Leaving a gift in your will to a charitable organization is a powerful way to extend your values and positively impact future generations. Many Australians are incorporating charitable giving into their estate plans as a meaningful legacy. However, before making a bequest, it is crucial to verify charity credibility to ensure your gift is used as intended. With over 60,000 registered charities in Australia, doing proper due diligence protects your legacy and ensures your philanthropic efforts are not misdirected or misused.
In this article, we’ll guide you through the steps to verify charity credibility before bequest, offer expert tips, and explain how this process supports safer, more impactful estate planning.
Incorporating charitable giving into your will can bring great satisfaction, but without proper checks, there’s a risk your gift could fall into the wrong hands or be mismanaged. Verifying charity credibility before bequest is essential for several reasons:
By taking the time to verify charity credibility before bequest, you secure your donation’s purpose and ensure it contributes meaningfully to your chosen cause.
Your first step should always be to check if the charity is registered with the Australian Charities and Not-for-profits Commission (ACNC). The ACNC is the national regulator of charities and provides a free, searchable Charity Register on its website.
This register allows you to:
If the charity you intend to support is not listed on the ACNC register, it’s a red flag—and you should reconsider your bequest.
Not all registered charities are eligible for tax-deductible donations. To unlock potential tax advantages for your estate, verify that the charity holds Deductible Gift Recipient (DGR) status. This is particularly relevant if your estate will benefit from capital gains tax (CGT) exemptions upon donation.
You can check a charity’s DGR status by searching the Australian Business Register (ABR) or confirming through the ACNC website. A valid DGR designation means the organisation is approved by the Australian Taxation Office (ATO) to receive tax-deductible donations—a key part of smart estate planning.
When you verify charity credibility before bequest, transparency is key. Legitimate charities publish their annual reports and financials to show how they allocate funds. Reviewing these documents can help you assess:
You can usually access this information via the ACNC register or the charity’s official website.
Before making a bequest, ensure that the charity’s work aligns with your values and vision. Ask yourself:
Many donors choose to leave bequests to organisations involved in medical research, animal welfare, education, or community development. Regardless of the cause, verifying charity credibility before bequest ensures your gift supports initiatives you truly care about.
Strong, ethical leadership and governance are markers of a credible charity. Look for:
Well-run charities typically publish this information in annual reports or on their websites. When governance is sound, you can feel confident your bequest will be managed with care.
Reputable charities often belong to professional associations such as:
These memberships reflect a commitment to ethical standards, accountability, and industry best practices. When you verify charity credibility before bequest, check whether the organisation adheres to such codes of conduct.
Independent charity evaluation platforms like GiveWell, Charity Navigator, and The Life You Can Save assess nonprofits based on transparency, effectiveness, and cost-efficiency. Although most are international, some include or link to assessments of Australian charities.
While not all local charities are reviewed, these platforms can provide helpful context, especially for larger organisations with global reach.
Even after you verify charity credibility before bequest, your legal documentation must be accurate. In your will:
Correctly identifying the recipient ensures your bequest is honoured as intended and avoids legal disputes during estate distribution.
Working with professionals helps ensure every aspect of your bequest is properly structured. A qualified estate planning lawyer can:
Meanwhile, a financial adviser can help you evaluate the impact of charitable donations on your overall estate, especially if you’re considering multiple beneficiaries or using testamentary trusts.
Beyond a single bequest, Australians increasingly use long-term strategies to maximise their charitable impact. Options include:
Regardless of the method, you must always verify charity credibility before bequest to protect your philanthropic vision and ensure your legacy endures.
Margaret, a retired nurse from Melbourne, wanted to leave $250,000 in her will to support cancer research. She initially considered a small local organisation but, after reviewing its limited financial disclosures and lack of DGR status, she changed her bequest to the Garvan Institute of Medical Research—a well-established, DGR-approved charity with transparent reporting and proven results. This decision gave her peace of mind and ensured her contribution would make a real impact.
Charitable giving through your will is a deeply personal decision and a powerful way to create a lasting impact. But to ensure your gift truly makes a difference, it’s vital to verify charity credibility before bequest. This simple yet crucial process protects your legacy, secures the future of your donation, and prevents financial or legal complications.
At Legal Finda, we understand how important it is to match your charitable intentions with trustworthy organisations. Our team of legal experts can help you navigate this process with clarity and confidence. Whether you’re updating an existing will or creating one for the first time, we’re here to help you make an informed, meaningful contribution.
Explore how to verify charity credibility before bequest with Legal Finda—because your legacy deserves to be protected.