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LEGACY GIVING

You can find more information about why and how to leave a legacy to SarcoidosisUK on this page. 

Why leave a Legacy to SarcoidosisUK?

Every Gift makes a difference…

Legacy gifts are transformative for small charities such as SarcoidosisUK. While membership donations keep the charity alive, legacies mean huge progress.

Your gift could unlock a future medical breakthrough. This will give you peace of mind that you are contributing to a cause close to your heart, long into the future.

What a gift in your Will could achieve…

Around 1 in 10,000 people suffer from sarcoidosis in the UK. Scared and confused, many people are unaware of their condition. We as a charity have resolved to help these people by:

Why Make a Will…

  • Give your assets to the people and causes you love most.
  • Make it easier on friends and family.
  • Help to minimise inheritance tax paid on your estate.
  • Protect the rights of your partner if you are not married or in a civil partnership.
  • The chance to make a significant contribution to SarcoidosisUK and have a say in how it’s spent (conditional gift).

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

Providing Support – SarcoidosisUK leads a network of support services; support groups, a nurse helpline and online forum.

Funding Research – SarcoidosisUK commissions one major annual research project into finding a cure. With the help of the British Lung Foundation, who match our research investment, we aim to do this each year until we succeed. In 2017 alone, our partnership funded £120,000 of sarcoidosis research

How to Do I Leave a Legacy?

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. 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

  • Beneficiary: A generic term for any person who benefits under a Will
  • 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).
  • Estate: Everything you own at the time of your death
  • 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.
  • 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.

How should I start planning my Will?

When you first start planning your Will it can be a good idea to write down all your assets, liabilities and estate. You can then decide what you would like to leave and to whom. It may also be important to include any wishes you may have that you would like your loved ones to follow.

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 below).

What type of gifts can I leave?
1. Residuary gift (Percentage share)

This is the most common type of legacy gift. It is a gift of the residue of the estate and is expressed as a percentage of what is left over once loved ones are provided for. It can be any percentage you like. As this gift is a proportion of your estate it keeps pace with inflation.

Wording to use to leave a residuary gift:

I leave my / X share(s) of my residuary estate for the SarcoidosisUK 49 Greek Street, London W1D 4EG, registered charity numbers 1063986 (England and Wales), absolutely for its general charitable purposes and I declare that the receipt of the treasurer or other proper officer for the time being shall be a sufficient discharge to my executors.

 

2. Pecuniary gift (Fixed sum)

A fixed sum of money left as a gift in a Will. You can choose any amount you like but it is worth remembering inflation can reduce its value. It is important to review it from time to time.

Wording to use to leave a pecuniary gift:

I give free of inheritance tax £X to SarcoidosisUK 49 Greek Street, London W1D 4EG, registered charity numbers 1063986 (England and Wales) for its general charitable purposes and I declare that the receipt of the treasurer or other proper officer for the time being shall be a sufficient discharge to my executors.

 

3. Gift of a specific item

You can also choose to leave a particular item to SarcoidosisUK, such as a piece of jewellery, an antique or even a property. A gift like this should be named in your Will.

Wording to use to leave a specific item gift:

I give to SarcoidosisUK 49 Greek Street, London W1D 4EG, registered charity numbers 1063986 (England and Wales) [description of item(s)] absolutely for its general purposes and I direct that the receipt of the Treasurer or other duly authorised officer shall be a sufficient discharge to my Executors

How should I review my Will?

It is worth reviewing your Will now and again to ensure that the decision are up to date. This is especially true at important life stages, for example when grandchildren are born, as you may then wish to include them to benefit from your Will.

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.

How can I include SarcoidosisUK in my Will if I live outside of the UK?

Please get in touch with SarcoidosisUK more information. Email info@sarcoidosisuk.org or call 020 3389 7221

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.

If I want to leave a gift to SarcoidosisUK what information is essential?

In order to include a gift to SarcoidosisUK your Will must state the charity’s:

  • Full name (SarcoidosisUK)
  • Full address (49 Greek Street, London, W1D 4EG)
  • Registered charity number (1063986)

 

Links

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

Related content from SarcoidosisUK:

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