Gifts that cost you nothing now
An impact for generations to come.
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:
Residual gift in Will
Leaves Aruma a percentage of, or the remainder of your estate after other bequests, debts and taxes have been fulfilled.
Specific gift in Will
Leaves Aruma a specific dollar amount or stated fraction of your estate, or a specific gift in kind (collections, art, books, jewellery, etc.)
Family first gift in Will
Leaves Aruma a stated share of your estate, only if a spouse, family member or other beneficiary does not survive you.
Endowment/trust fund gift in Will
Leaves Aruma a donation that will keep on giving forever.
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.
Life insurance plan gift
A gift of life insurance is another way to make a significant contribution to Aruma.
Trust or private ancillary funds
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.