LEAVING A CHARITABLE LEGACY

We are able to offer a flexible way to leave a gift in your Will to benefit our charity through our Legacy Giving Partner - CAF

Leaving charitable legacies in your Will involves a lot of work, which is why we've partnered with CAF (Charitable Aids Foundation) who designed our service to make it easy for you and your executors. Here's how it works:

  • Name CAF in your Will - we give you the exact wording to make this step easy.
  • Identify the charity or charities you'd like to support. If you are unsure who to give to, our expert advisors can help you select charities, or charitable causes, that are important to you.
  • List the charities or charitable causes in your Letter of Wishes and send it to us.
  • View our fee schedule

To find a Will writer, please visit:

Want to learn more about our legacy service?
Download our legacy brochure

TAX-EFFECTIVE GIVING FROM AN INHERITANCE

If you have received a legacy, you may decide that you would like all, or a part of it, to be donated to charity.

However, you may not want to donate the money all at once, and you might want some time to choose which causes to support - if so, we can help.

A CAF Deed of Variation to a Will is a flexible, tax-effective way to create a charitable giving fund from a legacy that you have received.

Create a flexible gift in 3 simple steps
 

Want to know more?

TALK TO OUR TEAM

Contact our expert team on 03000 123 108 to discuss how we can help you.

Email us

Stephanie Moss  Legacy Manager

Stephanie Moss is Legacy Manager at Charities Aid Foundation. Please get in touch if you would like to discuss leaving a CAF Charitable Legacy.   

Stephanie Moss
Legacy Manager

T: +44 (0) 3000 123 504