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?

Why is it important to have a Will?

It is important to prepare a Will to ensure that the things you own are distributed to your family, friends, Church community or charities according to your wishes at the time you pass away. A Will provides you with the peace of mind of knowing the security of your loved ones has been ensured.

First and foremost a Will should provide for your family. If you don't have a Will when you die, your goods are distributed according to a set formula, which may not reflect your intentions.

Seek Professional Advice

It is advisable to seek professional advice and assistance when making a Will. Your solicitor can confidentially discuss your concerns and requirements and can prepare a Will for you to ensure that your wishes regarding your estate are honoured. If you do not have a solicitor, please contact the Law Society of NSW who can provide a solicitor referral service for your area.

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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.

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 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.

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.”
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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.

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