hospice brochure - St Raphael's Hospice

Lifelong FriendsYour Legacy Pledge FormOur pledge of discretionDrafting your WillIf you have included St Raphael’s Hospice inyour Will, and if you feel it is appropriate, pleasecomplete and return this legacy pledge.I want to be part of supporting the future ofSt Raphael’s and I have left a bequest toSt Raphael’s Hospice in my Will.Your DetailsMr Mrs Miss Ms. OtherFirst Name:Surname:Address:Postcode:Tel No:Email:if YOu WISH, YOu CAN ALSO PROVIDETHE FOLLOWING uSEFul INFORMATION:My BEquEST TO St RAPHAEL’s HOSPICE ISA specific sum of money (a “pecuniary” bequest)A specific item (eg assets, shares)Securing the future ofSt Raphael’s HospiceSt Raphael’s Living Legators(Lifelong Friends) SchemeLetting us know that you have left a legacy is important andhelpful because:• It lets us say Thank You•It allows us to work with you in directing your legacy to theareas of our work that are most important to you• It allows us to plan for the futureLeaving a legacy –a deferred giftWe respect the fact that giving is a very personal and entirelyvoluntary decision. Please be assured that the information youchoose to provide will be treated with the utmost confidentiality.We remain equally grateful for the legacy support of those whochoose not to advise St Raphael’s of their gifts.Assessing your EstateBefore you draft your Will, you should:1. List everything that you own – your property, shares,investments, life insurance policies, bank balances, carand your valuables and possessions2. Make a rough calculation of the value of all these assets3. Decide who should benefit from your estate e.g. family,friends, charities etc4. Decide who to appoint as your executor(s) i.e. thepeople who will administer your estate.A word on Inheritance TaxAll bequests to charity (including St Raphael’s) are exemptfrom Inheritance Tax.Following the calculation of the value of all your assets, yourlegal advisor can advise on the best way for you to divideyour estate, taking into account factors such as the variousindividuals/charities you wish to benefit and any tax implicationsfor your estate.It is always best to ask a legal adviserto draft your Will. He or she will know the correct form ofwords and can avoid ambiguities and misunderstandings.Your Will should set out the arrangements for distributingall of your estate including the residue, after yourdebts and any specific or pecuniary gifts have beenpaid. It should appoint between one and four people asexecutors. There are specific rules for the execution ofWills. It is very easy to execute a Will incorrectly andtherefore you should take advice from your legal adviseron the correct way to execute your Will.Adding to anexisting WillIf you wish to add to or alter your existing Will you can dothis by making a ‘codicil’. In order to do this you will needto contact your legal adviser. A codicil is a legal documentenabling you to alter or add to the original provisions inyour Will.Updating your WillIt is advisable to review your Will every five to ten yearsor if your circumstances change, to ensure that it stillreflects your wishes.All, or part, of the residue of my estatePlease use the space below for any further specific detailsyou would like to add.For many people, one of the most effective ways of supportinga charity is by leaving a legacy. Sometimes individuals may nothave the resources available to make gifts during their lifetime;this means the legacy can be their greatest gift to supportSt Raphael’s future.Please remove this form along the dotted line and return it inan envelope to Legacies, St Raphael’s Hospice, TOBIT Office,London Road, North Cheam Sutton SM3 9DXSt Raphael’s Hospice thanks youfor your generosityThere are three types of legacy:•••Residuary Legacy: a gift of the remainder of your estate afterall other bequests and any debts have been paidPecuniary Legacy: a gift of a fixed sum of moneySpecific Legacy: a gift of a specific item, e.g. a property orjewellery .2020St Raphael’s Hospice welcomes your support. Find out how you can help us, tel: 020 8335 4576 www.straphaels.org.ukFind out how you can help St Raphael’s. Text STR to 67766 - ring 020 8335 4576 or visit www.straphaels.org.uk 21