A lasting legacy for Bendigo’s performing arts
Leave a gift in your Will to help us create Australia’s most vibrant regional performing arts community.
Gifts in Wills play a huge part in our ambitious plans for Bendigo to become the most vibrant performing arts community in regional Australia. By leaving a gift in your Will to the Ulumbarra Foundation, you’re leaving behind an extraordinary legacy for the performing arts in Greater Bendigo. It is a powerful expression of our shared vision and enduring love for the performing arts in the region.
By remembering the Ulumbarra Foundation in your Will you are:
- Contributing to the performing arts and making a difference, without affecting your
current financial situation; - Securing the sustainable growth and creativity of the performing arts in Greater Bendigo
for future generations to enjoy; and - Ensuring your personal connection to the Ulumbarra Foundation continues beyond your lifetime.
How to leave a gift in your Will to the Ulumbarra Foundation (click on the drop down boxes below):
1. Discuss your wishes with your family
Sharing your intentions ensures that your family understands your wishes and the reasons behind them.
2. Seek independent professional legal advice
Always seek independent professional legal advice when preparing or updating your Will. If your estate is straightforward, then a free online Will may be an option. But engaging a solicitor is usually the best way to ensure your Will is valid and that your estate will be distributed as you intended.
3. Choose what type of gift you’d like to leave in your Will:
The types of gifts you can choose to leave in your Will include:
- Entire Estate – Leaving the whole of your estate (all your assets) to the
Ulumbarra Foundation will create a lasting legacy for the performing arts. - Residual gift – After all expenses and claims have been paid, you can leave all, or
part, of the remainder (residue) of your estate to the Ulumbarra Foundation. - Percentage gift – You can nominate a percentage of your entire or residuary estate
to leave to the Ulumbarra Foundation. - Specific gift or asset – You can leave a specific item of value to the Ulumbarra
Foundation, such as property or shares. - Cash sum – You can leave a specific sum of money to the Ulumbarra Foundation in
your Will.
4. Use our recommended Will wording
To ensure your solicitor is including the Ulumbarra Foundation in your Will as planned, you can provide them with the following sample wording:
“I make this gift free of all deductions to the to the Ulumbarra Foundation Incorporated (A0095352A) of Gaol Road, Bendigo, Victoria for its general purposes
and I direct that the receipt of the Treasurer or other proper officer of the Ulumbarra Foundation shall be sufficient discharge for my Trustees.”
“I nominate the Ulumbarra Foundation to receive: (see examples in Section 3 to nominate your preferred gift type).”
5. Notify the Ulumbarra Foundation about your plans
Once you have included the Ulumbarra Foundation in your Will, please contact us so that we can appropriately recognise your generous gift during your lifetime. Or maintain your privacy, whatever is your preference.
How to amend an existing Will
In some cases, you can amend your existing Will with a codicil (an additional legal document that modifies or adds to an existing Will). You can also change your Will by making a new one. Ask your solicitor about the best option for including the Ulumbarra Foundation in your Will.
Thank you for thinking about a lasting legacy for the performing arts
When you remember the Ulumbarra Foundation in your Will, you leave a lasting legacy that will enrich the lives of thousands of local people for generations to come.
To find out more about leaving a bequest or to learn how your gift will be invested, please contact the Chair for a confidential discussion about your plans for leaving a remembrance.