Information for solicitors and trustee companies.

Baptist Care SA fully appreciates the special role that members of the legal profession play in facilitating charitable bequests. Thank you. 

 

When advising your client, please ask how their gift should be directed:

 

  • A gift to Baptist Care SA

Gifts to Baptist Care SA are carefully considered by our Board and allocated according to need, unless specified by you.

 

  • A gift to Baptist Care (SA) Foundation

Gifts to our Foundation are placed in an Endowment Fund for the long-term benefit of Baptist Care SA. Every year a minimum of 4% of the revenue generated from the fund is given to Baptist Care SA.  How this is used is determined by the Baptist Care SA Board, but is broadly directed to building organisational capacity and community engagement.

 

All gifts are diligently managed and will make a genuine and transformational difference. 

 

Suggested wording for leaving a gift in your will.

If you are helping someone include a gift to Baptist Care SA in their will, the following are suggested clauses you may use:

“I give free of all duties or taxes … (please insert here the appropriate statement from the options below)

 

  1. [insert number] percent of the residue of my estate
  2. the residue of my estate
  3. the sum of $ [insert value of your gift]
  4. [insert number] of my [insert name of shares] shares.

 

…to Baptist Care SA (ABN 81 257 754 846) for its general purposes and I declare that a receipt issued on the authority of Baptist Care SA shall be sufficient discharge to my Executor in respect of this gift.”

 

NB if the gift is to be directed to the Baptist Care SA Foundation, the ABN is 39 693 317 891

 

 

Gifts in Wills – Quick Information for Solicitors and Trustee Companies

 

Legal Name:   Baptist Care SA

ABN: 81 257 754 846

Baptist Care SA Foundation ABN: 39 693 317 891

 

Registered Address: 130 Rose Terrace, Wayville SA 5034

 

Any questions? Please contact Hugh Ballantyne, Fundraising Manager on 8273 7100 or email [email protected]

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Baptist Care SA, lives, works and walks on Kaurna, Peramangk and Boandik lands. We acknowledge Aboriginal people as the state’s first peoples, recognise their traditional ownership, and respect their cultural heritage, beliefs, deep connection and continued guardianship of land and waters. We value the contributions of Elders past and present, and are committed to learning from those emerging.