Types of Gifts in Wills

Gifts of any amount are greatly appreciated, because any gift in your Will can help support future heart health initiatives.

Gifts in wills of any amount are greatly appreciated, because any gift in your Will can help support future heart health initiatives. Small or large, you can rest assured that your big-hearted gift will make a difference over the years to come.  

You can include a gift in your Will in several ways. What works the best for you will likely be based on your circumstances and preferences.  

Here are some of the main options: 

 Whole estate 

This is when you choose to leave your entire estate to the Heart Foundation. Many people who do not have children are choosing this exceptionally generous option.  

Residual gift

A residual gift is one in which you leave a portion of your estate to the Heart Foundation. It is commonly stated as a percentage of your estate residue, or the amount that is left once you have taken care of your loved ones and expenses.

Pecuniary gift (leaving a specific amount) 

This is when you choose to leave a specific amount of money to the Heart Foundation in your Will. While these gifts are deeply appreciated, a percentage gift may give you more peace of mind.  

 Keep in mind that more and more supporters, just like you, are including percentages – such as 10 or 20 per cent of their estate – as gifts to the Heart Foundation in their Wills.  

 Pecuniary gifts:  

• Are simple. You do not know what your final estate will contain, however a percentage gives you peace of mind.  
• Automatically adjust to changes in your estate’s value.  
• Allow you to take care of your loved ones first
• Allow you to include a few of your preferred charities equally.