Why a Legacy
Making a Will
Residuary Bequest
Pecuniary Bequest
Amend a Will
FAQ
Why a Legacy :
Together for Sudan exists to help the underprivileged of Sudan, who are
amongst the poorest people in the world. Our supporters have many different
reasons for wanting to contribute to our work, and they donate in a number
of different ways. The purpose of this section of our site is to guide those
who would like to help by donating a capital sum from their estate. This
could be of great benefit to TFS as it enables the charity to plan for the
future, build up its funds and run longer-term programmes.
Leaving a legacy is one of the best ways you can support our work and
promote the future well-being of the underprivileged in Sudan. Significant
legacies over the years could lead to a dramatic improvement in TFS’s
finances and our ability to fund new initiatives.
You don’t have to be rich to leave a donation to Together for Sudan in your
will: however much you leave will still make a difference. It is easy to
arrange too – and it’s tax-free.
Of course, money isn’t the only thing you can leave! If you have other
assets that you would like to leave, or if you would like to discuss any
other aspect of leaving a legacy to Together for Sudan, contact us in
confidence (How
to contact us - click here )
Making a Will:
The prospect of making a Will may seem daunting, but the process is simple.
Without a Will there is no guarantee that the people and causes you care for
will benefit; your family could suffer difficulties and your wishes may not
be honoured. Your Will needs to be correctly made out and up to date –
otherwise your estate will not be distributed as you intended.
Of course we understand that your first priority will be to ensure that
those closest to you are taken care of.
However, if after you have done this, you feel that you are able to leave a
gift to TFS there are various ways in which you can do this.
The notes that follow offer a guide to leaving a legacy to Together for
Sudan. We hope that you find the information useful. It is not expensive to
make a Will – but do bear in mind that your will is a legal document. You
should always consult a solicitor before making a will, or making major
changes to an existing will. It is worth making a brief list of your assets
and working out beforehand how much you would like to leave to charity. This
will make the solicitor’s job easier – and cheaper. Whether you are thinking of leaving a legacy to charity or not, it is always
advisable to review your Will every few years, especially if your
circumstances change.
Legacies and tax
Legacies are an extremely tax-efficient way to give to charity – in fact,
legacies to charities are completely free of Inheritance Tax. TFS would
therefore receive 100% of any gift you chose to leave.
Wording to use in a will
If you do decide to leave a legacy please make sure that the wording is
accurate. Below are examples of the wording that you should use; please note
that it is very important that you use the full name for Together for Sudan
and also include our full address details together with our charity number.
Doing this will ensure that there is no doubt that the gift you are leaving
is intended for us.
Residuary Bequest:
A Residuary Bequest enables you to leave to Together for Sudan a percentage
of what is left of your estate, once all the expenses, debts, and specific
gifts have been taken out e.g. 10% of what is left after all your debts,
taxes and gifts have been paid. This form of legacy is the most advantageous
to TFS because it is in effect inflation-linked.
“I give to Together for Sudan (Reg. Charity No.1075852), ……………… (insert
‘all’ or the size of the share for Together for Sudan) the residue of my
real and personal estate to be applied by Together for Sudan for its general
charitable purposes. I direct that the receipt of the Treasurer or other
proper officer of Together for Sudan for the time being shall be a full and
sufficient discharge to my Executors/Trustees.”
Pecuniary Bequest:
This enables you to set a specific sum as a gift to Together for Sudan e.g.
£1,000. The value of pecuniary legacies will decrease over time, as the cost
of living increases.
“I give to Together for Sudan (Reg. Charity No.1075852), ……………… (insert the
amount you wish to leave to Together for Sudan), to be applied by TFS for
its general charitable purposes. I direct that the receipt of the Treasurer
or other proper officer of Together for Sudan for the time being shall be a
full and sufficient discharge of the said legacy.”
Specific Bequest
This enables you to leave a specific gift of particular assets or goods
to Together for Sudan and will help us to raise valuable core funding
“I give to Together for Sudan (Reg. Charity No.1075852), ……………… (insert a
comprehensive description of whatever you wish to give) to be applied by
Together for Sudan for its general charitable purposes. I direct that the
receipt of the Treasurer or other duly authorised officer of Together for
Sudan for the time being shall be a full and sufficient discharge of the
said legacy.”
It is important to ensure that the following clause is inserted, whichever
wording you need to use:
“If at my death any charity named as a beneficiary in this Will or any
Codicil hereto has changed its name or amalgamated with or transferred its
assets to another body then my Executors shall give effect to any gift made
to such charity as if it had been made (in the first case) to the body in
its changed name or (in the second place) to the body which results from
such amalgamation or to which such transfer has been made.”
Please also remember to use our full name Together for Sudan and the correct
registered address and charity number.
Please note that these wordings are recommendations only. Care should be
taken when incorporating provisions such as this within a will or codicil
(see below) and it is advisable to seek legal opinion before finalising such
wording.
Amending an Existing Will:
It is relatively easy to make minor alterations and/or additions to an
existing Will: you can do this by making a Codicil. This avoids the cost of
having your Will completely re-written. A legal advisor can help you add a
codicil.
The appropriate wording is given below:
”This is a codicil of……..(name) of………(address) to my Will dated (date).
I give (details of bequest) to Together for Sudan, ……..Registered Charity
Number 1075852, to be applied to Together for Sudan for its charitable
purposes, and I direct that the receipt of the Treasurer or duly authorised
officer shall be a valid and appropriate form of discharge. In all other
respects, I confirm my Will dated (date of original Will).”
You should then arrange for two people who are not beneficiaries under your
will, to sign and witness the Codicil. All words should be written in block
capitals, except signatures.
If you are planning to make more extensive changes it may be preferable to
write a new will altogether. Again, it is advisable that you seek legal
advice.
Let us know
If you have made a provision for Together for Sudan in your Will, or plan to
do so in the future, we would be grateful if you could let us know, so that
we can keep you informed about our work. However, we understand that you may
wish to keep the nature of your Will confidential. Whatever the
circumstances your support is greatly appreciated
(How
to contact us - click here)
Frequently Asked Questions:
Who carries out my will?
Your executors carry out the instructions and wishes you set out in your
will. Executors should be someone you trust, and you should ask them whether
they are willing to act. Solicitors and banks can be approached, but will
normally charge fees for acting as an Executor and dealing with the
administration of your estate.
What will Executors do?
Your executors will obtain the necessary authority to action your will. They
will obtain full details of what you own and owe, arrange for your debts to
be paid and your legacies to be distributed. Executors can also appoint
solicitors to assist in the administration of your estate.
Do I have any other options when leaving money to charity?
The Charities Aid Foundation (CAF) operates a legacy account. You can decide
which charities you want to benefit after your will has been drawn up and
you can change your choice of charity at any time without incurring cost.
For details, contact the CAF on 01732 520027
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is a contribution towards peace building!