Making an in memoriam donation to Calvert Trust Exmoor is a very important contribution and one which can make the world of difference to the people with disabilities that visit our centre.
Leave a Gift in your Will
Leaving a gift in your Will is a great way you can leave a lasting legacy of support to Calvert Trust Exmoor and we are always touched by the generosity of people who leave something to us. After making provision for those family or friends that you leave behind, you make be in a position to make a donation to charity which will be free of inheritance tax. No matter how large or small your gift is, it will be used to benefit people with disabilities, and to help them achieve their full potential.
How do I make a will?
We strongly advise you to contact a solicitor if you are considering leaving us a gift in your Will. A solicitor will be able to advise you on everything you need to consider, advise you about tax relief, trusts and restrictions, ensure your intentions are clear and will handle the whole process for you.
There are different ways you can leave a legacy to the Calvert Trust Exmoor:
- Residuary Gift: This is a gift in which you bequeath to us either the sole or a proportionate share of the net balance of your estate after all taxes, duties and legal fees have been paid and dispensed. Generally a residuary gift will keep its value better than a gift of a fixed sum of money.
- Specific Gift: This could be a property, or anything else you think may be of value to us once you are gone.
- Reversionary Gift: This will make a provision to a named person in your Will during their lifetime, after which you can ask that the remainder of the bequeathed estate is passed to Calvert Trust Exmoor.
Free Will making
Calvert Trust Exmoor has a partnership with McClures Solicitors to have Wills written free of charge at any time. All that we ask is that you consider making a donation or a Gift in Will to Calvert Trust Exmoor. McClure have 15 offices around the country and can also make home visits. For an appointment, call Freephone 0800 852 1999 or email email@example.com
If you’d like to leave a gift to Calvert Trust Exmoor, here are some key things to remember:
Include our full name:
Please detail that you are leaving your gift to ‘Calvert Trust Exmoor, Registered Charity Number in England and Wales (1005776)’. Without being specific your gift might not reach us.
Keeping your Will current:
Should your personal circumstances change, it is important that you review your Will provision and change it, if necessary. You can do this via your solicitor by either writing a new Will or by adding a codicil to your existing Will.
Please let us know:
We realise that making a Will is a private affair but if you wish to inform us of your intentions we can thank you, keep you updated on how your intended gift could support the Trust in the future, and it also gives us the chance to invite you to the Centre to see how your gift will help.
If you require any further information about leaving a gift in your Will to Calvert Trust Exmoor then please contact us on firstname.lastname@example.org or by post to:
Calvert Trust Exmoor
Barnstaple, North Devon