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Suggested Wording for Wills

Thank you for your thoughtful and generous consideration to make a lasting gift to your Parish or the Diocese of Broken Bay. A gift in your Will (also known as a bequest) to the Church supports your family of faith.

It is important that you take care of your family’s needs first, and we recommend that you have a discussion with them regarding your intentions.

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 in the Diocese of Broken Bay

“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.”

 

B. For general purposes to the Diocese of Broken Bay

“I give to the Trustees of the Roman Catholic Church for the Diocese of Broken Bay, (ABN 79 031 652 544) 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.”

If you would like further information on bequests including how we can acknowledge your generosity in your lifetime, please speak with your Parish Priest or Liane Giuliano, Development and Relationships Manager on 8379 1664. 

Thank you for your thoughtful consideration.

Please note that your personal information will be treated in accordance with the Catholic Diocese of Broken Bay Privacy Policy. A copy can be found here. Alternatively, please contact the Privacy Officer via email privacyofficer@bbcatholic.org.au.