If you are in a position to remember a charity in your Will please consider The Duddon and Furness Mountain Rescue Team. 

Options:

·         A Residue Gift in your Will (a percentage of your estate)

I give all (or a ……% share) of the residue of my estate to The Duddon and Furness Mountain Rescue Team  - Charity Number 1173246, to the Treasurer – to be used for its general charitable purposes and I declare that the receipt of the Treasurer, or other proper officer, shall be a full and sufficient discharge.’

·         Cash Gift in a Will

‘I give free of tax to The Duddon and Furness Mountain Rescue Team  - Charity Number 1173246, to the Treasurer – the sum of £……… (words and figures) to be used for its general charitable purposes and I declare that the receipt of the Treasurer, or other proper officer, shall be a full and sufficient discharge.’

·         A Reversionary Legacy

Allows you to cater for someone else during their lifetime and only enact the legacy after they have died.  A professional adviser who understands your personal circumstances should be asked to draft such a Reversionary Legacy.

·         Changing your Will by Codicil

‘I …….(name) of ……….(address) declare this to be a (first/second) codicil to my will dated ….

In addition to any legacies given in my said Will I give to The Duddon and Furness Mountain Rescue Team  - Charity Number 1173246, to the Treasurer – the sum of £……… (or …% share of the residue of my estate) to be used for its general charitable purposes and I declare that the receipt of the Treasurer, or other proper officer, shall be a full and sufficient discharge. In all other respects I confirm my said Will and any other codicils thereto.

Signed…..

Witnessed by:  Signature……, Name….., Address……, Occupation……., Date….’

(Two witnesses required for England,Wales and NI, one for Scotland.  Send completed codicil to solicitor holding your Will.)

Inheritance Tax.  All gifts to charities are wholly exempt from inheritance tax.

Gift Aid.  Note that if a donor pays income or capital gains tax a donation during their life will provide additional Gift Aid of 25% to the charity, as well as an additional return to the donor for higher/additional rate tax payer.    Neither are relevant to a legacy.

Contact Address.  For current contact addresses of Treasurer or Fundraising Officer go to website www.dfmrt.org.co.