Legacy gifts are a vital source of income for our Charity. The generous donations received from our supporters enable us to plan for the future and ensure we are around in the future to continue to help our patients and make a real difference to the Royal United Hospitals.

 

Leaving a gift in your Will

Making a Will helps you plan your finances and ensures that your assets are distributed according to your wishes.

Leaving us a gift in your Will is very straightforward. One of your first steps will be to decide the type of gift you’d like to leave – residuary or pecuniary.

  • A residuary legacy is when you ensure your loved ones are catered for first and then whatever is left (the residue) goes to charity.
  • A pecuniary legacy is a fixed amount of money, for example £5,000.
×Read about the latest changes to inheritance tax

Updating your Will

If you have previously made a Will, you may want to ask your solicitor to add a codicil to include a legacy to the hospital. If you wish to do this, your Will or codicil should contain the following or very similar wording, but your solicitor would be able to advise you.

“ I give to The Forever Friends Appeal (RUH Charitable fund), Royal United Hospital, Combe Park, Bath, BA1 3NG. Registered charity number 1058323, the sum of £______ for the Royal United Hospital for its general purposes and I direct that the receipt of the Treasurer or duly authorised officer shall be a valid and appropriate form of discharge to my executors.”

or

“ I give all (or a % share of*) the residue of my estate to The Forever Friends Appeal (RUH Charitable fund), Royal United Hospital, Combe Park, Bath, BA1 3NG. Registered charity number 1058323, for the Royal United Hospital for its general purposes and I direct that the receipt of the Treasurer or duly authorised officer shall be a valid and appropriate form of discharge to my executors.”

If you would like to use the legacy for a particular purpose, then you can add:

‘And I express the wish (but without imposing any trust to this effect) that the aforesaid gift shall if possible be used for the purposes of …….’

It is usually more helpful to us not to have particular wishes or restrictions attached to bequests made to the charity, but if you do include such a request, we will endeavour to follow your instructions as far as we possibly can.

Advising us of a gift you plan to leave to the hospital

It is helpful to the charity to be informed of any bequests left to the charity and any information passed will be treated with the up-most discretion and not details will not be passed to any other organisation.

Complete our online legacy pledge form here to advise us of your intention to leave a gift to the hospital, or if you have already chosen to do so. If you would prefer to be sent our free guide then complete the form below.

 

Further information

Download our legacy leaflet with all the information you require regarding leaving a gift in your Will to the Royal United Hospital.

If you would like any further information, or you wish to talk to someone about leaving a legacy, please contact Jan Witt, Legacy Officer on 01225 825819 or email Alternatively, please complete the enquiry form below.

Any information provided will treated with in the strictest confidence.

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 Please tick this box if you DO NOT want to receive further information from The Forever Friends Appeal.

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