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Making a bequest to HMRI is an important decision, one which represents an opportunity for you to make a much greater gift to medical research than you may otherwise be able to afford in your lifetime.
Whatever the size, every bequest is important to us. Our current policy is to invest all bequests (unless you specify otherwise). That way, interest accrues to provide ongoing income into the future, enabling us to fund new research projects each year as part of our annual grants round.
We have prepared a brochure with more detailed information about leaving a bequest to HMRI.
When making a Will, your first priority should be to ensure that it reflects the way you want to look after your family. Once that is done, including a bequest to HMRI is an easy process. You can either include the bequest when you write your Will, or simply add a clause to your existing Will by adding a codicil or by updating your Will. In either case, you should seek professional advice from a legal adviser to ensure your wishes are recorded in a legally binding way.
There are three main types of bequests you may like to consider.
A general-purpose bequest is the most flexible, as it gives HMRI the ability to decide (through our competitive Annual Grants Round) which activities and projects are funded by your bequest in response to changing needs and priorities.
However, some people like to choose which area of research (such as asthma or cancer research) they support with their bequest. HMRI does this by making your funding available (again through our Annual Grants Round) for research in the specified discipline with criteria our researchers must meet
Each of the above types of bequests can be given either for general purposes or for a specified purpose set out in your Will.
For the best wording to use when making a bequest to HMRI you can download our handy one page guide to help you or your legal adviser in the preparation of your Will.
By letting us know that you have included HMRI in your Will, it provides us the opportunity to personally thank you. It also allows you to become a member of our Friends for the Future supporter group – a very special group of people who have chosen to support us in this way.
It is also a great way to be involved with HMRI during your lifetime. We can keep you up to date with our research and include you on our invitation list to special events.
It is an honour for HMRI to receive a bequest and something we take seriously. Once you advise us you would like to leave a bequest, we will work with you to create a legacy you can be proud of.
For a confidential conversation and to find out more information about leaving a bequest to HMRI, please contact the HMRI Bequest Officer, Julia Berry.
Phone: (02) 4042 0581