The different types of gift you could leave

We are incredibly grateful for any gift left to Mencap but naturally we understand the needs of your family and friends come first, however if you do decide to include a gift to Mencap in your Will it can make a real and lasting difference.

There are four main ways you can include a gift to Mencap in your Will and help our vital work supporting people with a learning disability. It’s easy to arrange with the help of a solicitor and needn’t cost a lot of money, and all gifts to charity are tax-free.

Here we explain the four ways as well as the information you need to include in your Will to make sure we receive the gift.

A share of your estate

Once you’ve provided for your loved ones, you can leave a share of whatever remains to Mencap. It can be any percentage you like, it’s up to you. And because this gift is a proportion of your estate, it keeps pace with inflation.

Example

I give to Royal Mencap Society of 123 Golden Lane, London EC1Y 0RT Charity Registration Number: 222377 __% [proportion of residue in words] for its general purposes and I direct that the receipt of the Treasurer or other duly authorised officer shall be a sufficient discharge to my Executors.

Fixed sum of money

Also known as a pecuniary gift, this is a gift of a specific amount of money. If you do decide to leave this type of gift, it’s worth reviewing from time to time as inflation can reduce its value.

Example 

I give to Royal Mencap Society of 123 Golden Lane, London EC1Y 0RT Charity Registration Number: 222377 the sum of £______ [amount in words] for its general purposes and I direct that the receipt of the Treasurer or other duly authorised officer shall be a sufficient discharge to my Executors.

Gift of a specific item

You can also choose to leave a particular item to Mencap, such as a piece of jewellery, an antique or even a property. A gift like this should be named in your Will.

Example

I give to Royal Mencap Society of 123 Golden Lane, London EC1Y 0RT Charity Registration Number: 222377 [description of item(s)] absolutely for its general purposes and I direct that the receipt of the Treasurer or other duly authorised officer shall be a sufficient discharge to my Executors.

Inheritance Tax

When writing your Will, you may be concerned about Inheritance Tax.

Inheritance Tax is calculated on how much your estate is worth upon your death. Including a gift to charity may be a good way to reduce the amount of Inheritance Tax your estate may be subject to. This is because as Mencap is a registered Charity, any gift you leave to us will be exempt from Inheritance Tax.

For more information on how much Inheritance Tax you will pay on your own estate, it is best to talk it through with your Solicitor who will be able to advise you.

Discretionary Trust

This gift provides financial support for a loved one with a learning disability after your death. In the sad event of their passing, all or part of the remaining estate can be left to Mencap or other causes that are close to your heart. 

Download a Will Planner

Download our Will Planner, which is a useful document to help you plan for writing your will.

Complete this webform to get your downloadable copy of the Will Planner.

Get your free Will Planner now

Complete our quick and easy webform to receive a free, downloadable copy of our Will Planner.

This is a useful guide which can help you with planning your Will.

Go
 

Return to the Gifts in Wills homepage

Go

Do you have questions?

We know that leaving a gift in your Will is something you’ll want to think about very carefully.

If you have any questions or need any help, please don’t hesitate to call Natalie Joyce, Gifts in Wills Manager, in confidence on 0207 696 6915 or email: natalie.joyce@mencap.org.uk.

You might also like

Gifts in Wills

Lord Brian Rix (1924 - 2016) helped change the future for people with a learning disability. With a gift in your Will to Mencap you can too.
Read more

How your gift helps

Find out more about Mencap’s vital work to improve the lives of people with a learning disability and their families.
Read more

Natalie and John’s story

Natalie and John tell us about their son Oisin and how Mencap helped them, thanks to the people who left gifts in their Wills.
Read more