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Practical Advice

Your gift to the Perkins can transform your Will into one of the most powerful tools for change and have a lasting impact on the future of health here in Western Australia and beyond.

To help you, we have put together some useful resources in our Leaving a Gift Guide. We always recommend you seek legal advice and discuss your personal circumstances with your solicitor.

At the Perkins, we understand your decision to leave a gift to medical research is very personal. We know there is a lot you may need to consider. We have put together answers to the questions we are most commonly asked about leaving a charitable legacy:

How do I leave a gift to the Perkins in my Will?

We recommend using a solicitor to help you write or update your Will to ensure it is properly prepared and executed. This will also help to minimise the risk of any disputes about your estate or your intentions.

What can I gift in my Will?

You can make a monetary gift from your estate that is residual or pecuniary (see below). You may also choose to dedicate your assets such as property, cars, jewellery, investments or shares. The Perkins can also be nominated as the beneficiary of a Superannuation Fund, we advise you speak to your superfund and/or solicitor to ensure this is distributed as per your wishes.

What is a residual gift?

A residual gift is a gifted percentage of your estate. This kind of gift doesn’t decrease with inflation, and is the most efficient way to support the Perkins – Just a small percentage can go a long way. You can choose to gift the whole, or percentage, or remainder (or residue) of an estate to the Perkins.

What is a pecuniary gift?

A pecuniary gift is a specific dollar value set at the time you make your Will. The value of pecuniary legacies will decrease over time, as the cost of living increases.

What do I need to take to my solicitor if I choose to give a gift in my Will?

You will need to provide your solicitor with the legal name and ABN of your chosen beneficiary. If you choose to make a gift to the Perkins, we have wording that we recommend including in your Will. You can click here to print this key information or contact Ann.

What will my gift to the Perkins be used for?

Your gift will be used to realise our shared vision of a world-class research facility in Western Australia focussed on keeping families together for as long as possible. Gifts made to the Perkins are used to fund the greatest area of need as deemed by our Director, this may include funding the latest equipment, the best research teams and funding shortfalls for promising projects.

Can I restrict my gift to a specific use?

Yes, it is important that you contact us to discuss your wishes before making a gift that is restricted to a specific use. Medical research is constantly changing along with the needs of our community, this method of giving can be restrictive and we want to ensure we are able to fulfil your wishes in years yet to come.

Can I make a gift in my Will in honour of somebody else?

Yes, you can honour or pay tribute to a loved one this way. Please contact us to discuss how we can fulfil your wishes and respectfully recognise you and the person you have chosen to honour.

Do I need to tell the Perkins about my decision?

Whilst it is not obligatory, we urge you to let us know that you have made a commitment to our future. We would like to thank you and understand your wishes for the legacy you are kindly leaving in the hands of our researchers.

Upon confirmation of your gift you will be invited to join a special group of committed supporters and receive special updates from the Director about our plans for the future.

To find out more or notify us of your intention to leave a gift, please contact our Planned Giving Advisor, Ann Macliver, on (08) 6151 0745.

Hugh Cahill

Lawyer, Cullen Macleod

We asked local lawyer Hugh Cahill from Cullen Macleod to break down some of the legal terms that you may encounter when writing your will.

Ann

Planned Giving Advisor

You can contact Ann if you are interested in leaving a gift to the Perkins in your Will.

Ann can answer questions you might have, arrange for you to visit the Perkins and provide you or your Solicitor with any information you may need.

T. 08 6151 0745
E. [email protected]
Office hours: Tuesday and Wednesday 9am – 5pm