Bequests

Have you considered leaving a legacy to the Society?
Making a bequest to the Society provides a way to make a significant gift that you may not find possible during your lifetime.

The Society welcomes all bequests as they can greatly support our work to help current and future generations remember, interpret and understand their South Australian family history

Forms of bequests include;

  • Gifts of cash;
  • The whole or percentage of an estate;
  • Works of art or literature;
  • Real estate;
  • Stocks and shares;
  • Copyrights.

The Society recommends that bequest donors seek professional advice in arranging a bequest. Suggested wording for a bequest to the Society can include the following wording:

"It is my/our wish to give (% of my estate or nominated amount, or shares or property, works of art etc) to the SA Genealogy & Heraldry Society inc for the use and benefit of the Society in pursuit of its objects."

Variances

  1. A donor may wish funds to be directed to a specific area of the Society's activities, such as the funding of a particular project, or the acquisition of certain family history information resources;
  2. They may wish for their bequest to be used at the Society Council's absolute discretion;
  3. They may request that they would like their bequest to be either anonymous or acknowledged in some way.