Leaving a Legacy to
Together for Sudan
Why not Leave a legacy
Making a will
Amending an existing will
Frequently asked questions
Why leave a legacy to Together for Sudan (TFS)?
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, please contact the Director in confidence on ?.
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
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
Back to the top of the page