, so that each person’s individual circumstances and the law applicable at the time can be properly considered. Nothing contained in this document constitutes legal advice nor should any part of this document be relied upon as providing any type of legal advice of any nature whatsoever.

You can download a pdf version of the brochure which is available from Diocesan Office at the below link.

Anglican Bequest Brochure