A fixed cash gift
You can leave a specified amount of money to a chosen charity in your will.
If there is a charity, cause or organisation that matters to you, your will can be used to make a gift as part of your wider estate planning.
The right approach depends on what you want to give and how you want the rest of your estate to be distributed.
You can leave a specified amount of money to a chosen charity in your will.
You can leave a percentage or share of what remains after other gifts, costs and liabilities have been dealt with.
In some circumstances you may want to leave a particular asset or possession to a charitable organisation.
Putting the gift into your will helps make your intention clear for your executors.
Charitable gifts can be considered alongside provision for your spouse, children and other beneficiaries.
Your will can be reviewed later if your chosen causes, family circumstances or wishes change.
For many people, the aim is to make appropriate provision for family while also leaving something to a charity or cause they care about.
We can talk through how you want your estate divided and make sure your instructions are set out clearly.
Which charities or causes matter to you?
Do you want to leave a fixed amount, a share of the estate or another type of gift?
How should the charitable gift sit alongside the inheritance you want to leave to family and other beneficiaries?
When including a charitable gift in a will, it is important that the intended organisation is clearly identified. We can help make sure the appropriate details are included when your documents are prepared.
We start with what you want to achieve and make sure the charitable gift works alongside the rest of your will.
We discuss the charity or cause you want to support and the type of gift you have in mind.
We look at how the gift fits alongside the provision you want to make for family and other beneficiaries.
Your will is then drafted through APS Legal & Associates with the charitable gift included as appropriate.
Start with a straightforward conversation about your wishes.