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Considering leaving your money to charity? Here is what you need to know

Updated: Jun 13, 2021

If you’re planning to name a charity as a beneficiary in your Will, you’ll be joining around 7 per cent of generous Aussies. Whether your choice is backed by a strong connection to a cause or a deep affinity for the charity itself, it’s important to speak with a lawyer to ensure your final philanthropic wishes come to fruition.

Now, while there aren’t any rules about who you can leave money to in your Will, there are legal considerations to keep in mind. Allow us to shed some light.

Firstly, let’s consider the impact

If you have family or significant people in your life and they are excluded or not adequately provided for in your Will, it’s important to understand the possible legal consequences. The truth is, if your partner, spouse or dependent is left with nothing, they may have grounds to challenge your Will. Not only is challenging a Will a complex process but it is also expensive.

So, whether you’re planning to leave some or all of your estate to charity, speak with a lawyer to discuss the potential impact on your loved ones. They will be able to talk through your specific situation and provide expert legal advice.

How to name a charity as a beneficiary

If you have decided to name a charity as a beneficiary in your Will, you will need a lawyer to draft the appropriate clauses.

Need some help with your Will? Get in touch with the team for a no obligation discussion.

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