Leave a bequest

"It’s so good to be able to give back to such a worthy cause. I’m not in a position to give today, but I’m so pleased that I’m able to leave a legacy to be able to support women in refuge after I have gone"

Leave a legacy

Family violence impacts 1 in 3 women in our communities.  Battered Women’s Trust is a registered charity and supports women, and their children, impacted by family violence.

By leaving a gift in your will, no matter how big or small, your generosity will last beyond your own lifetime, to help support and empower women and their children to have hope for the future.

Some people share their estate between a number of people and charitable organisations. They find that a percentage for each allows for inflation or possible changes in their estate. You can also leave a specific amount of money or the residue of your estate after you have made provision for your friends and family. Your independent legal advisor can help you find the right words to make sure your wishes are prepared appropriately. 

If you thinking about making a bequest and would like to discuss this, please contact Sarah on (03) 332 4122 or sarah@bwt.org.nz. If you decide to make a bequest, we’d love to hear from you.

Types of bequests and example bequest letters

Please see some more information on types of bequests you can make and examples of letters to make these requests.

We recommend seeking independent legal advisor when writing a will and making any bequests.  We have set out sample clauses used before that may be useful to your lawyer.

This is usually a fixed sum of money of the total of your estates. Some solicitors suggest that you review fixed amounts to allow for inflation.

Example:

“I give and bequeath the amount of $________ to Battered Women’s Trust, located at 33 Sir William Pickering Drive (Charities Number CC35659).”

This is usually a percentage of the total value of your estate.

Example:

“I give and bequeath ________% of the total value of my estate to Battered Women’s Trust, located at 33 Sir William Pickering Drive (Charities Number CC35659).”

The remainder of your estate after the general and specific requests have been made.

Example:

“The residue and remainder of my estate, both real and personal, wherever situated, I give and bequeath to Battered Women’s Trust, located at 33 Sir William Pickering Drive (Charities Number CC35659) to be used as the Board of Trustees directs.”

A gift of a particular piece of property, such as a house, furniture or picture. For this type of gift, please contact us before making such a bequest to discuss how such a gift may be used or how to manage the transfer of the property.

Example:

“I give and bequeath to Battered Women’s Trust, located at 33 Sir William Pickering Drive (Charities Number CC35659). the sum of $________ t be used for the _____________ [ specific programme, project, etc.]”

If you decide to use this clause, it would be prudent to add a contingency clause saying, “Should this program no longer be needed, the bequest may be used as the Board of Trustees determines”.

Please note that the above clauses are examples only, and we recommend you obtain legal advice on these matters. Everyone’s circumstances are different, and your estate planning needs to be tailored accordingly.

“My husband chose Battered Women’s’ Trust as a recipient of a bequest, because he was a cause close to his heart, and he wanted to leave a lasting legacy”
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