Donations in Memory of a Loved One

During the difficult time of losing someone special, it may be comforting to remember them and celebrate their life by donating to charity in their memory by requesting that donations be made at their funeral, or in lieu of flowers.

Making an in memoriam donation to the Calvert Trust is a very important contribution and one which can make the world of difference to the people with disabilities that visit our centre.

Leaving a Gift in your Will

Leaving a gift in your will is a great way to leave a lasting legacy of support to the Calvert Trust and we are always touched by the generosity of people who leave something to us. After making provision for those family or friends that you leave behind, you make be in a position to make a donation to charity which will be free of inheritance tax. No matter how large or small your gift is, it will be used to benefit people with disabilities, and to help them achieve their full potential.

How do I make a will?

We strongly advise you to contact a solicitor if you are considering leaving us a gift in your will. A solicitor will be able to advise you on everything you need to consider, advise you about tax relief, trusts and restrictions, ensure your intentions are clear and will handle the whole process for you.

There are different ways you can leave a legacy to the Lake District Calvert Trust:

  • Residuary Gift: This is a gift in which you bequeath to us either the sole or a proportionate share of the net balance of your estate after all taxes, duties and legal fees have been paid and dispensed. Generally a residuary gift will keep its value better than a gift of a fixed sum of money.
  • Pecuniary Gift: This is a gift of a specific sum of money left to the Lake District Calvert Trust.
  • Specific Gift: This could be a property, or anything else you think may be of value to us once you are gone.
  • Reversionary Gift: This will make a provision to a named person in your Will during their lifetime, after which you can ask that the remainder of the bequeathed estate is passed to the Lake District Calvert Trust.

If you would like to leave a gift to the Lake District Calvert Trust, here are some key things to remember.

Include our full name:

Please detail that you are leaving your gift to the ‘Lake District Calvert Trust, Registered Charity Number 270923′. If you are not specific your gift might not reach us.

Keeping your will current:

Should your personal circumstances change, it is important that you review your will provision and change it, if necessary. You can do this via your solicitor by either writing a new will or by adding a codicil to your existing will.

Please let us know:

We realise that making a will is a private affair but if you wish to inform us of your intentions we can thank you, keep you updated on how your intended gift could support the trust in the future, and it also gives us the chance to invite you to the centre to see how your gift will help.

If you require any further information about leaving a gift in your will then please contact us.