(03) 6208 0600

Bequests

By leaving a bequest to OAK in your Will, you are making a powerful pledge to the future of causes and people who mean the most to you.

We invite you to take your support to the next level and contribute to the efforts of OAK in the form of a bequest. Bequests allow us to provide on-going support, skill development and opportunities for Tasmanians living with a disability.

Income generated through our OAK social enterprise businesses allow us to channel bequests directly into the greater OAK Tasmania vision. Your generous bequest can be used to expand, enrich and launch new programs, improve facilities, fund capital purchases and assistive technology to ensure the clients we support are able to live a life of experience, contribution and independence.

Bequeathing money, property or other gifts (large or small) to OAK Tasmania in your will, enables you to make a very real and transformative contribution to the lives of individuals, families and OAK as a whole for years and generations to come.

How Do I Make a Bequest?

The best way to ensure your assets pass to the people and organisations you want to receive them, is to have your intentions clearly stated in your will. When writing or updating your will, we strongly recommend you seek professional legal advice, your lawyer will advise you of the specific wording to use so that your wishes are accurately carried out. We also recommend you inform your family about your wishes.

Below are some ideas for bequests:

  • Adding OAK to your existing Will – Should you wish to include a gift to OAK in your existing Will, you can simply add a codicil, signed and witnessed in the same way as your Will
  • The residue of your estate – The remainder of your estate after specific gifts have been disbursed
  • A percentage of your estate – You could choose to leave a percentage of either the residue of your estate, or a percentage of your entire estate
  • A specific gift of cash
  • An asset – This could be real estate, shares, bonds or other articles of value
  • An alternative or conditional bequest – In the unlikely event that your beneficiaries don’t survive you, you may wish to leave your Estate to OAK

Legal Information

The following may be useful information to pass on to your solicitor.

Registered name: OAK Tasmania

Registered office address: 6B Lampton Avenue Derwent Park, Tasmania, Australia, 7009

ABN: 440 559 203 06

OAK is registered with the Australian Charities and Not-for-profits commission as a Public Benevolent Institution and endorsed as a Deductible Gift Recipient (DGR) under section 30-15 of the Income Tax Assessment Act 1997 (Cth).

If you would like to explore ways in which you can create a positive legacy call us on 03 6208 0600 or contact us.

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