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gift

The that keeps on giving...

A Bequest to LITTLE EDEN F O U N D A T I O N

PBO No. 930 034 635


Sr. Tessa, a volunteer from India, bonds with Brigitte, a resident at Elvira Rota Village.

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“What we have done for ourselves alone dies with us; what we have done for others and the world, remains and is immortal.” ~ Albert Pike

Leaving a bequest to a charitable institution is a tradition dating back to the 18th Century. Many of the great universities around the world – including Harvard, the Smithsonian Institute and several Oxford Colleges – owe their existence to a founding bequest. It’s a tradition that has at its root our very real human need to leave the world a better place ... to believe that our lives and actions have the power to make a difference and continue to exert a positive influence long after we are gone. At LITTLE EDEN, the names of our generous bequestors are woven into the fabric of our history. We only have to walk through the grounds of Elvira Rota Village, and see volunteers interacting with our residents, to remember with gratitude that the accommodation in which they live was provided by a generous bequest from the late Caroline Tindall. Her vision makes it possible for us to welcome young people from Europe, Asia and America, who not only bring new ideas, culture and energy to our residents, but also support the work of our staff. The Michael Welsh House provides a permanent home for our chaplin, enabling him to minister to the spiritual needs of our large family of children, adults and staff. A R4-million bequest was used to start the LITTLE EDEN Foundation Reserve Fund – an investment aimed at protecting assets and providing stability for the long-term future of the organisation.

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Why leave a bequest? If something you did today – which cost you absolutely nothing – had the power to bring joy into the lives of hundreds of disabled children in the years ahead ... would you do it? That’s exactly what happens when you decide to include a bequest to LITTLE EDEN in your Will. It gives you the opportunity to make a substantial gift – one which you might not be able to afford right now – to an organisation that is close to your heart. So when you no longer need it your money will be used to ensure that children and adults with profound intellectual disability will be loved and nurtured for the rest of their lives. It’s not only the wealthy who have the power to influence the future in this way. Many ordinary folk have the capacity to make a difference, if they only knew how. Save money In many cases, including a bequest to a charitable institution in your Will can even save money that would otherwise have to be paid in estate duty. If the total value of your assets at the time of your death amounts to more than a certain threshold (check with your bank or attorney for current legislation), you will become liable for the payment of estate duty at the current rate. However, gifts in your Will made to charities like LITTLE EDEN are tax-free. This means the value of those gifts is deducted from your estate before the duty is calculated. If your gift reduces the value of your estate below the threshold, then no duty is payable.

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What is a bequest? A bequest is simply a gift to an individual or organisation specified in your Will. It could be money or an item of sentimental or monetary value, such as jewellery, furniture, a motor vehicle or house. Broadly speaking there are two main types of bequests: • A specific amount of money, including the proceeds of a life assurance policy, or a particular piece of property; • The residue – whatever is left over once all taxes, funeral expenses and specific bequests have been paid. You can bequeath the entire residue to a single beneficiary or apportion it among several, e.g. 50% to your family and 10% each to five other beneficiaries. The advantage of the latter is that the bequest automatically keeps pace with inflation and ensures a fair distribution among your various beneficiaries. If you make specific bequests, you need to check regularly to make sure you are not giving away items you no longer possess, or that the value of the gift has not decreased to the point where it will no longer benefit the recipient to the extent you intended.

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How would LITTLE EDEN use my bequest? How your gift is used is your choice. If you would like the money to be invested to safeguard the long-term sustainability of the organisation, please make the bequest to LITTLE EDEN Foundation. The Foundation was established in 2010 as a separate legal entity with an independent Board of Management and is registered with SARS as a Public Benefit Organisation (PBO number 930 034 635). If you prefer your gift to be put to work immediately to help with current needs or capital expenses, you should make the bequest to LITTLE EDEN Society. Unspecified gifts are best, as no one knows what the most pressing need will be at the time your bequest is actioned. However, if you are considering a bequest towards new buildings, renovations of a particular piece of equipment, please contact us to discuss your ideas. Naming rights Many of our buildings are named for the generous people who made them possible – it’s our way of acknowledging exceptional support and ensuring that their memory lives on forever at LITTLE EDEN. Naming rights cover a wide range of gift amounts – from complete new buildings to a bench in the sensory garden at Elvira Rota Village, which can bear your name or that of a loved one.

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Why choose LITTLE EDEN? LITTLE EDEN has been caring for children and adults with profound intellectual disabilities since 1967. That it has continued to operate successfully for so many years bears witness to the solid leadership, principles and beliefs that are practised and lived daily. For inspiration, we need look no further than our founder, the late Mrs Domitilla Rota Hyams. Although she passed away in January 2011, her legacy lives on in the hearts and minds of all who knew her. An ordinary housewife and mother of six, Domitilla believed she should do something to help children with intellectual disability. She knew nothing about social work; she had very little money; she had no government backing and no friends in high places. But what she lacked in resources and experience, she made up for with dogged determination and an unshakable faith in God’s purpose. She began by running a day care facility for three little girls at the Edenvale Methodist church hall. Today, LITTLE EDEN is a benchmark non-profit organisation caring for 300 children and adults of all races in two specialised residential care facilities. Children at LITTLE EDEN benefit from

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24-hour nursing care and a full programme of physio, occupational, speech and hydrotherapy, music, art, and reflexology – all aimed at enhancing their quality of life. Ranging in age from 18 months to over 60 years, the residents include people with Down Syndrome, profound intellectual and multiple physical disabilities, as well as those with psychiatric illness and disturbed behaviour. They are grouped according to ability to ensure that each receives appropriate care and stimulation in the best possible environment.Younger children and those requiring intensive medical care generally live at Domitilla and Danny Hyams Home, in Edenvale while more mobile and older residents are better suited to life at Elvira Rota Village, our 43-hectare farm in Bapsfontein.

“Thank you for the opportunity to be in some small way a part of what LITTLE EDEN does. It fills me with joy and happiness to know that I have been so close to Heaven’s doors.” Barry Munro, Mamba Strike Force

Visitors tell us there is something very special in the atmosphere at our Homes. Whether it is the joyful smiles of the children, who accept the burden of their disability without complaint – or the patient cheerfulness of the staff who care for them day after day – LITTLE EDEN is a unique place.

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Our Values

The LITTLE EDEN values of Respect, Sanctity of Life and Love & Care are encapsulated in a series of symbols that guide the way we respond to children and adults with intellectual disability. We believe these special people are precious in the eyes of God and that they have a right to live and to be helped to reach their full potential despite their limitations. They deserve the best possible care in order to live a happy life, whilst being cared for and nurtured in a safe environment. Subsidies Although we receive government subsidies for some of our residents, the amount falls short of the cost of providing dedicated care 24-hours a day, 365 days a year. Without help from compassionate organisations and people who care, the work could not continue. We urge you to consider leaving a bequest to LITTLE EDEN to ensure children and adults with profound intellectual disability will always have a place to call ‘home’.

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How to make a bequest If you have an existing Will, adding a bequest can usually be done by means of a simple codicil. This is an additional document that is read in conjunction with the original Will. Codicil You can make as many codicils as you wish, but if there are several changes, it may be better to make a new Will. Each codicil must be signed by two witnesses in the same way as your Will, although they do not have to be the same people who witnessed your Will. Neither they, nor their marriage partners, may be beneficiaries of your Will or the codicil. If you decide to include LITTLE EDEN among your beneficiaries, you may find this wording helpful: SPECIFIC BEQUEST I bequeath to the LITTLE EDEN FOUNDATION, PO Box 121, Edenvale, 1610, free of all tax, the sum of R ............... (or the specific item/s as the case may be) and I further direct that the receipt of their Treasurer or public officer shall be a full and sufficient discharge. RESIDUAL BEQUEST Subject to the payment of my debts, funeral and testamentary expenses, I give (insert the word “all� or a percentage share) of the residue of my estate not otherwise disposed of by this my Will to the LITTLE EDEN FOUNDATION, PO Box 121, Edenvale, 1610 and I further direct that the receipt of their Treasurer or public officer shall be a full and sufficient discharge.

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But I don’t have a Will! If you are over the age of 18 you should have a Will, regardless of your state of health, marital status, or degree of wealth.Why leave it to someone else to decide who will benefit from the possessions you’ve accumulated during your life – or what will happen to your loved ones (including pets!) when you are no longer here? Won’t everything go to my spouse anyway? Many married people think there is no need to make a Will, because everything they own will automatically go to their partner. This isn’t always the case – and what happens if you die together in an accident? Others think they have nothing to leave. But if you add up the value of your home, car, insurance policies and furniture, you might be surprised. Can I do it myself? Legally, you can write your own Will, but it’s easy to make mistakes that invalidate the entire document. Far better to seek assistance from an attorney, bank, accountant or trust company, to ensure that the Will is properly worded, signed and witnessed. It is not a morbid or depressing task – on the contrary, knowing your possessions will be divided up according to your wishes and that your affairs will be handled by someone you know and trust, brings great peace of mind.

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What happens if you die intestate? If you die Intestate (i.e. without a valid Will) your possessions will be divided in strict accordance with the laws of intestacy, which may not be in the best interests of your family: for example, the family home may need to be sold in order to pay one of the beneficiaries. Under these laws, only blood relatives and married partners can inherit. Even if you have promised a dear friend, charity or loyal domestic worker an item or sum of money, they will not receive it unless you have made provision for them in a valid Will. Delays Your affairs could take years to sort out, subjecting your family to additional on-going stress at an already difficult time. Before intestacy is accepted, first a search for the non-existent Will has to be made. Then all living relatives have to be traced and decisions made as to who will inherit what. In the meantime, no one receives any money, which can cause great hardship to those you leave behind. The Wrong people might benefit If you are separated but not divorced, your former partner could receive almost all your money and property. If you have no living relatives everything you own could go to the State.

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What to do first Before you make an appointment to have your Will drawn up, there’s a certain amount of preparation to be done. Some of the things you need to think about are: Who will benefit from your estate? Most married couples leave everything to the surviving spouse and/or children – but you need to consider what will happen in the event that you die together (e.g. in an accident). If you and your spouse make a joint Will, remember that once one of you dies, the surviving spouse will not be able to change the Will, as the deceased partner will not be able to sign consent to the changes. Apart from your spouse and children, you will need to decide who else will benefit from your estate – dear friends and other family members, charities, loyal domestic workers – and which, if any, particular items you want each to have. Make a list of the names and addresses of all beneficiaries, together with the item or the percentage value of the estate that you want them to have. Unless you are having the Will drawn up by your bank or trust company, which normally act as your executors, you will also need the full names and addresses of the executors you’ve chosen (after first checking that they are willing to assume this responsibility).

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How to calculate the value of your estate To calculate the value of your estate, first list all your assets and then subtract your liabilities. Use this handy form to get started: Assets Home Other property Furniture/appliances Antiques/artwork Jewellery Car/motorbike Caravan/Boat/Trailer Savings and cash Stocks and shares Other investments Pension benefits Life Assurance Other assets Total assets

R ..................... R ..................... R ..................... R ..................... R ..................... R ..................... R ..................... R ..................... R ..................... R ..................... R ..................... R ..................... R ..................... R .....................

Liabilities Mortgage Bond Bank/personal loans Vehicle finance Other purchase agreements Bank overdraft Credit card balance Tax owed Other liabilities Total liabilities

Total assets Total liabilities Value of Estate

R ..................... R ..................... R ..................... R ..................... R ..................... R ..................... R ..................... R ..................... R .....................

R ............................ – R ............................ = R ............................

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Who will be your beneficiaries? Normally your spouse or children will be the beneficiaries of your Estate. If any of your children to whom you have left a legacy die before you, then their children automatically inherit in equal shares. In terms of the law, close friends – including those to whom you have promised an item or sum of money – will not inherit anything unless you have named them in a valid Will. Be sure to clearly identify all beneficiaries in your Will with a full name, occupation and address which makes them easier to locate. If you have no living relatives and fail to make a Will naming any beneficiaries, everything you leave behind could go to the State. Isn’t it better to surprise a friend or someone who has served you loyally, or help a charity which will remember you with affection, than for your money to end up in the Receiver’s pocket?

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What is an executor? The Executor of a Will is the person you nominate to carry out the instructions in your Will. This person may also be a beneficiary of the Will, and many people choose their spouse, a grown up son or daughter, or other trusted relative or friend. Be sure to ask the person first, to make sure they are willing. It’s also wise to name a second executor, in case anything happens to the first, especially in the case of a close family member who may be involved in the same accident that claims your life. Asking a professional or an organisation such as your bank to act as executor will take the burden away from your family, but you will have to pay for their services from your estate.

Who will look after your children? If you have children under the age of 18, and you and your spouse die together in an accident without making a Will, the courts will decide who will bring them up. Usually, the person nominated is a close relative – but this person may not necessarily share your ideas about child-rearing.You are the best person to decide who will raise your children in accordance with your family values and beliefs.

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Funeral arrangements Far from being macabre, letting your family or friends know your preferences regarding funeral arrangements can be a huge weight off their minds and prevent arguments about what “mom (or dad) would have wanted us to do.� You can express a preference in your Will for burial or cremation and include specific instructions about music to be played at the service or where your ashes should be placed. Nowadays, many people feel that in death they would like to provide life for others by donating various organs or tissue. Others donate their bodies to medical research. If you want to donate all or part of your body for medical or scientific purposes, you should include a paragraph to this effect in your Will, and be sure to let your executor or family know now so that no mistake is made by burial or cremation.

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Now what? Knowing that your Will has been properly drawn up, signed and witnessed, and that all your affairs are in order should anything happen, brings a sense of satisfaction and relief. But it doesn’t mean you can now forget all about it. Update it regularly You’ll need to update your Will from time to time – especially if you move to another country, get married or divorced, sell assets mentioned in the Will, or if one or more of your heirs or executors die. If your estate increases in value (perhaps you have received an inheritance yourself, or the value of your house has escalated) you may become liable for estate duty. But in making certain changes to your Will, estate duty could be reduced or avoided. Keep it safe Keep your Will in a safe place and make sure your family or executors know where to find it. Never staple or pin anything to the Will – you may invalidate the entire document. If you have added codicils to the original, simply keep them together with the Will in an envelope. Let us know If you have made a bequest to LITTLE EDEN – or are thinking of doing so – please let us know by filling out and returning the form with this brochure. We appreciate the opportunity to thank you now, rather than your executors later, and possibly discussing with you how you would like your gift to be used.

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Information contained in this booklet is intended for guidance and should not be used as a substitute for proper legal advice. You are advised to consult an attorney or other qualified professional before drawing up your Will.

F O U N D A T I O N PBO No. 930 034 635

P O Box 121 Edenvale 1610 Tel. +27 (0)11 609 7246 Fax +27 (0)11 452 4560 Email: info@littleeden.org.za www.littleeden.org.za

Little eden bequest booklet  

How to leave a legacy to the Little Eden Foundation