Gifts that cost you nothing now

Gift in a Will

Gifts in Will and gifts by beneficiary are two easy ways to make an impact for those in need for generations to come — and they don’t cost anything now.

Making a legacy gift in your Will or trust is one of the easiest and most popular ways to leave a gift for others to live out their lives with dignity and equality. Bank accounts, brokerage accounts, retirement or pension accounts, and other financial assets are options for supporting Aruma through a gift in your Will.

Here are the ways most people make this lasting gift for Aruma:

Gifts by beneficiary nomination

Along with leaving a gift in a Will or giving through a trust fund, gifts by beneficiary nomination are among the easiest gifts to make.

You can name Aruma as a beneficiary of your Superannuation fund, retirement or insurance plan without having to visit a solicitor. It’s as simple as logging into your Superannuation fund and adding or changing a beneficiary immediately, online or via a form.

As with all gift planning, you should consult with your financial advisor and estate-planning solicitor to determine what planned gift strategy is best for your current tax situation and income requirements. Consulting estate-planning professionals will help ensure that your wishes to make a lasting impact will be fulfilled.