021 419 9763

Charitable Bequests to The Homestead

Charitable bequest to the Homestead (PBO 181113 1038) is an easy and effective way to leave a lasting legacy.

A charitable bequest is simply a distribution from your deceased estate to the Homestead by a bequest in your Will.

Deduction on Estate Duty: A deduction for estate duty purposes is allowed in respect of the value of property bequeathed to a public benefit organisation ( The Homestead is a ‘qualifying PBO’) exempt from tax in terms of the Income Tax Act.

Different types of Bequests

  • A specific sum of money: The simplest form of bequest, but does not consider inflation or changes in the value of your estate.
  • A percentage of your estate: This ensures a fair distribution among all your beneficiaries, regardless of any changes in the value of your estate.
  • The residue of your estate: Whatever is left over after all taxes, liabilities and other bequests have been paid is known as the residue. You can bequeath the whole of the residue, or a percentage of it.
  • A Life Assurance policy: An existing policy, taken out years ago to safeguard a young family and no longer relevant, can be ceded to the Homestead, or you can take out a new policy with the Homestead as the beneficiary.
  • Specific items: Valuable items such as real estate, motor vehicles, antiques, art works, jewellery, etc. may be bequeathed to a Public Benefit Organisation such as the Homestead
  • Shares: You can donate stock exchange traded shares directly to the Homestead. This would save capital gains tax.
  • Setting up a charitable trust: This can be an option in certain circumstances when for instance considerable sums are involved and you might want your bequest to be used for certain specific purposes over a number of years, for instance only to be spent on the children’s education and development, or for social worker salaries, or for administrative purposes.

The Homestead’s legal details are:

Name: The Homestead
Address: 150 Strand Street, De Waterkant, Cape Town, 8000
Phone: 021 4199763
Email: info@homestead.org.za
NPO Number: NPO 003-217
PBO Number: PBO 181113 1038

Thank you for leaving a lasting legacy to the hundreds of children who continue to benefit from the Homestead each year

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The Homestead is registered in South Africa as a Non-Profit Organisation (NPO 003-217), and as a Public Benefit Organisation (PBO 130001038) and all Homestead projects are legally registered and compliant with the Department of Social Development Western Cape regulations and aligned to the South African Children’s Act 38 of 2005.

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