Leaving a Bequest

ethe loreto kirribilli spirit

leaving a bequest

Mother Gonzaga Barry brought Loreto to Australia in 1875 and to Sydney in 1892. From origins in Randwick, a new chapter began at Kirribilli with the very ‘first ask’

by Mother Philomena Heaton to her mother, Sarah, for the purchase of Elamang in 1907. From this early generosity grew the Loreto education from which so many have experienced and profited.

Loreto Kirribilli, ‘a school with Spirit’, steeped in tradition, began educating young women in 1908. Our school has a long-standing reputation for excellence in education.

We continue to build on a foundation that begins with Mary Ward’s passionate conviction that “women in time to come will do much”, providing an education which liberates, empowers and motivates students to use their gifts with confidence, creativity and generosity. Our Loreto values are the essence of a Loreto education - Verity, Felicity, Freedom, Sincerity and Justice.

Mother Gonzaga Barry; Loreto Kirribilli students today

women in time to come will do much.

MARY WARD IBVM

Leaving a gift in your Will to Loreto Kirribilli follows in the footsteps of Mother Gonzaga Barry when she encouraged others to give through ‘heart, mind and hands’. A gift in your Will acknowledges the importance of Loreto Kirribilli in your life and your hope for future generations. It springs from the heart and from your own personal vision.

leave after you something on which o t h e r s m ay b u i l d

making a difference

BY L E AV I N G A G I F T I N YO U R W I L L

Making a Bequest provides a positive impact for others and leaves behind your legacy and passion for Loreto Kirribilli, forever etched in history.

MOTHER GONZAGA BARRY

G A I H A M E R (’62) Philomena Society member

Detail of Our Lady of the Angels stained glass window triptych located in the Loreto Kirribilli Chapel

I feel passionate about leaving a Bequest for future generations and others so that they too can benefit from the gift of a Loreto Kirribilli education - in my opinion, the best education you can receive.

H OW TO L E AV E A G I F T I N YO U R W I L L

Every gift is important, with no gift too small. This is a wonderful opportunity to give back to Loreto Kirribilli, a gesture

Junior School boys on the driveway 1953; May Day 2019

which may not have been possible during your lifetime.

The most beneficial Bequest is leaving an unencumbered gift to Loreto Kirribilli, enabling the school to apply the gift to the area of most significant need.

T YP E S O F B E Q U E S TS

WO R D I N G F O R L E AV I N G A B E Q U E S T

A Bequest can be in the form of the following examples:

‘I give free of all duties, taxes or deductions,

•

A whole or a percentage of an estate

the sum of (insert amount in words) to Loreto

•

Residual estate (the amount left in your estate after deduction of gifts and costs)

•

Pecuniary Bequest - A specified sum

•

Specific Gift - A specified gift which can be money, property, real estate or share portfolio

Leaving a Bequest to Loreto Kirribilli can be as simple as adding a Codicil to your existing Will.

Before finalising arrangements, we recommend you consult your solicitor, who can prepare a Codicil to an existing Will, or assist in the writing of a new Will with Loreto Kirribilli as a nominated beneficiary. It is important to discuss your Will and Codicil with your family to ensure they understand and support your wishes.

Kirribilli, 85 Carabella Street, Kirribilli NSW, 2061. (ABN 68474202939). My gift is for the use and benefit of Loreto Kirribilli at its absolute discretion. I declare that the receipt of the Loreto Kirribilli Principal or such proper officer of Loreto Kirribilli will be a sufficient discharge to my Executors who will not be bound to see to the application of this gift.’

If the testator wishes to specify a purpose to which the Bequest is to be applied, revise accordingly. There is no legal requirement to inform the School of your Bequest. However, we would greatly

Within our Loreto Kirribilli community, we have qualified

appreciate you informing us of your

solicitors who have kindly offered to write a Will pro-bono for

intentions so that we can acknowledge

anyone who would like to include a Bequest to Loreto Kirribilli in

your generous gift.

their Will.

In recognition of your generosity, and to celebrate during your lifetime your decision to leave a Bequest, we invite you to join the Philomena Society, named in honour of Mother Philomena Heaton whose philanthropic vision founded the School in 1908.

FRIENDS OF

the philomena society This Society recognises our generous donors who pledged to support future generations and it is our way of thanking you through invitations to significant Loreto events. Friends of The Philomena Society will be gifted a commemorative Philomena Society pin and honoured on the Philomena Society Board.

P H I L C L I F TO N (’46) Philomena Society member

Loreto Kirribilli Music Festival at Sydney Town Hall 2014; Loreto Kirribilli School Orchestra on the Elamang verandah 1926

I am eternally grateful for a Loreto education and the Loreto spirit that the nuns conveyed to us with many life friendships and relationships formed.

F O R CO N F I D E N T I A L E N Q U I R I E S

We invite you to contact the Development Office for more information about leaving a Bequest to Loreto Kirribilli, or to notify us of a gift in your Will. All conversations remain strictly confidential.

Alternatively, please complete the attached card and return to the address below: Development Office, Loreto Kirribilli 85 Carabella Street, Kirribilli NSW 2061 email development@loreto.nsw.edu.au We strongly recommend you seek independent legal advice before completing a Codicil to amend your Will.

There is no such difference between men and women, t h a t w o m e n m ay n o t d o g r e a t m a t t e r s , a s w e h av e seen by example of many S a i n t s w h o h av e d o n e great things; and I hope in God, it will be seen that

women in time to come will do much.

M A RY WA R D

IBVM

The gift of education

the gates of Loreto Kirribilli to receive educational enrichment and spiritual nourishment, upholding the heritage and legacy of Mother Philomena Heaton.

85 Carabella St Kirribilli NSW 2061 Phone +61 2 9957 4722 loreto.nsw.edu.au

Stained glass windows in the sanctuary of the Chapel, in memory of our benefactors Edward and Sarah Heaton

will welcome future Loreto Kirribilli students through