gifts in wills · talking law legal issues for gifts in wills fundraisers something to take away...
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![Page 1: Gifts in Wills · Talking Law Legal Issues for Gifts in Wills Fundraisers Something to take away with plenty of advice and guidance • Thanks to Lachlan McKenzie and Moores for putting](https://reader033.vdocuments.net/reader033/viewer/2022041722/5e4f7b317af1fe1d500bc9c2/html5/thumbnails/1.jpg)
Gifts in WillsTalking Law Legal Issues for Gifts in Wills Fundraisers
Lachlan McKenzieWills & Estates Practice Leader, Moores
Bethan HazellGifts in Wills & Estates Manager, Peter MacCallum Cancer Foundation
Martin WilliamsBequest Planning & Retention Manager, Australian Red Cross
Ross AndersonGifts in Wills Manager, RSPCA Victoria
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Talking LawLegal Issues for Gifts in Wills Fundraisers
• Introductions - who is who and who does what
• Gifts in Wills estate administration - the ideal scenario
• Seeking legal advice - some practical insights
• Collaboration and consensus - everybody should be doing it
• Let’s talk about mediation - there’s plenty to talk about
• Common legal issues - that’ll be releases, commissions and beneficiaries’ rights
• Being proactive - there’s plenty we could be doing
• Questions from the audience
![Page 3: Gifts in Wills · Talking Law Legal Issues for Gifts in Wills Fundraisers Something to take away with plenty of advice and guidance • Thanks to Lachlan McKenzie and Moores for putting](https://reader033.vdocuments.net/reader033/viewer/2022041722/5e4f7b317af1fe1d500bc9c2/html5/thumbnails/3.jpg)
Talking LawLegal Issues for Gifts in Wills Fundraisers
Handout presentation from Moores will be available for download alongside the presentations from the conference
![Page 4: Gifts in Wills · Talking Law Legal Issues for Gifts in Wills Fundraisers Something to take away with plenty of advice and guidance • Thanks to Lachlan McKenzie and Moores for putting](https://reader033.vdocuments.net/reader033/viewer/2022041722/5e4f7b317af1fe1d500bc9c2/html5/thumbnails/4.jpg)
Talking LawLegal Issues for Gifts in Wills Fundraisers
Gifts in Wills estate administration - the ideal scenario
• What should happen in the perfect world
• When things are far-from-perfect
![Page 5: Gifts in Wills · Talking Law Legal Issues for Gifts in Wills Fundraisers Something to take away with plenty of advice and guidance • Thanks to Lachlan McKenzie and Moores for putting](https://reader033.vdocuments.net/reader033/viewer/2022041722/5e4f7b317af1fe1d500bc9c2/html5/thumbnails/5.jpg)
Talking LawLegal Issues for Gifts in Wills Fundraisers
Seeking legal advice - some practical insights
• What to watch out for - Red Flags
• Getting some initial advice and guidance
• How to engage (the right) lawyers
• Estimating costs
• What different charities do - in-house counsel, phone-a-friend, joint representation
![Page 6: Gifts in Wills · Talking Law Legal Issues for Gifts in Wills Fundraisers Something to take away with plenty of advice and guidance • Thanks to Lachlan McKenzie and Moores for putting](https://reader033.vdocuments.net/reader033/viewer/2022041722/5e4f7b317af1fe1d500bc9c2/html5/thumbnails/6.jpg)
Talking LawLegal Issues for Gifts in Wills Fundraisers
Collaboration and consensus - everybody should be doing it
• Why collaborate?
• When is it trickier to collaborate?
• Sharing legal advice - who to listen to and when to get a second opinion
![Page 7: Gifts in Wills · Talking Law Legal Issues for Gifts in Wills Fundraisers Something to take away with plenty of advice and guidance • Thanks to Lachlan McKenzie and Moores for putting](https://reader033.vdocuments.net/reader033/viewer/2022041722/5e4f7b317af1fe1d500bc9c2/html5/thumbnails/7.jpg)
Talking LawLegal Issues for Gifts in Wills Fundraisers
Let’s talk about mediation - there’s plenty to talk about
• What’s it all about?
• Things to think about beforehand
• Having a happy and productive time
• Signing-off at the end of the day
![Page 8: Gifts in Wills · Talking Law Legal Issues for Gifts in Wills Fundraisers Something to take away with plenty of advice and guidance • Thanks to Lachlan McKenzie and Moores for putting](https://reader033.vdocuments.net/reader033/viewer/2022041722/5e4f7b317af1fe1d500bc9c2/html5/thumbnails/8.jpg)
Talking LawLegal Issues for Gifts in Wills Fundraisers
Common legal issues - that’ll be releases, commissions and beneficiaries’ rights
• Deeds of releases and indemnities - what do we do?
• Executors’ commission and how to navigate it successfully
• Our rights as beneficiaries – what can we do when it’s not going well?
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Talking LawLegal Issues for Gifts in Wills Fundraisers
Being proactive - there’s plenty we could be doing
• It’s not challenging, it’s defending our supporters’ final wishes
• Respectful, timely, cooperative and professional - it’s a two-way street
• What else is causing issues?
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Talking LawLegal Issues for Gifts in Wills Fundraisers
Questions from the audience
• Please make it brief, so we can cover more ground
• Focus on principles and broad questions
• Lachlan can’t give full advice on very specific issues whilst on stage
• What works best for you? Please offer advice and insights to others
• Is there something new causing you issues?
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Talking LawLegal Issues for Gifts in Wills Fundraisers
REMINDER:
Handout presentation from Moores will be available for download alongside the presentations from the conference
![Page 12: Gifts in Wills · Talking Law Legal Issues for Gifts in Wills Fundraisers Something to take away with plenty of advice and guidance • Thanks to Lachlan McKenzie and Moores for putting](https://reader033.vdocuments.net/reader033/viewer/2022041722/5e4f7b317af1fe1d500bc9c2/html5/thumbnails/12.jpg)
Talking LawLegal Issues for Gifts in Wills Fundraisers
Something to take away with plenty of advice and guidance
• Thanks to Lachlan McKenzie and Moores for putting this information together
• Contact Lachlan with any detailed questions
• (03) 9843 0470
• www.moores.com.au
• Also remember to reach out to others and use Include a Charity network
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