Gifts that cost you nothing now


Most legacy gifts cost you nothing now. There is no immediate contribution required, and you can change your beneficiaries at any time. Once your family and loved ones are provided for, we hope you’ll consider leaving a gift for House with No Steps in your Will, or trust, or by beneficiary nomination. Your compassionate legacy will be linked with our vision that offers people living with a disability meaningful opportunities and a life of dignity.

Gifts in Your Will
Gifts by Beneficiary Nomination

Making a legacy gift in your Will or trust is one of the easiest and most popular ways to leave a gift for others to live out their lives with dignity and equality. Bank accounts, brokerage accounts, retirement or pension accounts, and other financial assets are options for supporting House with No Steps through a gift in your Will.

Here are the ways most people make this lasting gift for House with No Steps:

A residual gift in Will leaves House with No Steps the remainder of your estate after other bequests, debts and taxes have been fulfilled.

A specific gift in Will leaves House with No Steps a specific dollar amount or stated fraction of your estate or a specific gift in kind (collections, art, books, jewellery, etc.)

A family first gift in Will leaves House with No Steps a stated share of your estate, only if a spouse, family member or other beneficiary does not survive you.

A continued property-use gift allows for a person to continue to reside in the property during their lifetime (also known as a testamentary gift).

View Sample Language

Please contact Laura Henschke, our Future Planning Manager, by email or 1800 016 766 if you have any questions.

Along with gifts in a Will or trust, gifts by beneficiary nomination are among the easiest gifts to make. They do not require an estate plan or a visit to a solicitor, they cost you nothing now and you can change your beneficiaries at any time.

You can name House with No Steps as a beneficiary of your Superannuation fund, retirement or insurance plan. It’s as simple as requesting a change of beneficiary form from your plan administrator and adding House with No Steps as a full or partial beneficiary. Forms are often available online.

Life Insurance Plan Gift. A gift of life insurance is another way to make a significant gift to House with No Steps.

Donor-Advised Fund Residuals: Final distribution of contributions remaining in a donor-advised fund is governed by the contract you completed when you created your fund. We hope you will consider naming House with No Steps as a “successor” of your account. Or, you can name House with No Steps as the successor for a portion of the account value, leaving the remaining portion for your heirs to continue your philanthropic legacy.

As with all gift planning, you should consult with your financial advisor and estate-planning solicitor to determine what planned gift strategy is best for your current tax situation and income requirements. Consulting estate-planning professionals will help ensure that your wishes to make a lasting impact will be fulfilled.

Please contact Laura Henschke, our Future Planning Manager, by email or 1800 016 766 if you have any questions. Then consult with your financial advisor and estate-planning solicitor to determine which planned gift strategy is best for you.

Gifts in Your Will

Making a legacy gift in your Will or trust is one of the easiest and most popular ways to leave a gift for others to live out their lives with dignity and equality. Bank accounts, brokerage accounts, retirement or pension accounts, and other financial assets are options for supporting House with No Steps through a gift in your Will.

Here are the ways most people make this lasting gift for House with No Steps:

A residual gift in Will leaves House with No Steps the remainder of your estate after other bequests, debts and taxes have been fulfilled.

A specific gift in Will leaves House with No Steps a specific dollar amount or stated fraction of your estate or a specific gift in kind (collections, art, books, jewellery, etc.)

A family first gift in Will leaves House with No Steps a stated share of your estate, only if a spouse, family member or other beneficiary does not survive you.

A continued property-use gift allows for a person to continue to reside in the property during their lifetime (also known as a testamentary gift).

View Sample Language

Please contact Laura Henschke, our Future Planning Manager, by email or 1800 016 766 if you have any questions.

Gifts by Beneficiary Nomination

Along with gifts in a Will or trust, gifts by beneficiary nomination are among the easiest gifts to make. They do not require an estate plan or a visit to a solicitor, they cost you nothing now and you can change your beneficiaries at any time.

You can name House with No Steps as a beneficiary of your Superannuation fund, retirement or insurance plan. It’s as simple as requesting a change of beneficiary form from your plan administrator and adding House with No Steps as a full or partial beneficiary. Forms are often available online.

Life Insurance Plan Gift. A gift of life insurance is another way to make a significant gift to House with No Steps.

Donor-Advised Fund Residuals: Final distribution of contributions remaining in a donor-advised fund is governed by the contract you completed when you created your fund. We hope you will consider naming House with No Steps as a “successor” of your account. Or, you can name House with No Steps as the successor for a portion of the account value, leaving the remaining portion for your heirs to continue your philanthropic legacy.

As with all gift planning, you should consult with your financial advisor and estate-planning solicitor to determine what planned gift strategy is best for your current tax situation and income requirements. Consulting estate-planning professionals will help ensure that your wishes to make a lasting impact will be fulfilled.

Please contact Laura Henschke, our Future Planning Manager, by email or 1800 016 766 if you have any questions. Then consult with your financial advisor and estate-planning solicitor to determine which planned gift strategy is best for you.