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Timor-Leste: Ilda and her husband Angelino, with their kids Rivaldo and Govino. She has always been a saver, even before joining ROMANSA. She is currently a leader in her group. Photo: Patrick Moran/Oxfam

Charitable Bequests

Leave a gift in your Will

Receive your free Gifts in Wills information pack.

By filling out this form, you agree that Oxfam Australia may contact you about the different opportunities to support its work around the world, including fundraising. You consent to Oxfam Australia collecting and handling your personal information in accordance with its Privacy policy. If you have any questions, please email us at enquire@oxfam.org.au or call 1800 088 110.

A gift in your Will helps create a world without poverty

Whether it’s large or small, when everyday people like you leave a gift in your Will, including money or other assets, it creates a ripple effect that makes a big difference in the lives of people around the world.

After looking after the needs of your loved ones, leaving a charitable gift (charitable bequest), even as little as 1% of your entire estate, ensures that the legacy you leave behind will continue to change lives experiencing poverty, injustice, and disasters for generations to come.

Your legacy, tackling poverty together with Oxfam

Why leave a gift in your Will to Oxfam?

Oxfam’s ultimate vision is a just world without poverty. This means that by leaving Oxfam a gift in your Will, you are supporting a global movement of people working hard to tackle poverty through practical, innovative solutions which help people improve their lives.

Whether it’s supporting families displaced by the climate crisis, ending gender discrimination or fighting for justice for the First Peoples of Australia, leaving a gift to Oxfam is a contribution that keeps on giving for generations to come.

“I can’t afford to give more at this stage in my life, but after I’m gone I’m not going to need it, so leaving a decent amount for Oxfam in my Will is the next best thing.”

– Kate Johnson who included a gift to Oxfam in her Will

Kenya: Abdia Ibrahim, program participant of the water project in Barambale in Isiolo county where a water point was set up by MID -P in partnership with Oxfam drinks tea with her son. Photo: Eyeris Communications/Oxfam

How to leave a gift in your Will

How to write, update or amend a Will

It doesn’t take long to change the world. Our suggested Will wording makes it easy to get started.

Find out more

Types of gifts to leave in your Will

Learn about the different types of bequests you can leave in your Will.

Find out more

Legal help with a charitable bequest

If you’re helping a loved one or client leave a gift in their Will, you can find out more here.

Find out more

How your Will can change lives

When you put Oxfam in your Will, your values and compassion will transform the lives of people all over the world, for many years to come.

Gender Justice

Discrimination and injustice are major causes of poverty worldwide, and women and girls bear the brunt of it.

Read more

First Peoples Justice

Poverty in Australia is just as harsh as it is in developing countries and it’s our Indigenous Australians who are among the most disadvantaged.

Read more

Economic Justice

The divide between rich and poor undermines progress against poverty. Inequality robs the poorest people of the support they need to improve their lives.

READ MORE

Climate Justice

We support those most vulnerable to the climate crisis, while fighting to protect the planet. Your charitable bequest can help future generations from the impact of climate change.

Read more

Frequently Asked Questions

We know it can be challenging to navigate preparing a will and leaving a bequest. We are here to help.

Why make a Will?

A Will leaves clear instructions that tell people what you want to happen to your assets after you die. It helps make sure that:

The people responsible for managing your estate know how you want your affairs to be handled
Any dependants such as children are properly taken care of

Your assets are distributed in a way that reflects your values and instructions

If you wish to bequeath a gift to Oxfam, leaving these instructions behind in a legal Will is the only way to ensure that your wishes are followed through with. We recommend that you consult a solicitor or seek legal advice when preparing a Will.

How to write a Will

Writing a Will can sound overwhelming, but it doesn’t have to be complicated or time consuming. In Australia, anyone can prepare a Will if they are over 18-years old and deemed to be of sound mind.

For a Will to be valid it must be:

Written down – you can’t rely on verbally passing on your wishes

Signed and witnessed by two people who aren’t your heir or spouse.
 
Different States and Territories may have different rules, so it’s recommended that you check any relevant Government websites before you start to make your Will. You can choose to have a trusted professional such as a solicitor help you write your Will or you can write your own using a DIY Wills kits often found online. To write your own Will you must:

Speak to a solicitor or legal professional if you have any questions about how to write your Will

Read example Wills available online to understand how to structure it and the appropriate language to use

Download or purchase a DIY Wills kit

Visit the Public Trustee site for you State or Territory to make sure that you understand the services available to you and what it means for life events such as marriage or divorce

Be very specific in your instructions and careful to include as much detail as possible. This avoids the possibility of misinterpretation or your Will one day being deemed invalid (Oxfam can help you find someone to help you write your Will if clear communication is a concern for you)

If you have a relative or business that is connected to you that you wish to exclude from your Will be very clear about this also

File your Will somewhere safe but easily accessible for your loved ones if they need to access it at a later date. Leaving a copy with a solicitor or trusted professional is also a good idea

Remember to update your Will every few years to reflect your circumstances

A Will gives you the power to choose how your assets can benefit your loved ones and adding a bequest to Oxfam ensures you leave a legacy that benefits people all around the world.

How do I update my Will?

If you’ve already made a Will but have decided that you want to update it or make changes, you can:

Add a codicil to your existing Will

Choose to revoke the Will and write a new one

Destroy your Will

A Codicil is just an addition that can be added to your Will, and is often all that’s required if you are only making a minor change to your Will. If it’s a large change, you’ll likely be required to write a new Will. To update your Will with a codicil you must:

Identify the exact section in your Will that you wish to update and clearly record it with the new information you wish to include

Use the same language in your Will as you do in your codicil

Include a sentence that references your original Will by date

After adding your new provisions, include a sentence indicating that the rest of the Will shall remain as it is

Ensure that the codicil is signed, dated and kept in a safe place with the original Will

If you have any questions or are unsure on how to update your Will, seek the advice of a lawyer or professional.

What is a charitable bequest?

Charitable bequests are simply a donation left in your Will to a charity of your choice. It can be the whole amount, a specific amount or percentage of your estate (see more about the types of bequests). For many people who have lived a life of compassion, it is natural to wish to use a portion of the assets they leave behind to help improve the lives of others. Bequests are a popular way to provide support for generations to come. A bequest is also a wonderful way to donate to your charity if you have not been able to during your lifetime. By choosing to leave Oxfam a bequest in your Will, your legacy will help fund the important work that goes into overcoming poverty, injustice and environmental destruction around the world.

Types of bequests

There are many different bequests you can gift in your Will. The type of bequest you wish to leave is entirely up to you

Residuary bequest (a provision in a will that donates the remaining portion of an estate to a charitable organisation after all debts, expenses, and specific bequests have been fulfilled.)

Pecuniary bequest (a specific provision in a will that designates a specific sum or a fixed asset to be donated)

Specific bequest (a provision in a will that designates a particular asset or fixed amount of money to be donated)

Contingent bequest (a provision in a will that designates a gift to a certain beneficiary only if certain conditions or events occur, such as if other named beneficiaries predecease the testator.)

Percentage of estate (a provision in a will that designates a specific percentage of the estate’s value or of a particular asset to be donated)

Whole estate (a gift expressed that comprises your entire Estate and is usually left by those without family or other preferred beneficiaries, or those wanting to achieve something very significant with their gift.)

See our types of bequests page for more information > 

How to include a charitable bequest in your Will

Including a gift in your will is easy. You can either include it as you create a will, or add a section after you create it (an amendment). From the wording of your Will to the types of gift you could choose to bequest, we’ll give you all the essential information. Simply scroll to the ‘how to leave a gift in your will section’ above for details. If you have any questions, give us a call on 1800 088 110 or send us an email: bequest@oxfam.org.au

Can I choose how my charitable bequest is spent?

Including a gift to Oxfam in your Will is an act of trust. That’s why it’s so important to us to respect your trust, by making sure your gift efficiently and cost-effectively goes where it will have the most impact. When you leave a gift to Oxfam in your Will, we spend it where it is most needed, always striving to be transparent in our distribution. However, if you wish to support one area of work, such as girls’ education or clean water, get in touch with a member of our Bequests team below.

What happens if there is no Will?

If you pass away without a Will, it’s known as intestacy. Although the rules around intestacy are different depending on which state or territory you live in, most commonly, an intestate estate is simply divided amongst any surviving spouses, de-factos and children. If there is no immediate family members to allocate to, more distant relatives will receive portions of your estate. If there are no distant relatives or close friends, your Will is likely to be passed to your state or territory government under Succession Law.This means that without a Will you won’t have a say in who benefits from your legacy, which can lead to family disputes or your wealth being used in ways that don’t reflect the values you carried through life.

Information for solicitors and executors

Are you helping a friend, family member or client include a gift for Oxfam in their Will?Helpful information for solicitors and executors can be found on our Legal help with a bequest page.

For solicitors making a Will

Thank you for helping to make a Will that includes a bequest to Oxfam Australia. Please refer to our suggested wording for different types of bequests and download our Wills Guide for further information.If your client would like their gift to be used for a specific purpose, please contact our Bequests Team to make sure that their wishes can be carried out. To thank your client in person for their generosity, we’d also like to invite them to connect with us and a community of other wonderful individuals who support us in this way. Please ask your client to contact us on 1800 088 110 or at bequest@oxfam.org.au for details of our upcoming community events.

For executors administering a Will

Thank you for making sure that a bequest to Oxfam Australia is properly administered. To finalise the process, please send us the following information:

A cover note that includes your contact details, and the full name and last known address of the deceased person

A copy of the final Will and any codicils

A statement of estate accounts

Once the estate is ready to be distributed, we ask that you please post a cheque made payable to Oxfam Australia to:Gifts in Wills CoordinatorOxfam Australia Head Office130–138 Leicester StreetCarlton VIC 3053

I’m ready to do a bequest. Now what?

Fantastic! We are so happy to hear.Here’s what to do next:

Decide on the type of bequest. See the types of bequests

Find a solicitor in your area if you need advice or write a will online.

Ensure you use the recommended wording for your bequest: see our will wording page

Email or call to let us know or if you have any questions (details below). We’d love to hear of your bequest and say thank you!

Contact our Bequests Team

Sam Allen, Gift in Wills Manager

If you are ready to make a bequest, have any questions, would like to speak to us or would like us to send you a Will guide in the mail, please contact Sam and our wills team on 03 7067 5390, email bequest@oxfam.org.au or use the form below. You can also sign up to keep in touch with us.

By filling out this form, you agree that Oxfam Australia may contact you about the different opportunities to support its work around the world, including fundraising. You consent to Oxfam Australia collecting and handling your personal information in accordance with its Privacy policy. If you have any questions, please email us at enquire@oxfam.org.au or call 1800 088 110.