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How To Leave A Gift In Your Will

Peace of mind and a lasting legacy.

Family comes first and having a Will in place provides invaluable peace of mind for you and your family. Beyond this, by leaving a gift to the Army Benevolent Fund in their Wills, many of our supporters feel an enormous sense of pride in knowing they will also be leaving a lasting legacy to help safeguard the future of those who have served their country.

There are also tax benefits in leaving a gift in your Will to the Army Benevolent Fund. This cannot only ease the financial burden on your family, but also maximise the impact of your gift.

It’s easy to include the Army Benevolent Fund in your Will.

It is essential to consult a qualified solicitor* or professional Will-writer when planning a new Will or updating an existing one. We can offer free Will services for anyone over the age of 18 who want to write or update a simple Will. Our free Will-writing services will guide you through your options and help you decide how you wish to remember our brave soldiers. Alternatively, you can speak to your own solicitor. Your solicitor will need our registered address and charity number which are:

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*For advice contact the Law Society of England and Wales, or the Law Society of Scotland.

 

 

A great place to start is by making a list of your assets, what you owe and who you want to benefit.  You may find it useful to use our will planner.

DOWNLOAD YOUR FREE WILL GUIDE HERE

We have produced a Will Guide which contains more information and resources. To download it please click below.

CLICK HERE

Types of Gift & Clauses

Please find below some sample clauses and types of gift to help you when including the Army Benevolent Fund in your Will. A solicitor will be able to advise further on different ways to leave charitable gifts.

Residuary Legacy

A gift of the percentage of the value of your estate once all other payments have been made.  This is particularly effective when remembering a charity, as it is expressed a percentage and retains its value over time.

Example:

I give to the Army Benevolent Fund of Mountbarrow House, 12 Elizabeth Street, London SW1W 9RB with registered charity no. England & Wales (1146420) and Scotland (SC039189) _% [proportion of residue in words] for its general purposes.  I declare that the receipt of the duly authorised officer of Army Benevolent Fund shall be a full and sufficient discharge to my Executors/Trustees.

Pecuniary Legacy

A gift of a set amount, this takes priority over the residue when the estate is administered.

Example:

I give to the Army Benevolent Fund of Mountbarrow House, 12 Elizabeth Street, London SW1W 9RB with registered charity no. England & Wales (1146420) and Scotland (SC039189) the sum of £_ for its general purposes.  I declare that the receipt of the duly authorised officer of Army Benevolent Fund shall be a full and sufficient discharge to my Executors/Trustees.

Specific Legacy

A specific gift- this could be an item that would be sold such as a piece of art, or jewellery.

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