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Create a plan so your generosity makes a difference for future generations

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Let your legacy live on

Continue supporting the causes you care about or pass on the joy of giving to a successor

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Simplify your administration

Easily manage all your charitable distributions and your successors with a single, flexible Expression of Wishes, which you can amend at any time, free of charge

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Maximise your tax-efficiency

Your legacy to Stewardship is exempt from Inheritance Tax, boosting its impact. If you leave at least 10% to charity, your other beneficiaries can benefit from a reduced rate of Inheritance Tax

Your peace of mind in succession planning

 

We’re dedicated to ensuring you feel confident in your succession planning and estate arrangements.

We can involve your wider family in the process and provide additional support to those who wish to coach and inspire emerging generations to embark on their own journeys of generosity.

 

Guide to leaving a legacy  Expression of Wishes form

 
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Simple steps to create your legacy

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Creating your legacy with Stewardship is easy. 

If you include a gift to Stewardship in your will, you can specify your charitable preferences or appoint a successor using our Expression of Wishes form, which can be updated anytime, free of charge, without needing a solicitor. 

For more in-depth information, read our briefing paper on legacy giving. Our Legal Team have also provided helpful material on making tax-efficient legacy gifts.

 

Guide to leaving a legacy  Read the blog

Championing legacy giving with Remember A Charity

 

Legacies provide nearly £4 billion annually to UK charities.

As a proud Charity Champion for Remember A Charity, we collaborate with charities and the legal sector to highlight and celebrate the impact of charitable gifts in wills.

Every September, Remember A Charity Week brings together charities, legal partners, government, and others to celebrate and promote legacy giving.

Charity Champion for Remember A Charity logo

Legacy giving with a deed of variation

 
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Receiving an inheritance allows you to honour a loved one or support your favourite cause. 

Use a deed of variation to redirect part or all of your inheritance to your Giving Account, Donor Advised Fund or Philanthropy Fund within two years. This redirection will be exempt from Inheritance Tax and may qualify the rest of your inheritance for a reduced rate of tax.

We recommend having your deed of variation prepared by a solicitor. We’re happy to review the draft to ensure Stewardship's details are correctly included.

 

Contact us about a deed of variation  Read the blog

Frequently Asked Questions


A.

Stewardship can accept a proportion, fixed amount or residue of your estate as a legacy gift. To do this, you will need to speak to your solicitor to add a gift to Stewardship in your will. You can then complete an Expression of Wishes including your requests for how this gift should be distributed.

If there are ever any queries about your Expression of Wishes, we may consult your executors.
 


A.

If you already have an account with Stewardship, please complete an Expression of Wishes form. If you are new to Stewardship, please contact our team and we will guide you through the process of setting up the right account for you.

Download our Guide to leaving a legacy to follow the three simple steps to setting up your legacy giving.


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Getting the wording right 
It is essential that the Expression of Wishes is not referred to in your will or, if it is, that it refers to a future document that you may provide to us. This provides you with the legal flexibility to make changes to your wishes at any time.

Amending your will 
If you enter into a codicil (a legal instrument that supplements or amends your existing will) after you have sent us an Expression of Wishes, please seek further advice from your legal adviser to ensure that no unintended consequences arise.

Our fees 
Please refer to our fees. 
 


A.

If you intend to support an Individual Partner (in full-time Christian ministry), please be aware of the following: 

  • We may not be able to carry out your request if it involves a single donation to an Individual Partner which is deemed too large. This is because such a donation may be regarded as a non-charitable application of Stewardship's charitable funds. We may, however, be able to make grants to the Individual Partner over an extended period of time. For further guidance on this matter, please contact us before completing your Expression of Wishes.
  • Please be aware that if the status of your nominated Individual Partner has changed - for example, they are no longer in full-time Christian work - they may not be eligible to receive support from Stewardship.

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Yes, you can name an alternative successor on the Expression of Wishes form.


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No, this must be specified on your Expression of Wishes form.


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The legacy gift received, or the account balance left, will be distributed at Stewardship’s discretion. Before deciding how to use our discretion, we will usually look at the pattern of giving from your account in the period of three years prior to your death.


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Yes, for example, you can ask that a proportion be allocated to successors’ giving accounts for family members and a proportion be distributed to specified churches or charities.


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Yes, please indicate which option is to be actioned on the second death. For example, you might nominate your spouse as successor in the first instance then any account balance and your legacy gift to be distributed between specified charities on the death of the surviving spouse.


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You can entrust funds to Stewardship’s Trustees, which can be allocated to our work in the following specific areas (1) mercy and justice, (2) evangelism and discipleship, or (3) generosity, or (4) Stewardship’s choice, for distribution at Stewardship’s complete discretion to help further our charitable cause.


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No, your Expression of Wishes is not legally binding.


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We will contact the Partner with our application form to re-register them.


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We will usually distribute their share between the remaining Partners you have nominated in your Expression of Wishes.


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A deed of variation is a document by which a beneficiary under a will redirects some or all of their inheritance, for example to a charity.  If the variation is made within two years of the death, it can be treated as if the deceased had written the variation into their will, so the Inheritance Tax reliefs for charitable giving in wills can apply. More information can be found in our briefing paper: Leaving a legacy: Making charitable gifts in your will.