Yes, to help you and your solicitor draft the wording for your legacy gift we have put together a will wording guide below for leaving a gift to the °®¶¹´«Ã½.
Your solicitor is best placed to write a new will or make amendments to your existing will. We therefore recommend passing this information to your solicitor when drafting the wording for leaving a gift to the °®¶¹´«Ã½ in your will.
The following information covers the main types of legacy gifts that are most commonly bequeathed to the °®¶¹´«Ã½. If you or your solicitor require further specific information, please contact our legacy officer using the contact details below.
°®¶¹´«Ã½ will wording guide
Information for your solicitor to include a gift to the °®¶¹´«Ã½ in your will or codicil
Please include the university’s full name and address: °®¶¹´«Ã½, a Higher Education Corporation whose principal offices are at Mithras House, Lewes Road, Brighton BN2 4AT.
a) Please also be sure to include a declaration that the receipt of the university secretary or other appropriate officer shall be sufficient to discharge the executors of your estate.
b) The °®¶¹´«Ã½ has charitable status for all UK tax purposes, including inheritance tax, and is an exempt charity under ; consequently it does not have a Registered Charity Number but has an HMRC number (HMRC number XR7098).
a) Indicate the specific amount of your cash gift.
b) Include the amount you would like to give in figures and in words.
c) To ensure your gift of a fixed sum will not devalue over time, please request that your solicitor relates it to the index figure in the Retail Price Index or to another official index.
a) Indicate the specific percentage (%) of the residue of your estate (after testamentary expenses and debts) which you intend as a gift to the °®¶¹´«Ã½.
a) Provide a detailed description of the asset intended as a gift to the °®¶¹´«Ã½ (e.g. details of shares or a property).
b) Indicate that if the asset bequeathed as a gift is sold during your lifetime, this gift shall take effect as a gift of the net proceeds of the sale.
If you have in mind a postponed reversionary gift, your solicitor will advise you on the information you need to include to ensure that the university will receive your gift after any lifetime benefits given to others.
a) Indicate that your gift is intended for the general purposes of the °®¶¹´«Ã½ with full power to expend capital as well as income. Also, specify that you are happy for the °®¶¹´«Ã½ to decide how to apply the funds.
b) Indicate any preferred purpose as discussed with the university’s legacy officer.
You will need to include the same information in a codicil as in a will (as described above). A codicil is a simple document that is an addition or supplement to an existing will. If your will is already written and you want to add a gift to the university, you can do so by adding a simple codicil. This is a good way to add another gift in your existing will without redrafting the whole will.
You can use . However, please seek the advice of your solicitor before entering into a codicil and ensure any will or codicil you enter into is properly executed.
If you or your solicitor need specific information for writing a gift in your will to the °®¶¹´«Ã½, please contact our legacy officer:
Philanthropy and Alumni Engagement Office
°®¶¹´«Ã½
Mithras House
Lewes Road
Brighton
BN2 4AT
Email: giving@brighton.ac.uk