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Legacies

During the difficult time of losing a loved one, find comfort in honouring their memory by donating to charity in their name.

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Leaving a Legacy

Whether you’re requesting donations at a funeral, in lieu of flowers or making an in memoriam donation through a gift in a will, these gifts make the world of difference to those with disabilities…

We are always touched by the generosity of people who leave something to us and no matter how large or small this gift is, 100% of it will go towards the important work we do.

Leaving 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 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 the 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.

Things to note when making a will…

  • Contact a solicitor

    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 and ensure your intentions are clear and will handle the whole process for you.

  • Types of legacies: 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.

  • Types of legacies: Specific Gift

    This could be a property or anything else you think may be of value to us once you are gone.

  • Types of legacies: 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 Exmoor.

Checklist for leaving a gift to Calvert Exmoor

  • A white tick shape in a white circle, on a dark blue circular background

    Include our full name

    Please detail that you are leaving your gift to ‘Exmoor Calvert Trust, Registered Charity Number in England and Wales (1005776)’. Without being specific your gift might not reach us.

  • A white tick shape in a white circle, on a dark blue circular background

    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.

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    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 Exmoor then please contact us on 01598 763221, fundraising@calvert-trust.org.uk or by post to:

    Fundraising
    Calvert Exmoor
    Wistlandpound, Kentisbury
    Barnstaple, North Devon
    EX31 4SJ

Get in touch!

If you want to speak with us about leaving a gift in memoriam, please do get in touch and we'll help you through the process…

Contact us