Bequest (Leave a Legacy)

Those who wish to make a measurable difference to conservation and a contribution to South Africa’s sustained natural heritage through their estate are able to make a bequest to The Wildlife Conservation Trust. In so doing, the deceased’s estate is able to claim the bequest as a deduction, and save the estate up to 20% of the value of the bequest in estate duty.

What is a legacy or a bequest?

A sum of money, items of property or possessions left in a last living will/ testament to another person, group, organisation or charity.

How do I change my existing will to add Wildlife Conservation Trust?

You can easily add a section, which is called a codicil, and name the Wildlife Conservation Trust. A codicil is prepared and signed and then read together with your will.

How can I remember the WCT in my will?

We recommend you take the wording suggested below to your advisor for their information and appropriate incorporation in your estate plan:

“I bequeath to the Wildlife Conservation Trust (WCT), a Trust registered with the Master of the High Court, under IT586/2015(3), registered Public Benefit Organisation, PBO Registration number 930049115.”

Exemption number ?, or the successors in title or practice to the Wildlife Conservation Trust…”

I further express the wish that such bequest be used for the general purposes of conserving threatened species and habitats for future generations.”

There are different types of bequests, and you may select any one or a combination of the options below:

  • Balance of your estate after caring for your loved ones
  • A specific amount of money
  • A percentage or portion of your estate
  • The residue of the estate
  • This could include real estate, vehicles, art, antiques, jewellery, shares, or unit trusts (to name a few).
  • A life insurance policy. You can nominate WCT as the beneficiary on a new or existing policy, or if the policy is no longer needed, its ownership can be ceded to us.

Kindly let us know when you have named Wildlife Conservation Trust in your will or trust so that we may include you in our Legacy Society.

 


Click Here to download the Legacy Gift Document