You can create a legacy for future generations by including the Sir Robert Menzies Memorial Foundation in your will.
A bequest may be directed towards the Foundation's Scholarship program, towards the other leadership activities of the Foundation, or towards its more general purposes.
Recognition of your name, or the name of your family may be linked to a bequest giving significant support to a particular program or activity.
Form of Bequest
Please see information on how to include the Foundation in your will here.
The following simple form of bequest may be adapted for use by persons intending to benefit The Menzies Foundation by their wills.
I GIVE to the Sir Robert Menzies Memorial Foundation Limited of 210 Clarendon Street, East Melbourne the whole of my Estate (or ..........% of my Estate or all of the residue of my Estate or the sum of $....................) free of all duties and deductions, to be applied for the purposes of the Foundation and I DIRECT that the receipt of the Menzies Foundation be accepted as a sufficient discharge for the same.
You can leave a bequest to the Foundation by adding a codicil to your current will or by drafting a new will. It is recommended that you seek advice from a solicitor when making your will.
The Foundation is a tax deductible gift recipient (DGR). Testamentary gifts of property to DGRs are exempt from capital gains tax.
For a confidential discussion or, if more convenient, a home appointment please contact the Chief Executive Officer at the Menzies Foundation:
ph 03 9419 5699
Ms Sarah Hardy
Chief Executive Officer
The Menzies Foundation
210 Clarendon Street
East Melbourne Vic 3002