Leaving a bequest to the Jewish Museum of Australia
Leaving a bequest in your will can make a world of difference to the work we do and will allow our future generations to continue engaging with Jewish culture through the Museum’s activities.
A bequest is a gift or donation of any size that is left in your will. A bequest is a wonderful way to ensure that your generosity continues to make a significant difference beyond your lifetime.
The Jewish Museum has been privileged to receive bequests from some of our members and supporters after their death. We are extremely grateful for this support but would have liked to have said thanks during their lifetime.
If you are considering or have already made a bequest to the Jewish Museum, please do 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.
Once you have advised us of your decision to leave a bequest to the Jewish Museum, you will be invited to become a member of the Lubofsky Society. Members will share a unique bond and be part of a warm caring group of individuals who want to support the Jewish Museum’s activities.
The group will come together with other like-minded members in a welcoming and social environment to enjoy events with a variety of speakers and entertainment regularly 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
Members will also hear about the Lubofsky Society and how bequests are making a difference now as well as some of the exciting advances and plans for future exhibitions and activities.
There are no membership fees and no minimum gift amounts to join the Lubofsky Society. The size of the gift is entirely the members’ choice and is 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 that 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.
For further information about leaving a bequest in your Will, please contact Abby Finn, Development Director.
P: 03 8534 3601
M: 0401 378 804