How to leave a gift in your will
Deciding to leave money to charity in your will allows you to support worthwhile causes even after you’re gone. It can also be an effective way to reduce the tax burden of your legacy.
I need to make a will. How do I get started?
Making a will might seem daunting, and it could be something you've been putting off. However, it's the best way to make sure your wishes are carried out after you die and can bring family or loved ones a lot of comfort at a difficult time.
If you need to make a will, we can guide you through the process.
What kind of gift can I leave to Age UK in my will?
Before you meet with your solicitor or write your will, you should consider the type of gift you'd like to leave. There are 3 main types of gift you can leave in your will:
- A residuary gift is a percentage of your estate once any specified gifts have been made to friends and family. Many of our supporters choose to leave this type of gift because its value will be dependent on the value of your estate at any given time rather than a set amount. This provides supporters with more flexibility when deciding how to ensure that their loved ones are well looked after first and foremost.
- A pecuniary gift is a specific amount of money. It’s worth bearing in mind that the effects of inflation mean that this type of gift is likely to lose value over time and may end up being less than you initially intend.
- A specific gift is a gift of a specified item – such as a personal possession, land, buildings or stocks and shares.
Is there any suggested wording I should use to add a gift to Age UK to my will?
This suggested legal wording will assist your solicitor in drawing up or amending your will to include your gift to help our vital work.
Wording for a residuary gift
I give the residue of my estate to Age UK, 7th Floor, One America Square, 17 Crosswall, London, EC3N 2LB (Registered Charity Number 1128267)* for its general charitable purposes. I further direct that the receipt of the Chief Executive or other proper officer of the said charity for the time being shall be a full and sufficient discharge for the said gift.
For national gifts to benefit Wales directly
Change address and charity number to Age Cymru, Ground Floor, Mariners House, Trident Court, East Moors Road, Cardiff, CF24 5TD (Registered Charity Number 1128436)
For national gifts to benefit Scotland directly
Change address and charity number to Age Scotland, Causewayside House, 160 Causewayside, Edinburgh EH9 1PR (Registered Charity Number SC-010100)
For national gifts to benefit Northern Ireland directly
Change address and charity number to Age NI, 3 Lower Crescent, Belfast BT7 1NR (Registered Charity Number XT14600)
For gifts to local Age Concerns/Age UKs directly
Change address and charity number to Age Concern/Age UK _____, followed by full address of that Age Concern/Age UK and their Registered Charity Number
For gifts to Age International
Change address and charity number to Age International, 7th Floor, One America Square, London, EC3N 2LB. (Registered Charity Number 1128267-8)
Wording for a gift of money or an item
I give the sum of £_____ (or the item specified) to Age UK, 7th Floor, One America Square, 17 Crosswall, London, EC3N 2LB (Registered Charity Number 1128267)* for its general charitable purposes. I further direct that the receipt of the Chief Executive or other proper officer of the said charity for the time being shall be a full and sufficient discharge for the said gift.
For national gifts to benefit Wales directly
Change address and charity number to Age Cymru, Ground Floor, Mariners House, Trident Court, East Moors Road, Cardiff, CF24 5TD (Registered Charity Number 1128436)
For national gifts to benefit Scotland directly
Change address and charity number to Age Scotland, Causewayside House, 160 Causewayside, Edinburgh EH9 1PR (Registered Charity Number SC-010100)
For national gifts to benefit Northern Ireland directly
Change address and charity number to Age NI, 3 Lower Crescent, Belfast BT7 1NR (Registered Charity Number XT14600)
For gifts to local Age Concerns/Age UKs directly
Change address and charity number to Age Concern/Age UK _____, followed by full address of that Age Concern/Age UK and their Registered Charity Number
For gifts to Age International
Change address and charity number to Age International, 7th Floor, One America Square, London, EC3N 2LB (Registered Charity Number 1128267-8)
Is it difficult to change my will to leave a gift to Age UK?
Not at all. In fact, if there are no other changes you want to make, you might decide to add a supplement to your will to make an amendment (known as a codicil).
Why should I leave a gift in will to Age UK?
Gifts left to Age UK are absolutely vital to our work. They enable us to run our essential services for older people - including our advice line and Telephone Friendship Services. They help us to expand our work and look for new ways to tackle the issues facing people as they get older, such as poverty, loneliness and isolation.
Much of what we do would not be possible without gifts in wills from our generous supporters – like the legacy of kindness left to Age UK by the late Bob and Joyce Dumper. Read about Bob and Joyce's story here.
Find out more about the difference your gift could make here.
Let us know you've left us a gift
Please let us know if you've included a gift in your will, so we can share our thanks for your wonderfully kind gesture. We understand your will is a private matter, so anything you share with us will be kept confidential. Call our legacy team on 020 3033 1421 or email legacies@ageuk.org.uk.