Legacy

Invest in the future and ensure that liberty
and freedom remain the bedrock of our society

Your legacy bequest is an opportunity to make a meaningful and lasting gift to CIS beyond your current donation structure, and in a way that may not have been possible during your lifetime.

Through our shared mission of advancing the principles of free markets, individual liberty, cultural freedom, and limited government, your legacy will be an integral part of that great progress. Your support ensures that the future we shape today will be one that we can proudly bequeath to our children and future generations.

Legacy Society

It is easy to look back at the influential people and institutions who instilled in us their beliefs, culture, and value system that continue to withstand the test of time.

When Greg Lindsay started CIS in his backyard shed, the legacy that began that day was unclear. That beginning has helped mould the direction of Australian society for generations to come.

We would like to invite you to become a partner for the future. A bequest made to the CIS Legacy Society is your own legacy towards maintaining the values necessary for the betterment of future generations. It is your way of being eternally vigilant – you will remain an integral and perpetual part of our vision for free choice, individual liberty, cultural freedom, and the open exchange of ideas.

As a member of the Legacy Society, you will ensure the continuation of the policy research you currently support. For more information, or to request a booklet about the CIS Legacy Society, please contact our Director of Development, Deborah Henderson at dhenderson@cis.org.au or 02 9438 4377.

Bequest Types

Your Will is one of the most important documents you will sign. It is a powerful tool for change, allowing you to decide how your assets will be distributed and determining who and what vision you wish to benefit.

CIS recommends you consult your solicitor, a trustee officer from a trustee company, or the Public Trustee when drafting your Will, and that you appoint an appropriate executor. If you already have a Will and would like to support CIS with a bequest without rewriting the entire document, a codicil can be drawn up.

Also, please do let our Planned Giving staff know about your bequest wishes. We want to recognize* you for your generosity by inviting you into our distinguished Legacy Society. We would also love to discuss how and where you would like your legacy to live on through CIS.

*We understand you may want to ensure your gift is done with little or no recognition. Reaching out to us will help facilitate this while ensuring your legacy gift is utilised to your exact wishes.

Ways to give through your Will:

Residuary Bequest

A residuary bequest occurs when you leave a portion or the remainder of your estate to the Centre for Independent Studies after all other bequest and other financial commitments have been honoured. This is a wonderful way to ensure the Centre for Independent Studies receives the most help possible, whilst also ensuring your loved ones are taken care of.

Suggested wording in your Will:

“I bequeath to the Centre for Independent Studies, NSW 2000, ABN 15 001 495 0125, (Insert number)% of my residuary estate, to be applied for the purposes of (insert purpose) or by the Centre for Independent Studies in such a manner as its Directors may determine. I direct that the receipt in writing of an authorised officer of the Centre for Independent Studies shall be deemed proof of payment.”

Specific Bequest

This refers to a specific item, such as property or shares to be given to the Centre for Independent Studies.

Suggested wording:

“I bequeath to the Centre for Independent Studies, NSW 2000, ABN 15 001 495 0125, (describe asset accurately), to be applied for the purposes of (insert purpose) or by the Centre for Independent Studies in such a manner as its Directors may determine. I direct that the receipt in writing of an authorised officer of the Centre for Independent Studies shall be deemed proof of payment.”

Pecuniary Bequest

A gift of a fixed or stated sum of money designated in your Will.

Suggested wording:

“I bequeath to the Centre for Independent Studies, NSW 2000, ABN 15 001 495 0125, the sum of (Insert $ amount), to be applied for the purposes of (insert purpose) or by the Centre for Independent Studies in such a manner as its Directors may determine. I direct that the receipt in writing of an authorised officer of the Centre for Independent Studies shall be deemed proof of payment.”

Contingent Bequest

This type of bequest is fulfilled if certain conditions are met. For instance, if your primary beneficiary does not survive you, you can indicate your next choice through a contingent designation.

Please seek advice from a legal solicitor for specific wording on how to leave the Centre for Independent Studies a contingent bequest

Contact Us

Thank you for your interest and consideration in advancing values you hold dear to your heart through your Will. We would love to send you additional information and visit with you in person regarding this important decision in your life.

Please feel free to get in touch and together, we can discuss where and how you would like your legacy to live on through CIS.

Director of Development

Deborah Henderson
dhenderson@cis.org.au
02 9438 4377

Executive Director

Tom Switzer
tswitzer@cis.org.au
02 9438 4377