RESCARE
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The Society for Children
and Adults with Learning Disabilities and their Families

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Helpline during Covid:
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Here to help with questions relating to learning disability and its impact on family carers

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Legacy / Bequest

How gifts in Wills help Rescare do its work

Thanks to gifts in Wills, Rescare has undertaken many campaigns to promote choice for families of learning disabled people and their learning disabled children or siblings. Rescare also uses gifts in Wills to maintain a very experienced and empathetic helpline service.

Thank you for considering leaving Rescare a gift in your Will. Legacy gifts are vital to Rescare and the families we support. We know that writing or updating your Will is very personal, and you will want to provide for those you care about first.

But once you have done that, a gift to Rescare of any shape or size will make an enormous difference to the lives of learning disabled people and their families in the future. Every penny counts and everything that we receive will be greatly appreciated.

What types of gift can you leave?

The most common types of gifts left in Wills are:

A residuary gift: The residue (or a proportion of the residue) of an estate after all other gifts, debts and expenses have been paid. Even a small percentage of your estate can make a difference.
A pecuniary gift: A fixed sum of money. You can link your legacy to the Retail Price Index which prevents your gift from decreasing in value over time.
A reversionary gift: A two-stage gift where assets are first held in a trust to provide benefit to an individual during their lifetime. This could be a property for them to live in or income generated by investments. Once that individual’s need for the property or trust ends, the assets then pass to a second beneficiary, such as a charity.
A specific gift: An identifiable asset such as a property, an investment or a piece of jewellery.
If you have any questions about the kind of gift you’d like to leave in your Will, please contact us on 0161 474 7323 (07904 403 721 during Covid) or speak to your solicitor.

How do I include Rescare in my Will?

We recommend you use a solicitor or a professional Will writer to draft your Will. If you are considering leaving money to a learning disabled child or sibling it is particularly important to get advice about trusts. Having your Will written by a solicitor or professional Will writer can help ensure that your wishes are followed and reduce the likelihood of your wishes being challenged after you pass away. You can inform your solicitor or professional Will writer that you would like to leave a gift to Rescare and they will help you to include it in your bequests.

The full legal description that should always be used to describe the charity in a Will is: Rescare – The Society for Children and Adults with Learning Disabilities and their Families of 19 Buxton Road, Stockport, SK2 6LS (Registered Charity No. 1112766).

Making a simple change to your Will

You can easily update your Will using a document called a codicil which helps you make a simple amendment to your current Will.

Making a significant change to your Will

If you would like to make larger changes to your Will, we recommend consulting your solicitor or professional Will writer.

Letter of Wishes

You may wish to include your wishes on how a gift to your loved one with learning disabilities should be used. Consider this as a “letter from the heart” to the trustees, explaining what activities your family member enjoys. This could be kept with the Will and updated every 1-2 years, or whenever the situation changes.

Example of codicil wording

Example: Codicil to the Last Will and Testament of [your full name] on [date]. I [your name], of [your address – including the city and county in which you live], being of sound mind, declare that this Codicil to the Last Will and Testament of [your name] is effective on [today’s date] and shall hereby amend my Last Will and Testament dated [insert date of Will] as follows:” We’ve provided legal wording for you below, but you may wish to check with your solicitor or professional Will writer to ensure your wishes will be met.

Wording for your Will

To leave a gift to Rescare in your Will, you can use the wording below.

Wording if you’re leaving Rescare a percentage of your estate (also called a residuary gift):
I give ………. per cent (……%) of the residue of my real and personal estate to Rescare – The Society for Children and Adults with Learning Disabilities and their Families of 19 Buxton Road, Stockport, SK2 6LS (Registered Charity No. 1112766), and the receipt of a duly authorised officer of Rescare – The Society for Children and Adults with Learning Disabilities and their Families shall be sufficient discharge for my Executors.

Wording if you’re leaving Rescare a fixed sum of money (also called a pecuniary gift):
I give ………. pounds (£……) to Rescare – The Society for Children and Adults with Learning Disabilities and their Families of 19 Buxton Road, Stockport, SK2 6LS (Registered Charity No. 1112766), and the receipt of a duly authorised officer of Rescare – The Society for Children and Adults with Learning Disabilities and their Families shall be sufficient discharge for my Executors.

Wording if you’re leaving Rescare a particular asset (also called a specific gift):
I give my ………. (include a description of the asset here) to Rescare – The Society for Children and Adults with Learning Disabilities and their Families of 19 Buxton Road, Stockport, SK2 6LS (Registered Charity No. 1112766), and the receipt of a duly authorised officer of Rescare – The Society for Children and Adults with Learning Disabilities and their Families shall be sufficient discharge for my Executors.

More information

To find out more about leaving a gift in your Will, or to learn more about Rescare’s work and how we’ll honour your memory or the memory of a loved one, contact us by phone (on 0161 474 7323 (07904 403 721 during Covid) or by email (office@rescare.org.uk)

RESCARE

The Society for Children and Adults
with Learning Disabilities and their Families

 

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Registered Office:
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Stockport
SK2 6LS

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Rescare - Registered Charity no. 1112766