Leave a lasting legacy

Leave a gift in your will

Much of the work done by the Pernicious Anaemia Society is by volunteers or through carefully considered investment of our resources into activities and organisational support to meet our objectives. The PAS was fortunate to receive a gift through a legacy in 2019. This made a significant contribution to our ability to press forward with effective lobbying and research, not least with the James Lind Alliance and NICE. We are truly grateful to person who thought about us at the time they made their Will. We know that this is a delicate subject, but many individuals have reported that being able to support causes that are important to them has provided comfort during the estate planning process as well as to their loved ones when the times comes to execute the Will.

There is so much more the Pernicous Anaemia Society would like to achieve, especially in the areas of support for our members and raising awareness generally. As we approach Remember a Charity Week in September, along with many other charities, we will be using social media to raise with our members and friends of our organisation, the possibility of leaving a gift or legacy in a Will.

Leaving a gift

Gifts left to charity in Wills are free from inheritance tax so can, in some circumstances, reduce the amount of inheritance tax that might otherwise be payable on your estate. With their marketing budgets larger charities are able to run full fundraising campaigns in this area but considering a small charity, especially one that has a special meaning to you or your family, could make a huge difference to the work we are able to do in the future.

Types of gift

Residuary gift This is when a person leaves a percentage of their estate to a beneficiary after all other gifts have been made and debts cleared. Dividing what’s left over into percentages means you’re less likely to need to update your will in the future. The percentage remains unchanged if the value of your estate rises or falls over time.

Cash gift This is also known as a pecuniary gift. It is usually a fixed sum of money, but it can also be a fixed percentage of your estate value.

Specific gift This is a gift of a particular item, for example a house, a piece of furniture or a piece of jewellery. It’s important that the gift is described precisely in your will so that your executors can understand exactly what you intend.

Making a difference

Choosing to leave a legacy in your Will to the Pernicious Anaemia Society will make a significant difference to our work and will help provide quality life enhancing support to current and future members as well as contributing to valuable research into the diagnosis and treatment of Pernicious Anaemia.

Leaving a gift to charity in your Will is a highly personal and private decision and must be done with proper advice and documentation. It is important before making or changing your will to speak to a solicitor. Your solicitor will be able to advise which method would be best for you. You can of course also change your mind if you change your Will in the future, but you and your loved ones can rest assured that the Pernicious Anaemia Society will be truly grateful for any contribution.

If you are considering making or updating your will and you are able to think about leaving a gift to the Perncious Anaemia Society, we will make sure that, at the appropriate time, the funds are allocated to the valuable work our Society provides to support members and the wider community of sufferers whether or not they have an official diagnosis of Pernicious Anaemia.

If you would like to leave a gift in your will you will need the following details
The Pernicious Anaemia Society
Registered Charity: No. 1147839
Registered Address: Level 4 Brackla House, Bridgend CF31 1BZ

Even if you are not considering making or changing your will now, there are other ways you can donate and support us.

Legacy Frequently Asked Questions

How do I include a gift in a Will?

You should consult a legal professional about making or changing your Will. This will ensure the document is legally binding, and your wishes are carried out exactly as you want.
First, you need to decide what type of gift you would like to leave, residuary or pecuniary:
Cash sum – Pecuniary Legacy
Please inform your Solicitor or Will writing professional of the sum you wish to leave to the The Pernicious Anaemia Society, Registered Charity: No. 1147839, Registered Address: Level 4 Brackla House, Bridgend CF31 1BZ
You can also leave a specific item in your Will such as jewellery,, furniture or a painting although personal items would generally be appreciated by family and friends.
Residuary Gift
Your residuary estate is what remains after debts and other expenses, such as funeral costs and tax, have been paid, and after any pecuniary and specific legacies have been paid. You can leave the whole or a specific share of the residuary estate to a charity.
All you need to do is inform your Solicitor or Will writing professional that you wish to leave a percentage of your estate to the The Pernicious Anaemia Society, Registered Charity: No. 1147839, Registered Address: Level 4 Brackla House, Bridgend CF31 1BZ

You may set out terms and conditions as to how the legacy is used by PAS or leave the charity to decide how the funds are used (a general legacy) From the Society’s point of view a general legacy rather than a specific one is more likely to be useful. A conditional legacy may not be received by us because the terms are not specifically related to work we are carrying out at the time and your legacy may then never reach us.

How will you use my gift?
If you choose to leave a gift to the PAS we can assure you we will use any legacy to benefit our members, any one suffering from pernicious anaemia and the ongoing objectives of the PAS. You can specify how you want it to be spent, or allow us to decide where we feel the greatest need is. Some people choose to leave the money to research, or to our helpline, but many donors are happy for us to decide.

You should advise your solicitor if you want your gift to go to a specific area of our work

If you want more information on our work, you can keep up to date with our activities via our Newsletter, Website and Social Media.

What are the tax implications of leaving a gift to charity in my Will?
In the UK, inheritance tax is paid on an estate over a specific threshold (set by the Government) when someone dies. If your estate is worth less than the threshold, or you are leaving the entire estate to your spouse or civil partner, there is no inheritance tax to pay.

However, if you are leaving gifts to other relatives or friends, and your estate is over the threshold, tax may be payable on the amount over the threshold. Gifts to charity are exempt from inheritance tax, and are deducted from the estate before inheritance tax is calculated, so leaving a gift to charity could reduce the amount of tax paid on your estate. Inheritance tax is reduced if you leave more than 10% of your estate to charity.

For more information www.gov.uk/inheritance-tax, or ask your Solicitor.

Do you provide a free Will service?
The Pernicous Anaemia Society does not provide a Will writing service. Leaving a gift in a Will is a personal decision and we strongly recommend that you consult a professional.
I’m an executor of a Will that has a legacy for the Pernicious Anaemia Society, what should I do?
Please contact us at Pernicious Anaemia Society, Registered Charity: No. 1147839, Registered Address: Level 4 Brackla House, Bridgend CF31 1BZ +44 (0)1656769717

We can provide you with all the details you or your Solicitors require to make the transfer of funds and ensure you receive an appropriate receipt and of course our thanks and, should you wish, we can keep you informed of our plans for using the legacy once they have been agreed by our Trustees and Management Committee.

I’m not ready to make a Will yet, how else can I help?
Even if you are not considering making or changing your will now, there are other ways you can donate and support us. Take a look at our website at the Fundraising and Volunteering sections or contact the Society directly if you have an idea to share!

Make a Donation
Fundraise for the PAS
Donater your time and volunteer

If you have any other questions, please contact us on +44 (0)1656769717 and we will be delighted to help. The decision to leave a gift in your Will is entirely yours and we will never pressure you into a decision.

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