Bequests - Mentone CIS Schools | Mentone Girls' Grammar

A Gift For Life

By including Mentone Girls’ Grammar School in your Will, you will help future generations of students continue to acquire a lifelong love of learning and be of service to the community.

Your contribution will enable critical building works, facilities, programs or scholarships for girls with great potential, who otherwise would be unable access our unique style of quality education.

We rely on your support and generosity to give to the School through a bequest. Some gifts are large, others are small but all are important.

It is this commitment to the future of Mentone Girls’ Grammar School – a way of giving back – that lies at the heart of our philanthropic programs.

Should you have any questions, or require further information regarding bequests, please contact our Director of Community Engagement, Anika Hewett on 9581 1208 or email ahewett@mentonegirls.vic.edu.au. You can be assured that any discussions will be treated respectfully and confidentially.

How to leave a bequest

If you have already made a Will, adding a bequest to the School is simple. Your solicitor can prepare a codicil form, or you can obtain one from the Advancement Manager at Mentone Girls’ Grammar School.

If you have not yet made a Will, your legal adviser can assist.

A bequest can take the form of a proportion or whole of an estate, a specified amount of money, property or as works of art, collections or jewellery. Alternatively, you may also consider leaving items such as stocks or shares or life insurance policy annuities or trust.

Providing an estimated amount of the value of your bequest is not compulsory. Although it is useful for School planning purposes, we will always respect your privacy and wishes.

A Bequest Notification Form and Codicil form can be found at the right of this page.

Preparing the wording in your Will

Please find examples below. We recommend you seek advice from a solicitor when making your Will. The information presented here is not legal advice.

Example One

‘’l GIVE free of all duties and taxes, the sum of (insert amount in words) to MENTONE GIRLS’ GRAMMAR SCHOOL (ACN 0044 261 527) of 11 Mentone Parade, Mentone, Victoria 3/94 (the School). My gift is for the use and benefit of Mentone Girls’ Grammar School at its absolute discretion. I declare that the receipt of a director or authorised officer of the School will be an absolute discharge to my executor.“

* If the testator wishes to specify a purpose to which the bequest is to be applied, revise accordingly

For example -“to be applied by the School for the purposes of (insert the testator’s specific area of interest).”

Example Two

“I GIVE free of all duties and taxes, (insert description of particular items, collections or assets) to

MENTONE GIRLS’ GRAMMAR SCHOOL (ACN 0044 261 527)

of 11 Mentone Parade, Mentone, Victoria 3I94 (the School). My gift is for the use and benefit of Mentone Girls’ Grammar School at its absolute discretion. I declare that the receipt of a director or authorised officer of the School wiII be an absolute discharge to my executor.”

* If the testator wishes to specify a specific purpose to which the bequest is to be applied, revise accordingly.

For example -”to be applied by the School for the purposes of (insert the testator’s specific area of interest).”

Example Three

“I GIVE free of all duties and taxes, (“the whole of the residue of my estate” or “x% of the residue of my estate”) to MENTONE GIRLS’ GRAMMAR SCHOOL (ACN 0044 261 527) of 11 Mentone Parade, Mentone, Victoria 3I94 (the School).

My gift is for the use and benefit of Mentone Girls’ Grammar School at its absolute discretion. I declare that the receipt of a director or authorised officer of the School will be an absolute discharge to my executor.“

* If the testator wishes to specify a specific purpose to which the bequest is to be applied, revise accordingly

For example -”to be applied by the School for the purposes of (insert the testator’s specific area of interest).”

Bequest Notification Form

Codicil Form

Making a Bequest Brochure

The Simpson Society

When you make a bequest to the Mentone Girls’ Grammar School, we will acknowledge your commitment with membership to the Simpson Society; named in honour of the Simpson sisters who founded the School in 1899.

As a member of this honorary group, you will be invited to special events at the School, and acknowledged as a member of the Simpson Society and receive a commemorative pin.

Your membership to the society will be secured as soon as you provide the School with your Bequest (Gift) Notification. If you have left a bequest to the School and are yet to notify us, please get in contact.