Wills and charitable legacies

What will your legacy look like?

A charitable legacy is when you leave money to a charity in your will. Anyone can choose to do this, and you can decide to leave a fixed amount, or whatever money is left once the other gifts in your Will have been given out.

Many charities rely on legacies for a significant proportion of their income, so they make a huge difference. Leaving a gift to charity in your Will can not only give you profound satisfaction in knowing that your support will live on into the future, but can also make the burden of inheritance tax on your estate lighter.

However you choose to remember charity through your Will, and whatever size your legacy may be, you can be sure it really will be appreciated. With our help, arranging your CAF Charitable Legacy is a simple and flexible process.

To create a CAF Charitable Legacy:

1. Name CAF in your Will; we give you the exact wording to make this step easy
2. Identify the charities you would like to support
3. List the charities in your CAF Charitable Legacy Service Letter of Wishes and then send it in to us

For more information please download the following:

Please note: if you are leaving a legacy to CAF and are also a CAF Charity Account customer, please either

  1. Fill in section 3 of the CAF Charitable Legacy Service Letter of Wishes; or
  2. Complete a CAF Charity Account Letter of Wishes in addition to the CAF Charitable Legacy Service Letter of Wishes

If you would prefer to receive these forms by post, or if you would like to discuss leaving a CAF Charitable Legacy, please complete our enquiry form or call us on 03000 123 504.

To find a Will writer, please visit:

 

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CAF Charitable Trust

Start planning your long-term philanthropic giving today with a CAF Charitable Trust.

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Be inspired

Find out how one CAF Legacy left by Robert and Pamela Mace helped to support three charities and transformed many lives around the world.

Read our case study