What is a legacy gift?

A legacy gift is a specific item or donation left in a Will. It’s also commonly known as ‘gifts in Wills’. Legacy gifts are one of the most significant contributions you can make to a cause you care about.

What can you give?

  • A percentage gift – you may wish to give a percentage of your estate to Norfolk Record Society.
  • A residual gift – you can give the remainder of your estate after you have provided for loved ones.
  • A pecuniary gift – you can also leave a specific sum of money.
  • A gift of a named asset – for example property that we can sell on your behalf.
  • A gift of shares – these can be sold immediately, or added to our endowment to support our work for years to come.

How can you leave Norfolk Record Society a gift in your will?

If you have not yet written your Will, we recommend you speak to a solicitor who can ensure your estate is handled in accordance with your wishes.  Your solicitor can also advise you on how leaving a charitable legacy can lower the Inheritance Tax payable on your estate.  The Law Society website can assist in finding a solicitor if necessary – www.lawsociety.org.uk.

If you already have a Will you can add a Codicil without rewriting the whole Will.  This is a short statement that will be read at the same time as your Will.  It needs to be witnessed and kept together with your Will.

You are not required to inform us if you decide to leave a legacy gift to Norfolk Record Society.  However, if you are happy to hear from us, we would be delighted to thank you and keep you updated on our work.

You may be interested in Will Aid which takes place every November when you can have your will written by a solicitor for free and in return you are invited to make a voluntary donation to Will Aid who support several charities each year – www.willaid.org.uk

Our Registered Name, Address and Charity Number:

Registered Name: Norfolk Record Society

Registered Charity Number: 249331

Address: For our current registered contact address please visit the Charity Commission Website

If you are considering including Norfolk Record Society in your Will and would like to speak to someone about it, please contact our Honorary Treasurer.