What is a Bequest?
A bequest is an instruction in your will to leave a gift (money, property or other asset) to a specific person, organisation or charity. We recommend that you seek legal advice when writing your will, and discuss the instructions you are making in your will with your relatives or loved ones.
Changing A Will?
Thankfully, making or revising a will is neither difficult nor expensive. It is essential that you have a will. Surprisingly, many do not. If you have already made your will, you or your solicitor can easily add Heart and Lung Transplant Trust (Victoria) Inc. through a short legal amendment to your existing will (also known as a codicil).
Types of Bequests
Download Suggested Wording
Sample Bequest Wording (483 KB)
Charitable & Organisational Status
- a health promotion charity
- a Deductible Gift Recipient covered by Item 1 in section 30-15 of ITAA 1997
- Income Tax Exempt Charity
- GST Exempt
Making A Bequest Next Step
We would be most grateful, once you have confirmed your intent, to advise us of your decision.