Leaving a planned gift is a very personal decision. We appreciate that family and loved ones should always come first and believe that it is important to talk to them and let them know of your intentions, should you choose to leave a bequest to Pembroke. We recommend using a solicitor to make sure your will is legal and valid. The most important thing is your own peace of mind so we encourage you to discuss your will with your legal advisor.
If you would like to include a gift to Pembroke in your will, examples of will wording can be found below. Please note that the information presented here is not legal advice.
Example 1
“I bequeath to Pembroke School Endowment Fund (ABN 94 391 054 164) for its general purposes (the whole) or (a specific amount or gift) or (a percentage) or (the residue) of my estate free of all duties, and I declare that the receipt of its authorised officer shall be sufficient discharge to my trustees”.
Example 2
“I bequeath to Pembroke School Endowment Fund (ABN 94 391 054 164), (insert here the amount of money or the percentage of the residual estate and/or the specific property you want to leave) to be applied for the purposes of (insert here the special area of interest if you wish) or in a similar manner to be determined by the governing body of Pembroke School if the purpose no longer exists. I declare that the receipt of its authorised officer shall be sufficient discharge to my trustees”