Leave a Bequest

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What is a legacy or a bequest?
A sum of money, items of property or possessions left in your Will to another person, group, organisation or charity. There are different ways of structuring a bequest, such as a specific sum of money or item, a percentage of the value of your estate, the residual (or a percentage of it) or an insurance policy. Your financial advisor, attorney or banker can assist you and advise you on what would be best for you.

Why should I leave a bequest to the Breede River Hospice?
Our mission at Breede River Hospice is to provide holistic palliative care to communities of Ashton, Bonnievale, McGregor, Montagu and Robertson, free of charge and your bequest will support us in continuing to offer this service.  A bequest is a gift that will keep your beliefs and values alive and it would be an honour and privilege for us to receive a bequest from you.
Apart from leaving a legacy, by remembering the Breede River Hospice in your Will, it will exempt such part of your estate from estate duty.  Section 4(h) of the Estate Duty Act determines that bequests made to approved public benefit organisations qualifies for a deduction from the value of your estate before estate duty is determined.

How do I leave a bequest in my Will to Breede River Hospice?
As noted above, it is important to obtain expert advice from your financial advisor, attorney or banker before drawing up a Will or making changes to it. Should you wish to leave us a bequest we recommend the following wording, as a starting point:
“I bequest to the Breede River Hospice, registered NPO number 036-816-NPO, and PBO Exemption number 18/11/13/2935 the ……..”

What if I already have a Will?
You can change your Will through a Codicil which is then read together with your Will. This Codicil will name Breede River Hospice as a beneficiary.

I have left a bequest to Breede River Hospice. Now what?
If you choose to make a bequest to Breede River Hospice, please let us know, as we would love to thank you for your generosity. There is no obligation, and should you wish to change your Will at a later stage, we will fully understand, but it will help us with our planning if we are aware.  We will ensure we keep your information strictly confidential.

For further information please contact:
Priscilla Cloete
Tel: 023 626 5710 or via email priscilla@hospicebreederiver.org.za

Breede River Hospice Registration Information:
NPO    036-816-NPO
NPC    1999/020493/08
PBO    18/11/13/2935


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Wat is ’n erflating of bemaking?
’n Bedrag geld, eiendom of besittings wat u in u testament aan ’n ander persoon, groep, organisasie of liefdadigheidsorganisasie nalaat. Daar is verskillende maniere om ’n bemaking te struktureer, byvoorbeeld ’n spesifieke bedrag geld of item, ’n persentasie van die waarde van die boedel, die residu (of ’n persentasie daarvan) of 'n versekeringspolis. U finansiële adviseur, prokureur of bankier kan u bystaan en u adviseer oor wat die beste vir u sal wees.

Waarom ’n bemaking aan die Breede River Hospice?
Ons missie by Breede River Hospice is om holistiese palliatiewe sorg kosteloos aan die gemeenskappe van Ashton, Bonnievale, McGregor, Montagu en Robertson te bied, en u bemaking sal ons in staat stel om voort te gaan met die aanbied van hierdie diens.  ’n Bemaking is ’n geskenk wat u oortuigings en waardes lewendig sal hou en dit sal vir ons ’n eer en voorreg wees om ’n bemaking van u te ontvang.
Behalwe dat dit 'n nalatenskap sal wees, sal dit in u boedel van boedelbelasting vrygestel wees as u in u testament aan Breede River Hospice dink.  Artikel 4(h) van die Boedelbelastingwet bepaal dat bemakings aan goedgekeurde openbare voordeel-organisasies kwalifiseer vir ’n aftrekking van die waarde van ‘n boedel voor boedelbelasting vasgestel word.  

Hoe hanteer ek in my testament ’n bemaking aan Breede River Hospice?
Soos hierbo genoem, is dit belangrik om kundige advies by u finansiële adviseur, prokureur of bankier te kry voordat ’n testament opgestel of verander word. As u ’n bemaking aan ons wil doen, beveel ons, as ’n beginpunt, die volgende bewoording aan:
“Ek bemaak aan die Breede River Hospice, geregistreerde organisasie sonder winsoogmerk, nommer 036-816-NPO, en PBO-vrystellingsnommer 18/11/13/2935, die ……..”

Wat as ek reeds ’n testament het?
U kan u testament verander deur ’n kodisil wat dan saam met u testament gelees word. Hierdie kodisil sal Breede River Hospice as ’n begunstigde benoem.

Ek het ’n bemaking aan Breede River Hospice gedoen. Wat nou?
Laat ons asseblief weet as u ’n bemaking aan Breede River Hospice doen, aangesien ons u graag sal wil bedank vir u ruimhartigheid. Daar is geen verpligting nie, en as u u testament in ’n later stadium wil verander, sal ons dit heeltemal verstaan, maar dit sal ons met ons beplanning help as ons daarvan bewus is.  Ons sal seker maak dat ons u inligting streng vertroulik hou.

Vir meer inligting kontak asseblief:
Priscilla Cloete
Tel: 023 626 5710 of e-pos priscilla@hospicebreederiver.org.za

Breede River Hospice se registrasie-inligting:
NPO    036-816-NPO
NPC    1999/020493/08
PBO    18/11/13/2935

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