Leave a gift in your Will

Help to transform the lives of poor communities long in to the future with a gift in your Will

Thank you for your interest in leaving a gift in your Will to Practical Action. To leave a gift, please click on the yellow button and fill in our contact form to let us know, or read on to download useful documents and find out more about the difference it will make.

 

Legacies are vital to our work across the world because they help us plan ahead.  So, if you are thinking of leaving a legacy to Practical Action, please remember to let me know.

If you're already considering leaving a legacy to Practical Action, let me promise you that your gift will make such a difference in the future. Every person who leaves a legacy is recorded for posterity in the Practical Action Book of Remembrance, which we treasure and is placed on public display at our UK office.

Although making a Will may seem like a daunting prospect, once it's done you'll feel reassured that your wishes will be carried out - which is why I'm here to give you any help I can.  The first thing I'd recommend is to consider appointing a solicitor who could act as your professional advisor.

To help you, we've prepared the correct legal wording which you can pass on to your solicitor if you do wish to remember Practical Action in your Will - whether you'd like to leave a residuary legacy (a portion of the remainder of your estate) or leave a specific sum.

If you have any questions about making a Will or leaving a legacy, I'd be more than happy to hear from you - you can contact me by email or by calling 01926 634484.  We have also produced a guide to making or changing your Will, "The future in your hands" - this should help make the whole process easier.

Email us and we will send you a free copy by post, or you can download the guide now.

Best wishes

Mrs Liz Webb

Legacy Officer 


 Legal wording

If you'd like to leave a residuary legacy (a portion of the remainder of your estate), use this wording:

"I give devise bequeath and appoint to Practical Action (registered charity no. 247257) of The Schumacher Centre for Technology and Development, Bourton on Dunsmore, Rugby, Warwickshire, CV23 9QZ ____% of the residue of my estate and I direct that the receipt of the Treasurer for the time being or other authorised officer will be sufficient discharge for my executors."

If you'd like to leave a specific sum to Practical Action, use this wording:

"I give Practical Action (registered charity no. 247257) of The Schumacher Centre for Technology and Development, Bourton on Dunsmore, Rugby, Warwickshire, CV23 9QZ, the sum of £____ and I direct that the receipt of the Treasurer for the time being or other authorised officer will be sufficient discharge for my executors."

Download our useful documents

Inspiring Action (PDF 463k)

A practical guide to making or changing your Will, from Practical Action

Pledge form (PDF, 52k)

You can complete this form, if you wish, to let us know that you have left a legacy to us

 

Worksheet (PDF, 115k)

This useful worksheet allows you to work out assets etc in preparation for a solicitor's appointment

Codicil form (PDF, 80k)

A simple legal document which allows you to make changes to your existing Will, such as adding a gift to Practical Action, without writing an entirely new Will

 

If you have any difficulties downloading these files, or you would like us to send you printed copies, please email us.

FAQs - how to leave a gift in your Will

  • Why make a Will? +

    Making a will provides you, your family and loved ones with certainty and peace of mind, knowing your estate will be distributed in accordance with your wishes. It also avoids disputes regarding entitlement to your assets. Where the will includes a gift to a qualifying charity it can also lead to tax advantages. Individual circumstances are different so please seek independent advice on the nature and extent of tax advantages available to you.
  • Is it expensive to make a Will? +

    A will typically costs around £100 for a single will, or £150 for two mirror wills (where a couple’s wills mirror each other in so far as they make similar provision for the surviving partner after death). *As of October 2016
  • I want to provide for my family first. +

    We wouldn’t want it any other way. We would encourage everyone to write a will to ensure that their loved ones are provided for, we would never seek to take priority over family. It is possible to provide for your family while also leaving a gift to your chosen charity.
  • Do I need to use a solicitor? +

    Wills are a legally binding document. To be a legally binding will it has to comply with existing statutes and common law. A solicitor is trained to advise people and ensure compliance. It is possible to prepare a legally binding will yourself but given the potential pitfalls it is often not advisable to do so. If a will is deemed not legally valid, your assets will be distributed by rules governed by UK law.
  • I already have a Will, can I add anything to it to leave a gift to your charity? +

    Yes. A 'codicil' is a legally binding document which is used to make small changes to an exisiting will. Again it is best to instruct a solicitor to prepare and advise upon its contents and then (most importantly) properly execute the document.
  • How long does all this take? +

    Ordinarily you would usually spend around an hour with a solicitor explaining your wishes and preferences. A draft will will be sent for your approval in the post. Once approved you will be sent a copy of the final document for signature before appropriate witnesses. The process should take no longer than 10-14 days, but can be shorter.
  • Do I need to tell you that I have left you a gift in my Will? +

    No, but it really does help us to plan ahead for the future and gives us an opportunity to thank you for your wonderful gesture.
  • How will you use my Legacy gift? +

    Any gift left to us in a will which is not subject to any restrictions regarding its specific use, will be allocated to our work and will allow us to use your gift wherever the need is greatest.
  • What happens if I change my mind? +

    If you change your mind, the most common means of revoking a will is to simply write and execute a new will that specifically revokes all previous wills. It is also possible to revoke certain sections of the will. In these circumstances it is advised that you seek legal advice on your available options.
  • What types of gift can I leave in my Will and which would the charity benefit most from? +

    There are essentially three different types of gifts in wills: - Pecuniary gifts – these are gifts leaving a particular amount of money. - Residuary gifts – these are gifts leaving a certain proportion of your net estate (after family have been provided for and following the deduction of estate costs, taxes and pecuniary gifts). Many supporters choose to leave a residuary gift as they do not lose value in the time between the writing of the will and the death of the will writer. - Specific gifts – a gift of a certain item of property. At Practical Action we welcome every type of gift. Every gift makes a difference.
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