Making a bequest

To have an impact on the future of education and research, consider including Monash University in your Will.

By including a bequest in your Will, you will help shape life-changing experiences for students and our community. You will support much needed scholarships, ground-breaking research and allow us to address key issues of sustainability, social justice and human rights.

People making a bequest have often been inspired by Monash’s influence on their lives or on the lives of others. Bequests from staff, alumni, friends, students and their families have supported teaching and learning, research, library resources, and student scholarships, bursaries and prizes.

How do I include Monash in my Will?

You can leave a bequest to Monash by adding a codicil to your current Will or by drafting a new Will.

We recommend that you seek advice from a solicitor when making your Will. Law societies in every state of Australia publish lists of accredited specialists in Wills and estates. Trustee companies can also advise you.

As a Will is a legal document, it is in your best interest to ensure that the wording is precise and does not include statements that can be misinterpreted. Our team can help you develop a description and guidelines to ensure your vision for Monash is captured in your Will.

The following bequest wording may be adapted by your legal adviser for inclusion in your Will:

“I bequeath to Monash University the whole of my Estate (or …...% of my Estate, the residue of my Estate or the sum of $ …………), free of all duties and deductions, to be applied for (either) the purposes of the University in such manner as the University may determine (or) the following purpose - describe your vision here. I direct that the receipt of Monash University shall be a good and sufficient discharge to my Trustee(s).”

What can I give to?

Most people who make a bequest are happy to allow Monash University to decide the best way to use their gift. However, you can request your gift to be directed to a specific area. If you wish to do this, we ask that you discuss your intent with us.

The needs of our community are changing rapidly and answers are being found every day at Monash University. It may be difficult to implement your wishes in years to come if your intent is too specific.

How large should a bequest be?

Monash University encourages all levels of bequests. Large gifts can fund projects, help make key enhancements that support research better or may help establish a Chair. More modest gifts can combine with others to help meet needs based on priority.