How to leave a gift

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'How to Arrange Legacy Giving' image

You'll find that arranging a legacy is really much more straightforward than you might have thought. Here's our quick, three step guide to the best way to leave a gift to a good cause in your will.

Step One

Decide which charity/charities you'd like to help. Perhaps you already have a charity in mind, or maybe there's a cause you've always wanted to support but never had the chance. Now is the time to make a list, and decide who you'd like to benefit from your legacy after your death.

Step Two

Ask your preferred charity/charities for more information about legacy giving. You should also be able to arrange a confidential, no-obligations meeting with them to discuss how your legacy can best help the causes you care about most.

Step Three

If you already have a solicitor, speak to him or her about making a will, or changing your existing will to include your favourite charity/charities. If you don't currently have a solicitor, it's very easy to find one who'll draw up a will for you. Almost all solicitors provide this service for a nominal fee.

Should I tell my chosen charity about my legacy?

This is entirely up to you. On the one hand, you may wish to keep this very private matter to yourself. But on the other... charities are extremely grateful for this information, because it helps them to plan their services for the future. So simply by letting them know, you can begin the process of supporting the causes you care about most.