Many families chose to make an in memory gift to celebrate a loved one’s life. Choosing to support a charity that was close to their heart is a touching and special way to remember your loved ones. Holding a collection at a funeral or memorial service is an alternative meaningful way to pay tribute.
You can let others know this by including a specific request in their funeral notice.
“We kindly request donations in lieu of flowers to Stewarts Foundation. Donations can be made online at www.stewartscare.ie ”
For more information and support with In Memory Giving please contact: firstname.lastname@example.org
Thank you for choosing to find out more about leaving a gift to Stewarts Foundation in your will. It’s a testament to your kindness and compassion that you are thinking of vulnerable people right now.
Making a will is one of the most important things that we can do for our families to know that they are taken care of when we are no longer around. It is important to have a will in place to ensure your wishes are carried out correctly. It is also an opportunity for you to help secure the future of work that matters to you.
When writing your will, and once all loved ones are looked after, we ask you to consider a legacy gift to Stewarts Foundation that will help enhance the lives of children and adults with intellectual disabilities and autism for generations to come. This kind gesture, no matter how big or small, will make a valuable difference to children and adults with intellectual disabilities and autism long into the future. It is also tax free.
LEGACY GIFT GUIDE
How Do I make a Will?
You can make a will at any stage of your life. You don’t have to wait until you become sick or get older.
Having a valid will in place can be a great comfort. We advise contacting a solicitor who can offer professional advice based on your individual circumstances and answer any questions you may have. You can contact the Law Society of Ireland for a list of solicitors in your area. Click here to contact the Law Society of Ireland for a list of solicitors in your area
- Make a list of all your assets and their approximate value, i.e. property, car, savings, insurance policies, etc.
- Make a list of all your liabilities, i.e. mortgage, other loans, overdraft, credit cards, etc.
- Consider who you would like to look after your financial affairs (your executors) and agree this with the appointed person(s).
- Consider how you would like to have your assets divided, bearing in mind your obligations to people who are close to you.
- Visit your solicitor to discuss your plans and to allow him / her to prepare your will.
S/he should advise you in terms of the tax implications of leaving legacies to family members, friends or charities. Everything you leave to family or friends above the tax threshold incurs an inheritance tax of 33%. The good news is that if you leave a legacy to a charity, your gift will be tax-free.
- If you would like to include a gift to Stewarts Foundation, your solicitor will write this into your will.
- To make a will you must be 18 years of age or over and be of sound mind.
- You can change a will or withdraw it at any time before you die, as long as you are still of sound mind.
- If you already have a will you can update this with a legacy gift. Editing your will is called making a codicil, essentially an extension of your original wishes.
- You should review your will as your personal or family circumstances change.
Types of Legacy Giving
There are three ways in which you can leave a gift to a charity in your will:
- A residuary bequest: This means the remainder or part of the remainder of your estate is bequeathed to your charity of choice once all of your family and loved ones have been taken care of.
- A pecuniary bequest: This is a specific sum of money you would like to donate your chosen charity from your estate. You can ask for this donation amount to be index-linked to ensure its value remains the same over time.
- A specific gift of property e.g. jewellery, household items, a building or shares.
Your solicitor will be able to give you advice on which option best suits your wishes and personal circumstances.
Information You will Need
If you decide to give a legacy gift to Stewarts Foundation, your solicitor will require the following information:
Mill Lane, Palmerstown, Dublin 20, D20 XT80
Charity Registration Number : 20001643
Revenue Commissioners CHY Number: CHY 999
The following wording may be helpful when you visit your legal advisor:
*I GIVE the sum of €xx (sum in words) to [name of charity] [charity registration number] of [registered address of the charity] for the general purposes of the said charity and I direct that a receipt by the treasurer or other proper officer of the said charity shall be sufficient discharge for my executors in the payment of this legacy. If, at the date of my death, the said charity has ceased to exist or has amalgamated or become incorporated with another charity or has changed its name, then this legacy shall not fail, but my executors shall pay the legacy to such charity as they consider most nearly fulfils the objects of that which I intended to benefit.
We want you to be 100% assured that any gift that you leave will be put to the best possible use as quickly and as efficiently as possible. Our legacy charter highlights our promises to you.
- We recognise that your Will is personal and private to you, and we promise you that we will respect your privacy at all times.
- We fully understand that the wellbeing of your family and your loved ones must always come first.
- Stewarts Foundation is committed to making a positive difference in the lives of people with intellectual disabilities and autism in Ireland, we actively encourage you to please remember Stewarts Foundation in your Will. However, we understand that you may have other charities that you may wish to include in your Will in preference to, or in addition to, us. We recognise that this is entirely your decision, and we fully respect your right to decide as you wish.
- If you specify in your Will how and where you would like your gift to be used by Stewarts Foundation, we will always work to honour your wishes.
- We will use your gift as carefully and as cost effectively as possible so that it brings the maximum amount of benefits to the people we support.
For more information regarding legacy giving please contact:
Fundraising and Development Manager