Charitable gifts by Will—a guide to drafting

Published by a LexisNexis Private Client expert
Practice notes

Charitable gifts by Will—a guide to drafting

Published by a LexisNexis Private Client expert

Practice notes
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Gifts to Specified Charities

When drawing up a will which includes one or more gifts to individual charities, extra care and thought is needed. The last thing the testator would wish for, if making a gift to a charity, is for the amount involved to be dissipated in legal costs because, for example, an error in description and/or amount was made.

identification

Of course it is important to identify the charity in question:

  1. as there are many existing charities with similar names or purposes

  2. so check and refer to the name and charity number (if registered with the charity commission) with the charity’s own literature or website, or the Charity Commission’s database—many major charities publish model clauses which may prove helpful

  3. and check and refer to the current address and also (if not a national or international charity) the geographical area where the charity operates

The Law Society Gazette issues a Charity and Appeals Directory each year which is also a valuable source of information on the better known charities.

Special purpose

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Jurisdiction(s):
United Kingdom
Key definition:
Charity definition
What does Charity mean?

A charity is an institution which is established for charitable purposes only and falls to be subject to the control of the High Court in the exercise of its jurisdiction with respect to charities (Charities Act 2011, s 1)

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