You can make a lasting difference to the lives of those with a blood condition through a bequest in your will.

You can include a bequest 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 in a legally binding way.

Leaving a bequest in your will is a meaningful way to acknowledge a loved one.

Your bequest can be made in a number of ways:

• A residual gift – a share or whole of your estate after making provision for family and friends;
• A percentage of the overall value of your estate;
• A specified sum; or
• A gift of real estate, stocks, bonds, shares, artwork etc.

Wording your will

The following wording should be used when including PBI in your will:

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, please contact our CEO, Cate Cassarchis.

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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.