How to Leave a Gift in your Will

 

How to leave a gift in your Will

Leaving a gift in your Will is a meaningful way to support the causes you care about most, while still providing for family and loved ones.

A charitable gift in your Will, often called a legacy gift, helps Jewish charities and community organisations plan for the future and continue their vital work for generations to come. Many people are surprised by how straightforward the process can be.

Jewish Legacy Giving is here to provide clear information and gentle guidance, whenever you need it.

 

 

How leaving a gift in your Will works

Leaving a gift in your Will usually involves just a few simple steps:

1. Reflect on what matters to you

Think about the charities, values or causes that have been important in your life.

2. Speak to a solicitor or professional adviser

In many cases, a small update to an existing Will — known as a codicil — is all that’s required.

3. Let the charity know (if you wish)

Telling the charity you’ve chosen allows them to thank you and plan responsibly, though there is no obligation to share details.

 

 

Types of gifts you can leave in a Will

There are several ways to leave a legacy gift:

Residuary gift – a percentage or share of your estate once other gifts have been made

Pecuniary gift – a fixed sum of money

Specific gift – an item such as property, shares or personal possessions

Many people choose a residuary gift, as it adjusts over time and keeps pace with inflation.

 

 

If you already have a Will

If you already have a Will, you do not usually need to rewrite it completely.

A solicitor can add a simple codicil to include a charitable gift.

 

 

Why people choose to leave gifts in Wills

People leave gifts in Wills for many reasons, including:

  • Supporting Jewish life, education and community for future generations
  • Giving back to organisations that have supported them or their family
  • Making a lasting impact without affecting their finances during their lifetime

Even a small gift can make a significant difference.

 

We’re here to help

If you’d like to talk things through, ask a question, or understand your options, we’re very happy to help.

For a friendly, no-obligation conversation:

 Call Gina on 020 3375 6248

Email gina@jewishlegacygiving.org.uk