How can my bequest help patients at Epworth?

By leaving a bequest to Epworth Medical Foundation in your Will, you help us plan for the future with confidence, ensuring we can provide the very best care for our patients for generations to come.

For many, leaving a bequest to Epworth Medical Foundation represents an opportunity to support Epworth in a greater capacity than they might be able to do during their lifetime.

With your bequest you can:

  • direct it towards an area of health that is of personal interest to you
  • advise how you would like it to be used, for example, to fund research and clinical trials
  • help fund cutting-edge new equipment or to fund a perpetual scholarship
  • create a permanent endowment from which dividends will be distributed every year, in perpetuity

Types of bequest

Whole estate

Leave your entire estate

Residual gift

A residual gift includes the remainder of your estate, after you have first provided for your loved ones.

Percentage or fractional gift

Dividing your estate by percentage or fractions.

Specific gift

A simple way to donate a specific dollar amount, property or assets.

Share Portfolio

Donating your share portfolio or stocks to Epworth will not incur capital gains tax.                

Suggested wording

Below is suggested wording to include a bequest in your Will.


“I give to the Epworth Medical Foundation Limited, ABN 59 135 483 055, of 89 Bridge Road, Richmond VIC 3121

  • All of my residuary estate, OR
  • ___ percentage of my residuary estate, OR
  • The sum of $ ____ OR
  • List asset or assets OR
  • My share portfolio of stocks or shares

to be applied for the purposes of providing medical care, facilities, equipment or research at Epworth HealthCare by the Foundation. I declare that the receipt of a Director of the Foundation or other authorised officer will be a sufficient discharge to my executors, who will not be bound to see the application of this gift."


Gift in Will

Ronda’s reasons for making a gift in Will

Ronda Jenkins OAM has made great strides in the athletics world – working in the Olympics and the Commonwealth Games, and even running with the torch.

She’s a champion at Epworth, giving countless hours on behalf of patients as the secretary of Friends of Epworth since 2000.

“Epworth is a wonderful hospital, and the care my mother received on many occasions gave me a great rapport with the hospital. I am in awe of what Epworth stands for and what it accomplishes.”

“I am committed to leaving a gift in my Will to help Epworth continue to be the best.”

How to prepare your Will to include a bequest to Epworth Medical Foundation 

Creating or amending your Will is the best way to ensure your wishes are carried out.

Step 1 - Decide on the type of bequest

Decide on the type of bequest you might like to give and area of health care that is important to you.With your bequest, you can choose to direct your gift towards an area of health that is of personal interest to you, such as cancer research.

Step 2 - 30-minute consultation with a solicitor

Epworth can provide you with a 30-minute consultation with a solicitor. We understand that creating or amending a Will can seem complicated, that's why EMF arrange legal advice for the legacy you hope to create in the future, at no cost to you.

Step 3 - Attend one of our Wills Planning Workshops

Attend one of our free Wills Planning Workshop to learn from our professional Estate planners on how to finalise your estate and protect your legacy.

Step 4 - Complete a personal affairs record

Our personal affairs record helps you to summarise your life and assets to make it easier on those you leave behind. Once you have completed this document, we recommend keeping it somewhere your loved ones, solicitor or executor will find it.

Step 5 - Contact us if you have any questions

For more information and a confidential discussion about leaving a bequest to Epworth contact Vanessa Dannock.

Discuss leaving a bequest with the EMF team

If you are generously considering leaving a bequest to Epworth, contact Vanessa Dannock to discuss the difference you can make from such an extraordinary gift.

Philanthropy Manager

Vanessa Dannock

Contact Vanessa Dannock today for more information.

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