Children are at the heart of everything we do. Founded 80 years ago, Plan International strives to safeguard the rights of children and to make sure that girls have equality. It is one of the largest children’s development organisations in the world, and has no religious affiliations.
Plan International is on the ground in more than 50 countries helping communities to overcome the impacts of poverty. A key part of this is to ensure that vulnerable children are able to access clean water, nutritious food, safe areas, appropriate health care and an education. Every day, we are able to meet the needs of marginalised children and their families because someone kindly thought of Plan International Australia at the time they wrote or updated their Will. We are very grateful to everyone whose commitment to creating a better world for children inspired them to leave such a special gift.
We acknowledge the special role that Solicitors, Trustee Companies and Executors play in facilitating charitable gifts that contribute towards our efforts for children.
We trust you will find the information needed to either include a gift in your client’s Will or distribute a gift from an Estate where you have been named as Executor.
Information for Solicitors including a gift in your client’s Will
Information for including a gift in your client’s Will
As a provider of professional legal, estate planning and Will-writing services, you will meet with many people to draft or update their Wills. We believe you have a vital role to play in our efforts to safeguard children’s rights and ensure equality for girls.
You can help fulfill your clients’ philanthropic wishes to support Plan International Australia through their Will. By encouraging them to share their wishes with their family, you can also help prevent issues from cropping-up further down the track
To include a gift to Plan International Australia in their Will, suggested wording is:
“I give free of all duties or taxes...
[Please insert here the appropriate statement selected from the six options below:]
- the whole of my estate
- [insert number] percent of my estate
- the residue of my estate
- [insert number] percent of the residue of my estate
- the sum of $ [insert value of your gift]
- [insert number] of my [insert name of shares] shares.
...to Plan International Australia (ABN 49 004 875 807) for its general purposes. The official receipt of the organisation shall be a full and sufficient discharge to my executor.”
Every gift we receive, no matter its size, helps to safeguard children’s rights and ensure equality for girls. We are thankful to everyone who helps administer a bequest through a Will for the work of ‘Plan International Australia’, or ‘Foster Parents Plan of Australia’ as it was formerly known.
As an Executor to an Estate naming Plan International Australia as a charitable beneficiary, you are uniquely placed to ensure that the last wishes of someone close to you are carried out as they intended. If you have a solicitor acting on your behalf, please provide this information to them.
Your role is an important one that can sometimes be time-consuming and complex. We are here to answer any questions you may have about distributing a gift to Plan International Australia. When the time comes to complete the affairs of the Estate, we will need the following gift-related documents:
- A copy of the last Will, along with any codicils
- Details of the next of kin or surviving close friends so that we can write to thank them and answer any of their questions.
If Plan International Australia is a named beneficiary of the residuary of the Estate, or a proportion of the entire Estate, please also send:
- Grant of Probate
- Copy of Statement of Assets and Liabilities
- Statement of distributions, and,
- Upon completion of the Estate administration, a copy of the Estate Accounts.
Distribution of Gift
When you are in a position to distribute the gift from the Estate, please make cheques payable to Plan International Australia, sent for the attention of our Gifts in Wills Officer. Our postal address is:
Gifts in Wills Officer
GPO Box 2818
Melbourne VIC 3001
Alternatively, if you prefer to make distributions via EFT directly into our account, please contact the Gifts in Wills Team on 03 9672 3615 for the correct details.
If you have any questions please , our Gifts in Wills Officer or call her on 03 9672 3615