Legacies
Explanation of Forms
There are two basic types of legacy form:
- General Purposes - for use if the person wishes to leave either money or a gift for unspecified use
- Specific Purposes - for use if the person wishes to name a particular purpose for the bequest, thus limiting the use to which the charity can put it. This is a less recommended option.
Each of the following types of legacy has forms for both General Purposes and Specific Purposes. Click the link to download the relevant form. Forms are provided in Adobe Acrobat format. Should you have difficulty with these forms, please let us know.
Pecuniary Legacies
These forms are for use for gifts of money, either Pecuniary for General Purposes (help with download) or Pecuniary for Specific Purposes (help with download).
Specific Legacies
These forms are for use when leaving a particular item(s) or property to the charity, either Specific for General Purposes (help with download) or Specific for Specific Purposes (help with download).
Residuary Gift
Use either the Residuary for General Purposes (help with download) or Residuary for Specific Purposes (help with download) form if you wish to leave all that is left in your estate after any debts, funeral and testamentary expenses have been paid.