Bequests

Bequests

Thanks to the foresight and generosity of the late Anthony Gilbert AO, Bell Shakespeare has become the accomplished Company that it is today, and his legacy still lives on.

By leaving a bequest for Bell Shakespeare in your Will, you create an enduring and deeply personal gift that helps make sure future generations are introduced to, and inspired by, the work we do.

Now in my 80s, I wish I could be more certain that, as I nod off, I will feel on the back of my neck the hot breath of likeminded successors. They will be intent on the same enjoyment and satisfaction that I have experienced.

The Late Anthony Gilbert AO

 

Our strategic plan is to build our capital reserves to secure Bell Shakespeare’s future. Your bequest will assist the realisation of that plan and will be acknowledged appropriately.

We set out below a simple form of bequest. This is not, however, offered as legal advice, which should always be obtained from your own lawyer.

“I give and bequeath the sum of $_____ to the public fund of the Bell Shakespeare Company Limited to be used for the principal purposes of the Company. The receipt of an authorised officer of the Company for the time being will be a full discharge to my trustees for the legacy and my trustees shall not be obliged to see to its application.”

A legacy can be added to an existing will, in appropriate circumstances, by means of a codicil but, again, legal advice should be obtained from your lawyer to ensure your intentions are effectively realised.

It is our understanding that at this time testamentary gifts are not deductible for income tax purposes.

The form of bequest suggested above provides for the gift to be applied for the principal purposes of The Bell Shakespeare Company Limited and would allow the Company’s Board freedom to use it in the best interests of the Company at the relevant time. That is our preferred option because of the flexibility in application it permits. If, however, you wish to have your gift applied to a particular purpose of your choosing we invite you to consult with us to ensure your intended objective can be achieved.

You may speak with us in confidence about the options and opportunities available to you relating to a bequest or any other gift to the Company by calling our Debra Reinecke, Head of Development, on 02 8298 9082 or debrar@bellshakespeare.com.au

All gifts in support of Bell Shakespeare are received by the Company’s public fund, The Bell Shakespeare Company Fund.

The Bell Shakespeare Company Limited protects the personal information provided to it by individuals in accordance with the Privacy Act.