Your Will is one of the most important documents you will create

Here are some simple steps to consider when you contact your solicitor

There are two main ways that you can leave a gift in your Will to Shared Interest Foundation:

  1. A share of your estate (residuary legacy)
  2. A specific sum (pecuniary legacy)

It can a be very simple process to arrange to leave a gift, but we always recommend that you speak to your solicitor. Below is some wording you can use when doing this.

1. Leaving a share of your estate

I give ….% share of the residue of my estate to Shared Interest Foundation, 2, Cathedral Square, Groat Market, Newcastle upon Tyne NE1 1EH Registered charity no: 1102375 to be used for its general charitable purposes and I declare that the receipt of their Treasurer or other proper officer shall be a full and sufficient discharge.

2. A specific sum

I give free of tax to Shared Interest Foundation, 2, Cathedral Square, Groat Market, Newcastle upon Tyne NE1 1EH Registered charity no: 1102375 the sum of £………. [words and figures] to be used for its general charitable purposes, and I declare that the receipt of their Treasurer or other proper officer shall be a full and sufficient discharge.

If you already have a Will 

Amending an existing will to leave a gift to Shared Interest Foundation is usually a very simple process. This can often be done using a stand-alone codicil, so that no changes are required to the original document. We recommend that you should speak to a solicitor for advice, to ensure that you find the right solution for your circumstances.