Leaving a gift in your Will is a powerful way to celebrate your life’s passions and have an enduring impact on the future of Australia. Your gift will honour your memory and provide a legacy of hope for generations to come.
Why leave a gift in your Will to the General Sir John Monash Foundation
Our mission is to support exceptional Australians who have the qualities to contribute to a positive future: intelligence, tenacity, talent and courage, with a vision that will benefit the nation. By supporting the Foundation, you will help shape the future of Australia.
Gifts in Wills are an important part of the Foundation’s long-term goal of supporting the brightest minds of our nation and their endeavours to pursue excellence in their chosen fields. They allow us to plan well into the future and ensure John Monash Scholarships continue in perpetuity, honouring the name and inspirational legacy of one of Australia’s greatest leaders who contributed so much to the benefit of all Australians.
John Monash Scholars are
Your gift to the General Sir John Monash Foundation will ensure:
- Outstanding Australians can further their ambitions to make a positive contribution to our nation.
- The Scholar Alumni Community are connected and supported in their endeavours through a range of programs and initiatives, including the Global Symposia.
- John Monash Scholarships are supported in perpetuity.
How to include a gift in your Will
We understand that including a gift in your Will is a very personal act of generosity and that your first priority is to your family and those closest to you. We also believe that it is important for you to talk to them about your intentions and why leaving a gift to the General Sir John Monash Foundation is important to you.
Should you decide to build your legacy by including the General Sir John Monash Foundation in your Will, we would be delighted to hear from you so that we can warmly welcome you to the General Sir John Monash family and acknowledge your generosity during your lifetime. It will enable us to ensure your gift will enrich your life through the experience of engaging with John Monash Scholars, attending signature events and sharing the journeys of the Scholars as they progress with their postgraduate study and help shape Australia’s future through their work and leadership in their fields.
Suggested legal wording for your Will
We always recommend that you consult an independent solicitor or accredited wills and estate specialist when drafting your Will, as the wording is very important. You can either add a clause to your Will pertaining to your gift or add a codicil - short legal amendment - to an existing Will.
The following wording may be helpful for you, used in consultation with your solicitor when drafting your Will.
SPECIFIC LEGACY CLAUSE:
I ……………………………………………… give the sum of $......................................., free of all duties and taxes, to the General Sir John Monash Foundation ABN 78 099 065 184 (“Foundation”) currently of Bennelong House, 9 Queen Street Melbourne Victoria 3000 to be used for the general purposes of the Foundation. I declare that the receipt of the Company Secretary or other Authorised Representative of the Foundation shall be a complete discharge to my executors or trustees.
RESIDUARY WORDING FOR GIFT OF WHOLE OR PART OF ESTATE:
I …………………………………………… give (the whole of my residuary estate/x of y parts of my residuary estate) to the General Sir John Monash Foundation ABN 78 099 065 184 (“Foundation”) currently of Bennelong House, 9 Queen Street Melbourne Victoria 3000, to be used for the general purposes of the Foundation. I declare that the receipt of the Company Secretary or other Authorised Representative of the Foundation shall be a complete discharge to my executors or trustees.
Contact Us
If you are considering leaving a gift to the General Sir John Monash Foundation in your Will or would like to establish a scholarship in your name, we warmly invite you to talk with us to have a confidential discussion about how your legacy could be structured. If you have left a gift in your Will to the Foundation please do let us know, as it not only allows us to better plan for the future, but also gives us the opportunity to personally thank you for your generosity and welcome you to the General Sir John Monash Foundation family.
Annemarie Rolls
Chief Executive Officer
Ph +61 3 9620 2428
ceo@johnmonash.com