Leave a legacy
Leaving a legacy to South Warwickshire NHS Foundation Trust Charitable Fund can help provide additional support to Trust patients and staff in areas such as research, equipment purchases and training.
Including a gift in your will or leaving a legacy is very straightforward.
Firstly you need to decide what type of gift you would like to leave:
a) A residuary legacy - after making specific and monetary gifts a percentage is left to one or more individuals or charities. As it is a percentage it ensures that your loved ones are taken care of and you won’t have to keep changing your Will as circumstances change. This is a particularly popular way to leave a gift to a charity.
b) Cash gift - A fixed amount of money, for example £5000, also known as a pecuniary gift.
Each type has its own wording which should be incorporated into a will.
Secondly you need to update or write your will.
Including a charitable bequest in your will is reasonably straightforward to do. A solicitor can help you draw up a will. Using a solicitor to help you make a will is recommended, as a homemade will can be unclear or null and void.
If you already have a will and would like to amend it to include, a solicitor can help you draw up a document called a codicil, which amends your will.
Please note that currently any money you leave in a legacy to the charity is not subject to inheritance tax. Your solicitor will be able to advise you on this and all matters relating to leaving a legacy - we cannot provide advice.
Please remember to use the full name of the South Warwickshire Foundation Trust Charitable Fund and the correct charity number and registered address:
Charity Number: 1056424
South Warwickshire NHS Foundation Trust
For more information on leaving a legacy please contact the Fundraising Manager:
Tel: +44(0)1926 495 321 Ext 8049
We also recommend you visit the Charity Commission of England and Wales for details of the charity.