Bequests and Legacies
Many people find that leaving a bequest is a good way to make a significant and lasting contribution to a cause important to them. It may cost nothing in their lifetimes, yet provides much satisfaction and peace of mind and by leaving a bequest, you may be able to lower the inheritance tax bill on your estate. You should speak with your lawyer about the potential inheritance tax advantages of leaving a charitable bequest in your will.
How to leave a gift in your will
In order to arrange to make a gift in this way, you may need to either draw up a new will or add a codicil to your present will. In any situation of making or amending your will, you are advised to seek professional legal assistance.
Should you wish to remember the AHF in your will, its proper name is: The Architectural Heritage Fund. Our address is: 3 Spital Yard, Spital Square, London E1 6AQ, UK. As the AHF is a registered charity, it may receive gifts free of tax. Bequests may be made to the AHF free of UK Inheritance Tax and Capital Gains Tax. Within the UK, we are a Registered Charity No. 266780.
An unrestricted gift can be especially valuable to the AHF, as it will allow us to support the greatest needs and highest priorities of the time. In order to leave an unrestricted gift, we would suggest the AHF is named as a beneficiary, with the following wording, ‘with the request that it be used for the general purposes of the Fund’. It may also be possible to direct your gift towards a particular purpose or aim. Please contact us to discuss your aim, should you be considering a gift focussed in a particular area.
If you have already decided to include a gift to the AHF in your will, we would be most grateful to be notified, so that not only can we thank you but also we can plan for the eventual receipt of the gift and its use.
For further information on leaving a gift to the Fund in your will, or discussion of your plans in preparation for doing so, please contact:
Kelcey.wilson firstname.lastname@example.org; 020 7925 0199.
Leaving a bequest to the AHF can still allow you to enjoy a connection with our charity during your life. If you are considering a gift to the AHF in your will, you may wish to consider joining the following groups, and letting us know of your giving intention:
- Life Patrons, bequests of £10,000 or greater, enjoy the recognition and engagement opportunities of Patrons for life; and
- Life Benefactors, bequests of £50,000 or greater, enjoy the recognition and engagement opportunities of Benefactors for life.
Our Life Patrons and Life Benefactors are also recognised in our Annual Review.