A charitable gift from your estate is a favoured method of giving that enables you to achieve your financial goals, maintain control of your assets, and benefit Friends’ in ways that may not be possible through lifetime gifts.
No other planned gift is as simple to make or as easy to change should you ever need the assets during your lifetime.
There are many options available for you to decide how your bequest can be shaped. You may wish to include a portion of your estate or a specific sum of money. You may have stocks or shares, real estate or particular works of art. Alternatively, you may wish to fund a new scholarship, a classroom or science laboratory.
A bequest may be right for you if:
- You want to make a gift to The Friends’ School.
- You want the flexibility to change your mind.
- You want continued access to your wealth, should you need it.
- You are concerned about outliving your resources.
Wills are the pillar of estate planning and we recommend that you take appropriate advice (legal, financial, etc.) when writing a new Will or amending your Will (through a codicil) and inform your family of your wishes and intention.
The Revell Bequest
Richard Revell (1953) attended The Friends’ School as a Boarder from 1950 to 1951. Richard, who was severely physically handicapped, had limited mobility and speech capacity. During his time at Friends’, many acts of kindness were shown towards Richard by his classmates, and later Richard was motivated to include a generous gift to The Friends’ School in his Will.
Recently, friend and classmate John Hyndes (1953) wrote to the School, to provide a little insight into this generous gift.
For further information about the giving programs at Friends’ and the impact you would like to have please contact Lucy Loney, Development Manager:
T: +61 3 6210 2203
E: lloney@friends.tas.edu.au
