Bequests

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

A charitable bequest is appropriate if you want to:

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

How we can help you

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

Working closely with our Philanthropic Services Team, they can set up the bequest as part of your Will – to ensure your gift achieves effective and sustainable philanthropic results for the organisations or charitable purposes you 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

Charlene Yum

Senior Trust Officer – Philanthropy and Social Investment

Melbourne office

Jennifer Wilson

Estate Planning Lawyer

Brisbane office

View all members in our Philanthropic Services Team.View team