Leaving a Gift in your Will

You can make a lasting difference to the lives of those with a blood condition through a gift in your will. Leaving a gift in your will can also be a meaningful way to acknowledge a loved one.

Ways in which your Gift can Make a Difference

Your gift will support our scientific research into blood disorders such as thrombosis, haemophilia and blood cancers, leaving a lasting legacy for patients and their families.

Leaving a gift in a will is a very personal decision. We will respectfully and confidentially discuss your specific wishes with you and provide information on our work to assist you to determine how best to ensure your gift meets your wishes.

Wording your will

You can include a gift when you write or update your will, or simply add a codicil to your existing will.

We encourage you to have a discussion with your loved ones if you are considering leaving a gift in your will to ensure your final wishes are carried out. It is also important to take legal advice to ensure your wishes are recorded correctly.

Your gift can be made in a number of ways. The following wording is provided to assist you to word your gift appropriately:

I bequeath to The Perth Blood Institute Limited ABN 24164941815 free of all duties

  • the residue of my estate (or)
  • _____% of my residuary estate (or)
  • the sum of $_____ (or)
  • specified item(s)

to be applied for the purposes of research by the Institute OR for the purpose of _______________ .

I declare that the receipt of a Director of the Institute or other authorised officer will be a sufficient discharge to my executor(s).

If you would like a confidential discussion on leaving a gift to Perth Blood Institute, please contact our CEO Cate Cassarchis on [email protected] or call her on 0412 138 738.

Deductible Gift Recipient Status

PBI holds deductible gift recipient status and is fully tax exempt.

Capital Gains Tax on estate assets and transfer of shares ‘in specie’

As PBI is fully tax exempt, the transfer to PBI of capital gains tax assets such as shares or real estate will result in significantly reduced tax liability, rather than transferring the proceeds from the sale of the assets.