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Fundraising and holding events

We'll help your organisation stay compliant with the range of laws that can apply when fundraising or holding events across different states.

Content last updated 18/04/2023

Gifts, wills, bequests and endowments

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Gifts, wills, bequests and endowments

Gifts, wills, bequests and endowments can provide significant (and sometimes unexpected) income to charities and not-for-profit organisations.

Our fact sheet provides an overview of some of the main legal issues that may arise for community organisations when they receive a gift or receive a bequest or endowment from a person's will, including:

  • what to do when offered a gift, bequest or endowment and whether you must accept the gift, bequest or endowment
  • gifts, bequests and endowments with conditions
  • whether changing organisational structure will affect gifts, bequests or endowments, and
  • whether DGR status is required to accept gifts and how gifts, wills or endowments are treated for tax purposes
Gifts wills bequests and endowments
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The content on this webpage was last updated in April 2023 and is not legal advice. See full disclaimer and copyright notice.


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