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 Lake District 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. To discuss setting us an In Memoriam donation page please contact us on 017687 72255 or fundraising@calvertlakes.org.uk

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.

We have outlined some helpful information below, or you can click HERE for our full Legacy Leaflet.

You Can Make a Difference

As a charity, we are reliant on the generosity of those who believe in our aims. We welcome support which enables those with the most complex and profound disabilities to experience the joy and life-enhancing benefits of the ‘Calvert Experience’.

By leaving a Legacy to Calvert, you will ensure that many thousands of people with disabilities will continue to benefit from the Calvert Experience and the impact of your generosity will endure for many years to come.

You will also in turn support people from our local, Lake District community, who help bring this together.

The Original Calvert Legacy

In 1794, William Wordsworth was given his first home, in Keswick, by childhood friend Raisley Calvert. When Raisley died, he left Wordsworth a legacy in his Will that allowed him to devote himself entirely to poetry.

The 'Calvert Experience'

The 'Calvert Experience' provides something of much longer-term value than just a few days in the outdoors. “Calvert plays a huge part in keeping me feeling alive and totally included in our world” Natalie Parr

Oliver's Story

Oliver suffered a catastrophic brain injury when he was two days old.. His mum, Sarah, says Calvert shows him "nothing is impossible…Oliver absolutely loves it there. It's probably the only place we do everything together”

Why Others Choose Us

“What I like about the Lake District Calvert Trust is the new opportunities they create for disabled people. By leaving this gift, it’s a way for me to continue doing good after I am gone” Sir James Cropper, Cumbria

How To Leave A Gift In Your Will

There are three main types of gift you can include in your Will:

  • Residuary gift: a share of whatever is left after all debts have been paid and other gifts made,

  • Pecuniary gift: a fixed sum of money, or

  • Specific gift: a particular item, for example your house.

You may make an addition to an existing Will via a Codicil form which is stored with your Will

We recommend you speak with a solicitor or professional Will writer. Suggested wording for your will can be found here, in our Legacy Leaflet, which you can find here.

 

Examples of Gifts

Providing our fully accessible activities to guests requires continual investment and your gift will make a big difference:

  • £500 will purchase 2 specialist harnesses for climbing and abseiling activities

  • £1,000 will provide a profiling bed for a disabled visitor

  • £10,000 will support the ongoing care and welfare of our horses

  • £25,000 will allow us to renew an adapted sailing dinghy

Come And See How We’ll Put Your Gift To Work

If you feel comfortable to let us know you have included us in your Will, or are considering it, we would be delighted to welcome you to join our ‘Calvert Family’

  • We will invite you join us at our annual friends and supporters’ events

  • We will keep you updated on our work through regular newsletters and updates

  • If you would like your gift to remain anonymous then we will support that too.

  • You can follow us on social media too

Seeking Professional Advice

This is general information and is not intended to provide specific advice about legal or tax implications of charitable giving. Before making a legacy gift to the Lake District Calvert Trust we recommend that you seek professional legal advice.

 

Contact Us

If it would like to talk with us about a Gift in a Will then please call on 01768 772255 during office hours or email legacies@calvertlakes.org.uk

Alternatively, you can write to us at: Lake District Calvert Trust Legacies, Little Crosthwaite, Keswick. CA12 4QD