SarcoidosisUK - Legacy Giving

LEGACY GIVING

You can find more information on leaving a legacy to SarcoidosisUK in your Will below.

Why leave a Legacy to SarcoidosisUK?

For SarcoidosisUK:

  • Legacy gifts are transformative for small charities such as SarcoidosisUK. Membership donations keep the charity alive but legacies mean huge progress, especially with research.

  • SarcoidosisUK’s research investment is matched by the British Lung Foundation (BLF). In 2015 the BLF doubled our research spending from £60k to £120k.

For those with sarcoidosis:

  • Information: SarcoidosisUK produces and distributes information about sarcoidosis for patients, carers, employers, and medical professionals.

  • Support: SarcoidosisUK leads a network of support services; support groups, a nurse helpline and a counselling line.

hands
  • Research: SarcoidosisUK commissions one major annual research project into finding a cure. We aim to do this each year until we succeed.

For You:

  • Reduce the inheritance tax paid on your estate.

  • Peace of mind that you are contributing to a cause close to your heart, long into the future.

  • The chance to make a significant contribution to SarcoidosisUK and have a say in how it’s spent (conditional gift).

Will Advice

Why make a will

  • Make sure you have peace of mind that your wishes are followed.

  • Make it easier on friends and family.

  • Help to minimise inheritance tax.

  • Protect the rights of your partner if you are not married or in a civil partnership.

  • Give your assets to the people and causes you love most.

How to make a will

We recommend you use a solicitor or professional will writer. Wills are so important that most people prefer a solicitor involved to ensure their will is legal and valid.

How to change a will

You need a codicil to change an existing will.

A codicil is a short, simple, legal document which can be appended to a will.  This simply amends an existing will to add a fixed sum (effectively a donation) to be given to a non-profit organisation, such as SarcoidosisUK. There is a draft codicil you can use on the SarcoidosisUK website.

Glossary

You may need to understand and use these words when writing or changing your will to include a legacy gift to SarcoidosisUK:

  • Codicil: A separate document altering or adding to your existing will.

  • Conditional gift: A gift which is subject to a fulfilment of a particular condition (e.g. only spent on research).

  • Executors: The person or people you choose to make sure the wishes in your will are properly carried out.

  • Legacy/Bequest: The gift you leave in your will.

  • Pecuniary gift: A fixed sum of money left as a gift in a will.

  • Residuary gift: A gift of the residue of the estate, usually expressed as a percentage. This is the most common type of legacy gift.

  • Specific legacy: The gift of a particular item rather than money (e.g. jewellery).

  • Testator: A person who makes a will.

FAQs

  • I’m not wealthy, can I still make a difference? Yes. This is especially true with a small charity such as SarcoidosisUK. Every donation, however small, makes a difference and enables us to provide information, support and research for a growing number of people with sarcoidosis.

  • What happens if I change my mind after leaving a gift? You should think very carefully about a gift before you write one into your will. However, if you change your mind you can amend and rewrite your will whenever and however you choose.

  • Where can I find out more information about the tax benefits associated with Legacy giving? Use the online HMRC calculator (see back page) to calculate how a gift would affect the tax you pay on your estate. Consult your solicitor for further advice and information.

  • How can I find a solicitor? Family and friends may be able to recommend a good solicitor. Alternately, if you live in the UK you can find a local solicitor via The Law Society (see back page).

  • How can I include SarcoidosisUK in my will if I live outside of the UK? Please get in touch with SarcoidosisUK more information.

Links

  • HMRC Calculator: use this to calculate how leaving a legacy in your will would effect the tax you pay on your estate. www.

  • The Law Society: use this to find a local solicitor to help you write or make changes to your will.

  • Draft codicil: use this form as a template if you wish to change your will to include a legacy gift to SarcoidosisUK.