Leaving a Legacy Gift in Gratitude
Having a Will in place is essential for protecting your family and leaving a lasting legacy. By including a gift in your Will to Monash Health (also known as a bequest), you create a legacy that will have a lasting impact on patient care, education, and medical research.
A legacy gift made in gratitude is a profound way to express your appreciation and ensure that your values and support continue to benefit others long into the future. Such a gift can help sustain the vital work of Monash Health—enhancing medical services, supporting the training and education of healthcare professionals, and advancing groundbreaking research that leads to better treatments and cures.
By making this lasting contribution, you not only honour the impact these services have had on your life or the lives of loved ones, but you also create a meaningful gift that will have a lasting, positive impact on future generations.
Your gift—no matter how large or small—will create a legacy that makes a difference in patient care, education, and medical research.
For more information or to discuss your wishes, please contact our Gifts in Wills Coordinator, Jess Doherty, at (03) 9594 2700 or via email at jessica.doherty@monashhealth.org.
You can learn more from people who have decided to leave a Gift in their Will to the Monash Health Foundation by clicking here.
Why Gifts in Wills are Important
Throughout the history of Monash Health, gifts of all sizes from generous individuals have significantly impacted our ability to save and improve lives. These contributions have helped establish new hospitals, supported advancements in patient care, funded critical medical research, and enhanced educational programs for healthcare professionals.
Each gift, whether large or small, has played a crucial role in our mission to provide exceptional healthcare and foster innovation, ensuring that we can continue to meet the needs of our community and improve health outcomes for all.
By making a provision in your Will to Monash Health, or a specific hospital, program or service, you give a gift that makes a difference beyond your lifetime.
How to Make a Gift in Your Will
Leaving a gift to Monash Health can make a significant difference in the lives of future generations. Every gift, whether large or small, is a lasting legacy of gratitude.
You can choose from several types of bequests:
- Residual Bequest – A percentage of the residual amount of your estate can be directed to Monash Health.
- Specific Bequest – This can include gifts such as money, real estate, or shares.
- Pecuniary Gift – A specific sum of money.
- Whole of Estate – Leaving the entirety of your estate to Monash Health.
- Percentage Gift – A specific percentage of your estate.
You may also specify that your gift be used for a particular hospital, program or service. For example:
- To address the health service’s most urgent needs.
- For the treatment and care of patients.
- To support research and education.
- For a specific hospital or site.
- For a specific program or service.
Including Monash Health in Your Will
When preparing your Will, we recommend seeking advice from an independent legal practitioner or using an online Will writing service, such as Safewill.
Here is an example of the wording you should use – for more information see our flyer designed especially for planners and solicitors.
“I, (insert name), devise and bequeath to Monash Health in the State of Victoria, ABN 82 142 080 338, free of all duties, the following: (insert type of bequest) for general purposes, allow Monash Health to use it wherever it is needed at the time it is received ”
“I direct that the receipt of the approved officer of Monash Health shall be sufficient discharge to my Executor for the Bequest.”
If you choose to give for a specific purpose or area, please consider including the following provision in your will:
“I, (insert name), devise and bequeath to Monash Health in the State of Victoria, ABN 82 142 080 338, free of all duties, the following: (insert type of bequest) for the express purpose of (please insert specific purpose).
“If at any time Monash Health Foundation determines that it is impossible or impractical to fulfil the purpose of my bequest, the Monash Health Foundation may apply the bequest for a related purpose that most closely aligns with the spirit and intent of my bequest.”
Click here to download our Gifts in Wills: Information for Estate Planners and Solicitors brochure for more information.
Safewill – Online Will Writing Platform
We’ve partnered with the Australian Will writing platform Safewill to make it easier for our community of supporters to write their Will from the comfort of home.
While online Will writing may not be suitable for everyone, especially those with complex estates, thousands of Australians have successfully created a valid Willin as little as 20 minutes.
Safewill covers all the essentials of Will writing, including appointing executors, guardians for children and pets, and estate distribution. It also allows you to leave meaningful gifts, compile comprehensive asset lists for your executor, and specify funeral instructions. Every Will is reviewed by a practicing Australian solicitor.
We invite you to take advantage of Safewill at half the normal cost—only $80 for a single Will. As you use this offer, we hope you’ll consider leaving a legacy gift in gratitude to Monash Health.
Click here for more information.
Have You Left Us a Gift in Your Will? We’d Love to Thank You!
If you choose to leave a gift to Monash Health, we would be honored to know and understand your intentions. Sharing your wishes with us gives us the opportunity to personally thank you and keep you informed with regular updates.
Our commitment to You
Your gift to Monash Health will be carefully managed by the Monash Health Foundation, which is legally and ethically responsible for ensuring your wishes are honoured and respected.
We understand that your family and loved ones come first. Once you’ve looked after those closest to you, we would be honoured if you considered leaving a gift to support our work.
If you decide to leave a gift in your Will to Monash Health, you are under no obligation to share this information with us. However, knowing your wishes allows us to thank you and keep you informed with regular updates personally.
You share any information with the greatest sensitivity and shared only with your permission.
For more information or to discuss your wishes, please contact Ron Fairchild, Monash Health Foundation Director on (03) 9594 2700 or via email at bequests@monashhealth.org
