Making a gift in your will

OVER THE YEARS, A NUMBER OF OUR FRIENDS and supporters have remembered the Donnington Hospital Trust when drawing up their Will. Their thoughtfulness and generosity in making a Gift in this way has greatly helped our work.

It is never too early to make a Will, or to bring an existing Will up to date, to ensure your wishes are fulfilled and to safeguard your family. We strongly recommend that you consult a Solicitor for advice in drawing up your Will, making clear how you wish your assets to be distributed between your family, friends and your favourite charity (or charities).

Your Solicitor will help you to choose the appropriate wording for your Will, or for a Codicil to added to an existing Will. The main types of Legacy are:
· A pecuniary legacy, a stated sum of money. This can be simple and tax efficient.
· A residuary legacy; a share of your estate after you have remembered your family and friends.
(Residuary legacies are of greater benefit to The Donnington Hospital Trust as they automatically take into account increases in the value of your estate over the years). Again they are simple and tax efficient.

Income or Capital
Under Charity Law The Trust must treat legacies as income, all of which must be spent promptly unless the Will specifically says otherwise. While we need a steady flow of legacies to support our day-to-day work, if you are intending to leave the Trust a large Gift, please ask your Solicitor to word the Will in a way which will allow us the discretion to add a proportion of your Gift to our Reserves.

Please let us know of your intention to leave a Legacy. You do not need to give details, but it would be helpful to know the name and address of your Solicitors, for future reference.

Please ask your Solicitor draw up a Will or amend your existing Will NOW – do not leave it too late.

Legacies

Suggested wording of clauses

A clause for a Pecuniary Legacy contained within a Will

I give the following charitable legacy absolutely:

To The Donnington Hospital Trust
(Registered Charity No: 226021)
The Trust Office
Groombridge Place
Donnington
Newbury
RG14 2JQ

The sum of £………………………………………………………… for the general purpose of the charity and with the full power to expend capital as income for such purposes and I direct that the receipt of the Clerk or other authorised officer of the charity shall be a good and sufficient discharge to my executors for this payment.

A clause of a Residuary Legacy contained within a Will

I devise and bequeath all (or a % share of) the residue of my estate absolutely:

To The Donnington Hospital Trust
(Registered Charity No: 226021
The Trust Office
Groombridge Place
Donnington
Newbury
RG14 2JQ

Hereinafter called ‘the charity’ such sum to be applied for the general purposes of the charity and with the full power to expend capital as income for such purposes and I direct that the receipt of the Clerk or other authorised officer of the charity shall be a good and sufficient discharge to my executors for this payment.