Bequests

 

A bequest or planned gift to Woodfordia continues your legacy. By leaving a gift to Woodfordia in your Will, you can safeguard and nurture Woodfordia for generations to come and make a difference by funding initiatives that matter.

It’s never too early to think about a charitable gift in your Will – now could be the perfect time to create your legacy.

“Many people before me have contributed so I could love Woodfordia. The gift I have left to Woodfordia in my Will is my repayment to them. It is also my way to pay it forward to those who will come after me. Long may Woodfordia continue: to encourage artists and creatives, and spread excitement, joy, and love to all”
Friend of Woodfordia, Stephen Pronk

Bequest Options

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Resilience Fund – Safeguarding and nurturing Woodfordia.

With a $10 million dollar target, Our Resilience Fund aims to strengthen Woodfordia’s long-term resilience and future renewal in the face of inevitable change, hardship, or catastrophe

“The factor that makes Woodfordia unique is its longevity, and its aspiration to continue to do what it does so well for years and years to come. Woodfordia is truly and authentically invested in original arts, vibrant culture, an enduring environment, and a sense of community – and in making sure our experience of those things through Woodfordia is transformative and life affirming”.

The ‘Abundant Creativity’ Fund

Our Abundant Creativity Programme supports experiences that make our lives richer, more vibrant, inclusive, and abundant. This programme can build the quality of Woodfordia’s annual arts and cultural programmes and support projects that strengthen community and individual wellbeing

“Woodfordia creates a space and time to explore the depths of knowledge, creativity, joy, performance, community, and social issues that confront each generation. It’s not until you immerse yourself in this space you realise how unique this is, and how important to maintain this gift in perpetuity”.

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Environmental Stewardship Fund

Our Environmental Stewardship Programme focuses on ‘stepping lightly’ on our earth through eco-restoration, biodiversity, beautiful infrastructure, site improvements, and wise resource management in renewable energy, water, waste, soil, and air.  Bequests supporting resource innovation and nature conservation recognise that Woodfordia is part of an interconnected world.

“Through Woodfordia I make a difference”. I can plant a tree, support renewable energy, belong to a community, be a patron of the arts, get involved in national discussions about important issues, and help build Australia’s cultural landscape”.

Contact Us

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Our Commitment – Acting Responsibly and With Integrity

Woodfordia is a deeply ethical organisation, committed to humanity, integrity, and decency.

You can be confident that Woodfordia will honour your intentions for the use of bequests or donations/gifts. For this reason, we encourage you to specify your preferences. However, if you choose not to, you can confidently expect us to use your bequest or gift responsibly and ethically.

Our responsibility to act with fiduciary integrity is grounded in strict governance procedures and laws applicable to bequests and philanthropic gifts, and our commitment to ethical, professional, and accountable conduct.

Woodfordia is overseen by an independent Management Committee and external auditors appointed each year at the Annual General Meeting.

Woodfordia will only accept bequests and gifts consistent with its ethics and mission, and will not seek or accept support where there is a risk to our independence, reputation, and/or where there is any association with illegal or unethical activity.

Acknowledgement of Bequests and Donations/Gifts

Woodfordia offers the highest level of care and respect to you and your loved ones.

Woodfordia acknowledges that some people prefer anonymity and/or confidentiality in relation to their bequest or gift. We respect your privacy and will comply fully with relevant privacy laws and regulations.

Your bequest or gift is confidential unless you explicitly give us permission to share your story. Allowing us to share your story may encourage others. Similarly, you may like to share your decision about a bequest or gift with your friends, colleagues, on social media, etc.

Please get in touch if you feel comfortable to do so. We would appreciate knowing about your bequest or gift so we can thank you personally. Knowing about your gift also helps our future planning. Your approach and any discussions are confidential unless you advise otherwise.

Donors will be issued with an official receipt which complies with relevant taxation jurisdictions where gifts are tax deductible.

Bequests will be acknowledged with an official receipt that complies with necessary taxation or other laws, and which enables executors to discharge their duty.

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Contact Us

For more information on Woodfordia’s Bequest and Gifting Programmes, Frequently Asked Questions and other helpful information on making bequests and gifts to Woodfordia. please visit www.woodfordia.org/support-us

Enquiry is Welcome and Confidential

For a confidential conversation about leaving a bequest or gift to Woodfordia, including a non-binding exploration of your options, please contact:

Amanda Jackes image

Amanda Jackes, Managing Director

M: 0419 798 958

Email: bequests@woodfordia.com

OR

Bill Hauritz, Woodfordia Founder

M: 0418 188 080

 

Send a written enquiry marked Private & Confidential

c/o Managing Director, Amanda Jackes,

PMB2, Woodrow Rd,

Woodford, Qld, Australia 4514.

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Please contact Monique Betty if you would like to ask questions about what it’s like to leave a bequest to Woodfordia. Monique has also shared her story on our website (link to Bequest Stories).

Phone: 0413 926 389

Email: moniquebetty@duck.com

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E: dion@directlawyers.com.au

You are also welcome to contact Mr Dion McCurdy, Principal Lawyer of Direct Lawyers for a confidential, non-binding discussion about making bequests.

What is a Bequest?

A gift in a Will is sometimes called a bequest.

A bequest is a legal transfer of specific personal property from your estate at the time of your death.

An estate may include money, real estate, collections, shares, cash, bank accounts, vehicles, furniture, jewellery, or any other assets owned by you at the time of your death. Your estate may also include superannuation and, possibly life insurance policies. If you are unsure what possessions or assets make up your estate, talk with a solicitor or the Public Trustee about what is included in your estate and what might not be, e.g., personal savings plans, savings bonds, shared assets, or living trusts.

A bequest to Woodfordia means you include Woodfordia as a beneficiary in your Will. We value every gift, no matter what amount or kind.

 

Why Leave a Gift in Your Will – Reciprocity, Renewal, and Making A Difference

“The unique thing about Woodfordia is balance. There are other music festivals. There are other organisations focused on community or the environment. Woodfordia integrates arts, culture, community, and the environment in a balanced ‘whole’ that is full of creativity and joy, and is intended to endure”

We hope you may consider leaving a gift to Woodfordia in your Will.

Bequests are a way to reciprocate: a ‘giving back’ in acknowledgement of the selfless time, effort, and love of many people who have contributed to Woodfordia for over forty years.

Bequests safeguard, nurture, and renew Woodfordia for decades to come. Bequests are also a way to make a difference; funding initiatives that matter.

 

Where will your gifts go?

Of course, Woodfordia means different things to different people. Some of us love the vibrant arts and culture, others the sense of belonging to a rich, connected community.

Some love the land and its extraordinary evolution as a parkland integrating arts, culture, eco-restoration, and wise resource innovation. Others have found their spiritual home.

For this reason, we invite you to indicate your preference for how your gift may benefit the Community of Woodfordia in years to come.

 

OPTION ONE

With a $10 million dollar target, the Resilience Fund aims to strengthen Woodfordia’s long-term resilience and future renewal in the face of inevitable change, hardship, or catastrophe.

 

Option Two and Three can make an immediate difference by supporting Woodfordia’s annual programmes.

OPTION TWO

Our Abundant Creativity Programme supports experiences that make our lives richer, more vibrant, inclusive, and abundant. This Fund can build the quality of Woodfordia’s annual arts and cultural programmes and support projects that strengthen community and individual wellbeing.

 

OPTION THREE

Our Environmental Stewardship Fund focuses on ‘stepping lightly’ on our earth through eco-restoration, biodiversity, beautiful infrastructure, site improvements, and wise resource management in renewable energy, water, waste, soil, and air.

Bequests supporting resource innovation and nature conservation recognise that Woodfordia is part of an interconnected world.

 

How to Make A Bequest

A gift in a Will is sometimes called a bequest. A bequest is a legal transfer of specific personal property (money, property, etc) at the time of your death.

 

Step 1: Speak to your family and loved ones

We recommend you explain to your loved ones about your decision to leave a bequest to Woodfordia so they will be aware of it when the time comes.

 

Step 2: Decide what type of gift to leave

There are three ways to leave a gift in your Will:

  • Residual: After your estate has taken care of your loved ones and expenses, you may make a gift of the remainder – or a percentage of the remainder.
  • Specific: You may nominate a specific financial amount in your Will
  • Asset: You may gift a specific asset, such as real estate, shares, or an item of particular value, such as a collection.

 

Step 3: Speak with a trusted advisor

While writing or updating your Will, we recommend that you request the help of the Public Trustee, your solicitor, or the Woodfordia solicitor, Dion McCurdy (contact details below).

 

Step 4: Consider letting us know

If you leave a gift to Woodfordia in your Will, we would love to thank you personally.

Knowing about your bequest also helps our future planning.

Please get in touch if you feel comfortable to do so. Your approach, and any discussions, are confidential.

 

Step 5: Consider whether you feel comfortable to share your decision with your loved ones.

Sharing your decision with your friends and colleagues and/or allowing us to share your decision on our bequest web-page, brochure, or on social media, may encourage others to support Woodfordia.

You can see stories shared by others who have made bequests to Woodfordia on our website: www.woodfordia.org/support-us

 

If you decide to leave a gift in your Will, the following information may be of use:

Woodfordia’s legal name: Woodfordia Inc. ABN: 74 616 312 239

Woodfordia is a not-for-profit with deductible gift recipient (DGR) status which means your gift is tax-free.

The following wording is a guide/example only:

“I give to Woodfordia Inc ABN 74 616 312 239 [indicate amount, percentage or item to be gifted]. I declare that the receipt provided by Woodfordia’s Chief Financial Officer shall be sufficient discharge of my executor’s duty.”

 

FAQ’s – Frequently Asked Questions

 

Do I have to be wealthy to make a bequest?

No. Even $2,000, $5,000 or $10,000 will make a difference.

A bequest doesn’t have to be ‘cash-at-bank’. Some people allocate a bequest from their superannuation.

 

Is writing a Will and making a bequest difficult or expensive?

For most people, writing a Will can be simple and inexpensive. You can download a free Will kit, pick up a Will kit from your local newsagents for a small fee, or see the Public Trustee.

If your estate is likely to be complex, it’s a good idea to consult a solicitor. Complexity depends on how many beneficiaries you may have, what types of assets you own, or how big your estate is.

 

Your decisions are locked in once you make a Will.

Not true. You can change and update your will whenever you wish.

 

Once I’ve put my assets in a Will, I lose control of them.

Your assets remain 100% yours prior to execution of your Will.

 

Writing a Will is not a priority.

When people die without a Will, it creates lengthy, expensive and sometimes distressing processes for their family to resolve. State or territory laws may dictate who inherits your estate and may not take into account all the people or causes you care about.

 

Bequests are taxable.

Not all bequests are taxable. Seeking advice on this is recommended.

 

What does ‘my estate’ mean?

Your estate may include any real estate, collections, shares, cash, bank accounts, vehicles, furniture, jewellery, or any other assets owned by you at the time of your death. Your estate may also include superannuation and, possibly, life insurance policies.

If you are unsure, talk with a solicitor or the Public Trustee about what assets are included in your estate, and whether any might not be, e.g., pension plans, savings bonds, shared assets, living trusts.

 

I already have a Will, how can I add to it? 

If you have a will in place, you can complete a Codicil. A codicil is an instruction or amendment which is added to your existing Will and in effect becomes part of that Will. Please discuss any changes to your Will with your solicitor. As a Codicil is a separate document to the Will, it is important that the Codicil is attached to the Will to ensure it is not mislaid or overlooked. 

A copy of a codicil with Woodfordia Inc’s details can be downloaded here. 

 

Person to Person; Generation to Generation

As individuals, striving alone, our best intentions can dissipate over time. As a community of people connected by a vision and a plan, we can build an enduring legacy that is beautiful, bountiful, responsible, and kind.

 

Woodfordia’s Journey

Woodfordia’s journey has been dramatic, risky and courageous. Our people have been driven by determination, ambitious goals, and a commitment to future generations.

Woodfordia, we have come to realise, is not merely a festival or a place for concerts, activists, and citizen scientists. It is a centre for pilgrimage, discovery, and exploration; for people seeking inspiration and hungering for deeper connections.

The heartfelt participation of thousands of people has taken Woodfordia from a simple idea, forty years ago, to what it is today; complex, rich, and multi-faceted, yet still grounded in community, creativity, and kindness.

With shared belief, passion, and determination, we will pass Woodfordia safely to future generations.

Amanda Jackes, Managing Director & Co-founder

 

Our 500 Year Plan

The 500 Year Plan guides our passage to the future.

The Plan is not a vision of how things will be in 500 years’ time, nor a business plan or blueprint of how to get there. It is a set of principles to guide our choices and behaviours, from person to person, and generation to generation.

Bill Hauritz, Founder

Woodfordia 500 Year Plan

We recognise, appreciate, and graciously receive gifts from our ancestors. We understand these are the gifts of lore and the celebration of our existence.

We’ll gift future generations with a clean slate; an organisation, a land, and a legacy unencumbered by financial, social, or environmental debt.

We’ll cultivate a convention of decision-making, strengthening through time, that will resonate in our work and nurture our future.

We’ll plant a forest of goodwill and benefit from its shade. We’ll build with the eyes of artists.

We’ll provide space for our descendants to meet the challenges of their generations with vigour, courage, and imagination, and encourage them to celebrate their journeys with levity and frivolity.

The 500 Year Plan lives in our minds. It is our myth. It is a vision for how we might be and sensed by all who feel our welcome.