MARMALADE TRUST

Legacy giving.

Leaving a gift in your Will is a great way of supporting the Marmalade Trust. Your gift would help us continue our important work in raising awareness of loneliness and supporting the loneliest people in our region to make friends. 

There are three different types of gifts you can make in your Will:

 

  1. Pecuniary Gift -  a pecuniary gift is a fixed sum of money i.e £1,000.00

  2. Specific Gift - specific gift is a gift of a specific valuable asset such as jewellery, shares, property or antiques.

  3. Residuary Gift – a share of your residuary estate. Your residuary estate is your estate after the payment of liabilities, specific gifts, pecuniary legacies and testamentary expenses. This could be expressed as a percentage or a fraction of your estate, i.e 1/3 of your estate or 10% of your estate.

 

Gifts made to charity are exempt from inheritance tax.

 

When writing your Will we would recommend you speak to a Solicitor to ensure your wishes are met.

 

If you decide to leave a gift to the Marmalade Trust in your Will then you will need our name, address and registered charity number:

 

The Marmalade Trust

Registered Address:

Burton Sweet

The Clock Tower

Old Weston Road

Flax Bourton

Bristol

BS48 1UR

Registered Charity Number: 1174217

 

Suggested wording to leave a gift to the Marmalade Trust in your Will

 

  • To leave a pecuniary gift: I give to The Marmalade Trust of Burton Sweet The Clock Tower Old Weston Road Flax Bourton Bristol BS48 1UR whose registered charity number is 1174217 the sum of [amount in figures and words]

 

  • To leave a specific gift: I give to The Marmalade Trust of Burton Sweet The Clock Tower Old Weston Road Flax Bourton Bristol BS48 1UR whose registered charity number is 1174217 my [name of specific item]

 

  • To leave a share of your Residuary Estate: The Residuary estate will need to be defined in your Will. As to a [percentage or fraction] share to The Marmalade Trust of Burton Sweet The Clock Tower Old Weston Road Flax Bourton Bristol BS48 1UR whose registered charity number is 1174217

 

If you are leaving a gift to charity you should always include the following in your Will:

I declare that receipt of the Treasurer or other proper officer for the time being of any charitable body benefitting under my Will shall be a sufficient discharge to my trustees.