Giving.

Leave a Lasting Legacy of Faith

 

After providing for family members in your Will, have you ever considered leaving a legacy directly to your local parish or the Diocese of Broken Bay?

Why leave a gift in your Will?

Many of our parishes and pastoral initiatives exist today because of the generosity of those who came before us. By leaving a gift in their Will, they ensured that future generations could continue to grow in faith and community.

Having a Will also ensures your wishes are clearly honoured and provides peace of mind for your loved ones.

Our team is here to walk with you, helping you explore how your faith can bear fruit for years to come, and ensuring your intentions are carried out with care, respect, and gratitude.

Your legacy will be a light for generations to come.

Remembering Your Faith Community

 

After providing for family members in your Will, have you ever considered leaving a legacy directly to your local parish or the Diocese of Broken Bay?



Your Parish

Many of us have a special connection to our parish, nurtured by years of faith-sharing, schooling, friendships and support.

A bequest to your parish, no matter how small, will help the faith community which has meant so much to you to continue its good works and its loving outreach. It is also a means by which you can plan a lasting gift for your parish which might not be possible in your lifetime.

In receiving a bequest, a parish may be able to use the gift to attend to much-needed maintenance and improvements to the church and other Parish property or put the gift towards building a new church or refurbishing their existing one. These kinds of gifts help the Parish free up other income to use toward pastoral care programs.

The Diocese of Broken Bay

The need for material and spiritual assistance provided by the Diocese is always growing. One of the many areas of need is to provide financial support in the training and formation of priests, deacons and lay parish ministers.

A bequest to the Diocese of Broken Bay will assist the Diocese to provide support for its many and varied works.

"No matter the size of the gift, a bequest of any kind in your Will can make a significant difference."

Your Gift

The following are some examples of how a bequest may be given:

A Specific Bequest

A detailed gift, for example, an item of property, shares or an insurance policy.

Percentage of Estate

Nominating a set percentage of your Estate for your chosen beneficiaries.

Residuary Bequest

Nominating a beneficiary to receive any leftover monies from your Estate.

Whole Estate

Nominating your entire Estate for your chosen beneficiary.

A Simple Way to Include a Gift in Your Will

 

If you are considering leaving a gift in your Will, thank you. Your generosity will help continue the mission of the Church and support future generations in faith.

We recommend speaking with your solicitor to ensure your wishes are clearly reflected. The following wording is provided as a guide and may assist in preparing your Will.

Disclaimer: The following wording is intended as a guide only and we recommend that you seek advice from a solicitor who is experienced in Wills and Estates. You may wish to contact the Law Society of NSW via email lawsociety@lawsociety.com.au or phone (02) 9926 0333 for their Solicitor Referral Service.

A. For general purposes to a Parish

“I give to the Trustees of the Roman Catholic Church for the Diocese of Broken Bay, (ABN 79 031 652 544) as Trustee for the Catholic Parish of ………………, in the State of New South Wales for its general purposes, the sum of $__________ or _____ percent of my estate or the property at ________________ (or other specific items), free of all duties, taxes and other deductions of whatever kind.

I declare that the receipt for the same signed by the Bishop of the Diocese, or other designated officer, shall be sufficient discharge to my Executors and Trustees.”
OR

B. For general purposes to Broken Bay Pastoral Trust

(For mission in the Diocese)

“I give to the Trustees of the Broken Bay Pastoral Trust, (ABN 51 674 844 081) in the State of New South Wales for its general purposes, the sum of $__________ or _____ percent of my estate or the property at ________________ (or other specific items), free of all duties, taxes and other deductions of whatever kind.

I declare that the receipt for the same signed by the Bishop of the Diocese, or other designated officer, shall be sufficient discharge to my Executors and Trustees.”

Would you like to know more?

If you would like to know more about how to remember your local Parish or the Diocese of Broken Bay in your Will, including how we can acknowledge your generosity in your lifetime, please contact the Office for Communications or speak with your Parish Priest.

You can be assured that all enquiries are obligation free and are treated with the strictest confidence.

Email Us