A bequest is a gift or donation that is left in a will – and a wonderful way to ensure Jewish culture thrives beyond your lifetime.
If you are considering or have already made a bequest to us, please let us know, in confidence.
Membership of the Lubofsky Society
Membership of the Society is open to anyone who confirms in writing that they have made a bequest to the Jewish Museum of Australia. Once you have advised us of your decision to leave a bequest to the Museum, you will be invited to become a member of the Lubofsky Society. Members come together to enjoy events with a variety of speakers and entertainment throughout the year.
Special privileges include:
- Invitations to attend events with special guest speakers.
- A private tour of the Jewish Museum for friends and family.
- A special lapel pin.
- Members name recorded on an Honour Board.
- A personalised signed certificate of appreciation framed.
There are no membership fees and no minimum gift amounts to join the Lubofsky Society; the size of gift is entirely your choice and kept confidential.
How to leave a bequest in your will
We understand that making a decision about how your estate is distributed is a very personal one. If you would like to ensure all or part of your estate is bequeathed to the Jewish Museum, it’s a good idea to seek professional legal advice. This will ensure your wishes are met.
Your gift can take a variety of forms:
- Pecuniary – a specific gift of cash.
- Percentage – a percentage of either the residue or the entire estate.
- Residuary – the remainder of an estate after specific gifts have been disbursed.
- Specific asset – real estate, shares, bonds or other particular items of value.
Residuary and percentage are considered the most beneficial forms of a bequest for recipients as they hold their value over time. You may like to consider leaving a percentage of your estate rather than a dollar amount, as the value of your bequest could be significantly eroded by inflation between the time you write your will and the time it is administered.
If you would like to make a bequest, you will need your solicitor to insert a clause in your Will. You may find it useful to discuss the following clauses with your solicitor:
- I bequeath to the Jewish Museum of Australia, 26 Alma Road, St Kilda, VIC 3182 the sum of $X.
- I bequeath to the Jewish Museum of Australia, 26 Alma Road, St Kilda, VIC 3182 X% of my estate.
- I bequeath to the Jewish Museum of Australia, 26 Alma Road, St Kilda, VIC 3182 X% of the residue of my estate.
- I bequeath my X (description of property or asset/s) to the Jewish Museum of Australia, 26 Alma Road, St Kilda, VIC 3182
We also recommend the following clause:
I bequeath this free of all charges to the Jewish Museum of Australia, 26 Alma Road, St Kilda, VIC (ABN: 21 005 574 210) to be used for general purposes. The official receipt of the Jewish Museum will be sufficient acknowledgement of having received this gift.