LEAVE A GIFT IN YOUR WILL

Gifts in Wills (also known as legacies) do not need to be complicated and they can be of whatever size you feel comfortable with; we are grateful for each and every legacy we receive, whatever its value. You can also be assured that we will use your gift appropriately, respectfully  and in full support of the children and adults with disabilities, life-limiting illnesses or life-changing conditions, who benefit from our work. 

We are committed to helping people who may struggle to experience the outdoors and take part in adventure-led pursuits, to feel empowered and have the ability to be involved. Your legacy, as a lasting testament to your life, can enable us to plan for the future and enable our services to remain available for children and adults in the future.

There are various ways you can leave a gift to Adventure Therapy in your Will. If you have not written your Will, a legacy can be included from the outset or if you already have a Will in place, you can amend it with a Codicil. However, if it is easier, you could rewrite it altogether as part of an overall review. Your solicitor or Estate Planner will let you know about the most appropriate option for your personal circumstances.

Pecuniary Legacy

This is a set amount of money left in your Will. It can be of whatever size and can be linked to the Retail Price Index (RPI) so its value is maintained over time. Pecuniary legacies are distributed early on in the Estate administration and take precedent over residuary gifts.

Example wording

I leave to Adventure Therapy of 5 Seaview Estate, Ilfracombe, Devon EX34 9PP (registered charity number 1173646) the sum of £_____ [words and figures] for its general charitable purposes and I direct that the receipt of the Treasurer or other duly authorised officer shall be full and sufficient discharge to my Executors.

Residuary Legacy

After pecuniary legacies have been distributed, debts to your Estate have been paid and the administration costs of the Estate have been settled, the residue of the Estate is distributed. You can leave all of the residue of your Estate to charity or a percentage of it.

Example wording

I leave to Adventure Therapy of 5 Seaview Estate, Ilfracombe, Devon EX34 9PP (registered charity number 1173646) the residue [or a _____% share of] my Estate for its general charitable purposes and I direct that the receipt of the Treasurer or other duly authorised officer shall be full and sufficient discharge to my Executors.

Specific Gift

This would be of a particular item such as a painting, jewellery or a property. Please consider that if you mention a specific property address when you write your Will rather than any property that you own at the time of death, the gift would fail if you had subsequently sold the property listed in your Will. This highlights why it is important to keep your Will up to date and receive the correct advice.

Example wording

I leave to Adventure Therapy of 5 Seaview Estate, Ilfracombe, Devon EX34 9PP (registered charity number 1173646) my [name of item] for its general charitable purposes and I direct that the receipt of the Treasurer or other duly authorised officer shall be full and sufficient discharge to my Executors.

Conditional Gift

This gift would be dependent on external factors taking place, such as your outliving other beneficiaries of your Estate or providing a lifetime interest of your property to another person, so that the legacy only becomes payable on their death.

About restrictions

For any charity, it is always preferable to receive a gift for its general charitable purposes as this means the charity can use it where it is needed the most, at the time. However, it is possible to restrict a gift for a particular item or project.

In addition to a moral duty to recognise and respect the wishes of our supporters, Adventure Therapy has a legal obligation to ensure the terms of your Will are met in this regard. It is important to note, however, that for any charity, if you restrict your gift for a project that does not exist, an item which can not be secured or for an activity which the charity is unable to support, the gift would fail in its entirety and the charity would not benefit in the way you had intended.

If you do wish to leave a restricted gift to Adventure Therapy, we would be grateful if you could contact us to discuss your pledge, to ensure we would be in a position to fulfill your wishes in the future.

Things to consider

A Will is a very important part of your financial planning. Many people shy away at the prospect, thinking they are too young to consider such serious issues, or in doing so, they will tempt fate. However, having a valid Will in place gives peace of mind that your Estate will pass to those most important to you, such as family, friends - and your favourite charities.

If you die without making a valid Will, known as Intestate, your Estate may not pass to the people or causes that you would have liked or expected. And, if you have no family, it will pass to the Crown.

We consider it very important that you benefit from the correct legal advice by a qualified professional. It's why we've teamed up with McClure Solicitors to offer a free Will-writing service for our supporters. There is no cost for writing your Will under the Adventure Therapy free Will-writing service and whilst we are always extremely grateful for any donation you may feel able to provide, there is no obligation to do so. Further information about the scheme can be found here.