Leaving a Legacy

How to leave a legacy for Saint Francis Hospice - download leaflet

Nine out of ten people surveyed would be proud to see parents leave a gift to charity in their will

 

Professor Cathy Pharoah, Co-Director of the ESRC Research Centre for Charitable Giving and Philanthropy at Cass Business School, said: 

“Families are an important place for passing on the values of giving, and this research shows that children can feel very proud of their parents' desire to support the causes they care about through legacies.

“Charitable legacies have the power to help shape the world for future generations. More people are making bequests to charities tackling the global challenges of the future, such as environmental causes, international development and cancer. Whether your legacy is small or large, it can protect the future of the local or global charitable work you most value.”

But while a new generation is happy to see their parents give money to charity in their will, the parents themselves are still playing catch-up.   Previous studies  have found that for many having a family and wanting them to come first often means a charity is never considered – possibly because people incorrectly assume it’s an ‘all or nothing’ situation.  

 

• Our full name
• Registered office address
• Registered charity number

Saint Francis Hospice
The Hall
Broxhill Road
Havering atte Bower
Romford
RM4 1QH
Registered charity number: 275913

We want to respect your wishes, however it is best if gifts are left unconditional as this allows us to use your gift where it is needed most at the time we receive it.  If you have any questions please contact us on 01708 723593 or email us.

Suggested wording for leaving a legacy to Saint Francis Hospice

1. Pecuniary or fixed sum legacy:

When you want to leave a specific sum to Saint Francis Hospice

I bequeath to Saint Francis Hospice (registered charity number: 275913) of The Hall, Havering-atte-Bower, Romford, Essex RM4 1QH absolutely the sum £...for its general purposes.

Or, if you wish to secure the value of your gift against the effects of inflation:

I bequeath to Saint Francis Hospice (registered charity number 275913) of The Hall, Havering-atte-Bower, Romford, Essex RM4 1QH absolutely for its general purposes the sum of money produced by dividing the sum of £... by index figure in the Index of Retail Prices ('the index') for the month in which this will be executed and multiplying it by the index figure in the index month in which my death occurs. And I declare that a receipt signed by a person for the time being authorised by the trustees of Saint Francis Hospice shall be good and sufficient discharge to my executors for the payment or transfer of the same to Saint Francis Hospice and that my executors shall not be responsible for seeing to the application thereof.

2. Bequeathing the residue of your estate to Saint Francis Hospice:

This is when you bequeath the residue of your estate after all other bequests, costs etc. have been deducted. This type of legacy will ensure that once the pecuniary and / or specific gifts and costs have been discharged, the remainder of your estate (or a percentage of it) will be passed to Saint Francis Hospice.

We suggest the following wording:

I give, devise and bequeath, to Saint Francis Hospice (registered charity number 275913) of The Hall, Havering-atte-Bower, Romford, Essex RM4 1QH the residue of my estate absolutely and direct that:

i. The assets comprising such residue may be used for the general purpose of Saint Francis Hospice whether of an income or a capital nature:

ii. A receipt signed by a person for the time being authorised by the trustees of Saint Francis Hospice shall be good and sufficient discharge to my executors for the payment or transfer of the said assets to Saint Francis Hospice and that my executors shall not be responsible for seeing to the application thereof.

3. Leaving a specific legacy

Your solicitors will be able to advise if you wish to leave a specific item to Saint Francis Hospice, preparing appropriate wording for your Will. Remember to give your solicitor a clear description of the possession.

4. If you want to change your existing Will

You can easily add a legacy to Saint Francis Hospice to your existing Will using a Codicil. Your solicitor will advise you how to do this so that no legal or technical mistakes occur. No matter whether your legacy is large or small, Saint Francis Hospice is extremely grateful for your support.

Making a Will

Even if your circumstances are simple it is always best to use a solicitor when making a will to ensure that your wishes are fulfilled.

How to find a Solicitor
Citizen’s Advice Bureau can provide a list of local solicitors. They don’t have a central phone number, so check your telephone directory or you can search for your local bureau’s number at www.citizensadvice.org.uk. 

The Law Society has a solicitor finding service online or on 020 7242 1222. A small number of people may qualify for free advice under the Legal Help scheme if they meet certain income and circumstantial criteria.

To check, phone 0845 3454 345 or visit the website.

When you pledge to leave a legacy in your will to Saint Francis Hospice we would like to keep you up to date with our bi-annual magazine, so please notify us of your intentions either by e-mail, phone 01708 723593 or write to us at;

Saint Francis Hospice
The Hall
Havering-atte-Bower
Romford
RM4 1QH