Leaving a Gift in your Will

You can help people overcome barriers and achieve their potential. One in four of our domestic students come from disadvantaged areas, and nearly half of our undergraduate students are the first in their family to attend university. Your support can help talented students access higher education, succeed in their studies, and shape a brighter future for themselves, their families, and our communities.

You can help drive research discoveries that will improve lives for generations to come. At the University of Newcastle, we bring together leading experts to solve the most pressing challenges of our time. From groundbreaking medical research for cancer and chronic disease, to vital environmental efforts to protect endangered Australian species, your support of life-changing research will shape a better world.

You can help build stronger, more connected and inclusive communities through programs at the University of Newcastle. Whether it’s delivering essential speech pathology services to children in regional areas, keeping our community informed through the best of local radio or empowering people seeking asylum in Australia with access to education, your generosity will shape a better tomorrow.

You can leave an enduring legacy by investing in the physical spaces that will foster learning, collaboration and innovation for future generations. The University of Newcastle has always been a place where great minds are nurtured, discoveries are made and lives are changed. Your generosity can help provide state-of-the-art teaching, learning and research facilities that will serve students and the wider community for decades to come.

There are many options for making a bequest to the University, some of which include:

• Residual: The remainder or residue of your estate after providing for family and friends, and all debts and charges have been cleared.
• Percentage: A percentage of the remainder or residue of your estate once all gifts, debts and charges have been cleared.
• Pecuniary: A fixed amount of money.
• Specific: A specific item or asset, which may be money, real estate, investments (e.g. shares, bonds or deposits), works of art, collectibles, life insurance proceeds or personal effects.

General purpose gift

I give [insert dollar amount] or the [whole of my estate] or the [residue of my estate] or [xx% of the residue of my estate] and/or my [insert property details, or details of shares, debentures or other description of property] (‘the gift’) to The University of Newcastle of University Drive, Callaghan, New South Wales 2308 ABN 15 736 576 735 (‘the University’), for the general purposes of the University. I declare the receipt of the University will be sufficient discharge of my executors.

Identified purpose – scholarship

I give [insert dollar amount] or the [whole of my estate] or the [residue of my estate] or [xx% of the residue of my estate] and/or my [insert property details, or details of shares, debentures or other description of property] (‘the gift’) to The University of Newcastle of University Drive, Callaghan, New South Wales 2308 ABN 15 736 576 735 (‘the University’) to support one or more scholarships for [insert purpose] (‘the stated purpose’), and the respective scholarship or scholarships are to be known as ‘The [insert title] Scholarship’. The University may invest the gift into an investment fund including any common fund (‘the investment’) for the stated purpose. The University may determine how gift capital and investment income are spent in order to fulfil the stated purpose. If at any time the University determines that it is impossible or impracticable to carry out the stated purpose then the University may apply the capital and investment income for such purpose as the University determines most closely accords with the stated purpose. This gift shall not be construed as creating any trust binding upon the University. I declare that the receipt of the University will be a full discharge to my executors and they will not be bound to see to its application.

Identified purpose – research

I give [insert dollar amount] or the [whole of my estate] or the [residue of my estate] or [xx% of the residue of my estate] and/or my [insert property details, or details of shares, debentures or other description of property] (‘the gift’) to The University of Newcastle of University Drive, Callaghan, New South Wales 2308 ABN 15 736 576 735 (‘the University’) to support research for [insert the general description of the area of research] (‘the stated purpose’). The gift is to be known as ‘The [insert title] Gift’. The University may sell, lease, licence or otherwise deal with the gift (or any part thereof) in its discretion and invest any sum (less any incurred costs) into an investment fund including any common fund (‘the investment’) for the stated purpose. The University may determine how capital and investment income are spent in order to fulfil the stated purpose. If at any time the University determines that it is impossible or impracticable to carry out the stated purpose then the University may apply the capital and investment income for such purpose as the University determines most closely accords with the stated purpose. This gift shall not be construed as creating any trust binding upon the University. I declare that the receipt of the University will be a full discharge to my executors and they will not be bound to see to its application.