Bequests

Leaving a bequest or gift to charity in a Will can be a great way for a client to continue their legacy and passion for philanthropy.

A charitable bequest is appropriate if you have a client who wants to:

  • make an outright gift to a specific charity or charitable purpose
  • support a charity or charitable purpose
  • leave a lasting and powerful legacy.

How we work with you

Our team of estate planning lawyers have the experience and expertise to ensure your client’s wealth is distributed according to their wishes and in the most tax-effective way.

They can set up the bequest as part of your client’s Will, to ensure their gift achieves effective and sustainable results for the organisations or charitable purposes they have chosen to support.

To find out more about how we can work with you, please email out Philanthropic Services Team at philanthropy@aetlimited.com.au or call us on 1800 684 672.

For more than 130 years we have been helping Australian individuals, families and organisations give back to the community.

Meet the Philanthropic Services Team

Ben Clark

Head of Philanthropy and Social Investment

Melbourne office

Cesare Silvestri

Manager Charitable Services

Adelaide office

Jennifer Wilson

Estate Planning Lawyer

Brisbane office

View all members in our Philanthropic Services Team.View team