Charitable Legacies – Template Wording for Inclusion within a Will

Legacies to charities (Wills)

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A charity can provide the content of this Legacies to charities (Wills) document to anyone wishing to include a donation to the charity by leaving a legacy under his/her Will.

It can assist in generating gifts being left to their charity under wills if the charity suggests wording to their donors/supporters which can be included in their Wills to create a legacy to the charity. Charities should always advise such donors/supporters to seek independent legal advice regarding the giving of any potential gift.

If instead of including a legacy under his/her Will, an individual has already made a will, the charity should not give the content of this document to him/her, but should instead give him/her the content of the accompanying Legacies to charities (Codicils to Wills) document.

In practice, a charity may not know whether an individual will include a legacy in his/her Will or instead will execute a Codicil to his/her Will to leave a legacy to the charity. Charities will therefore probably need to provide individuals with the content of both the Legacies to charities (Wills) and the Legacies to charities (Codicils to Wills) document.

Before using this document, a charity should customise it by inserting the necessary detail about the charity as indicated in the document. In thisLegacies to charities (Wills), the actual wording required for a Will is shown in a plain type document, and guidance for any additional wording required is shown in italics.

Once you have purchased access to the appropriate document folder click on the “Download Document” button below. You will be asked what you want to do with the file. It is recommended that you save the document to a location of your choice prior to viewing.
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