Gifts In Wills

How to leave a gift in my will

Making a simple will is usually a quick and easy process. Including a gift to a charity such as the Orpheus Centre is also straight forward. If you wish to change a will you have already made you can do this too – there is no need to make a brand new will. All you will need to do is create an document called a codicil which acts as an amendment to your existing will.

Types of gifts 

There are three main ways of leaving a gift.

A share of your estate

Whether it’s 1% or 100% a share of your estate is a good way to leave a gift. It means that once any cash or specific gifts have been paid, the charity would receive a percentage of your remaining estate.

An amount of money

A fixed amount of money of your choosing. Any amount big or small would make such a difference, there is no minimum or maximum amount, it really is up to you.

An item of value

You could choose to leave a specific item to Orpheus such as jewellery, a painting or musical instrument. We would then arrange for the item to either be used or valued and then sold to raise funds. 

What wording should by used? 

By including our charity name and number, you are ensuring that your gift will find its way to us in the way you intend.

I give a…..percent share of the residue of my estate to the Orpheus Centre (Registered Charity number 1105213), North Park Lane, Godstone, Surrey, RH9 8ND.

I give to the Orpheus Centre (Registered Charity number 1105213), North Park Lane, Godstone, Surrey, RH9 8ND the sum of [amount in figures and words].

Using a Solicitor

A correctly written will is important and will give you peace of mind, knowing that your wishes are known and correctly recorded. You can find details of solicitors local to you by contacting the Law Society.

Alternatively, we also offer a free will writing service in partnership with Farewill. (See further down this page)
You may find it helpful to refer to our FAQ’s, at the bottom of this page. to help you when planning your will.

Every gift, in every will, makes a difference to the vital work of Orpheus. So when the time is right for you to make your will, please remember Orpheus.

Remember, there can be more than one family in your Will; future families needing the support of the Orpheus Centre.

Why leave a gift in your will?

Leave the opportunity of independence in your will

It’s only through the generosity of our supporters that we are able to give Orpheus students the skills to live confident, independent lives. One of the ways you can help us to be there for future young people with a disability, is by leaving a gift to Orpheus in your will. Every gift, in every will, makes a difference to the vital work of Orpheus. You don’t have to be wealthy to leave a gift in your will and it is often a simple process.
 


The opportunities for students at Orpheus are simply life changing. Be a part of our legacy by leaving a gift in your will.

To hear more about how a gift in your will can make a difference, watch our film above.

Family and friends first

We understand that your loved ones are likely to come first and we would encourage you to discuss your will with those close to you. But once they’ve been provided for, just a small gift to the Orpheus Centre could go a long way to help future students gain a life of independence through music and the performing arts.

Our Promise to you

  • You don’t have to tell us your decision – we respect your right to privacy.
(Although if you would like to tell us about your gift, then we’d love to have the opportunity to say thank you).
  • We understand that your family and loved ones are likely to come first.
  • We won’t put you under any pressure – it’s a decision for you to make when the time is right for you.
  • If you remember Orpheus in your will we will put your gift to good use, giving young adults with learning disabilities the opportunity to transform their lives through music and performing arts.
  • We are here to answer any questions you have, and we’ll keep you up-to-date with our work in a way that suits you – just let us know.
  • Any gift you leave will be handled sensitively and respectfully in line with codes of conduct relating to legacies.
  • We will show your loved ones compassion, integrity and honesty in our legacy administration.
  • We will not pass your details on to anyone else without your permission.

If you choose to leave a gift to Orpheus in your will then you can be sure that your generous gift will be in safe hands.

You may also wish to read our FAQ’s, at the bottom of this page to learn more about making a will and leaving a gift to charity.

Free will service

Peace of mind, free of charge

Conversations about what happens after we pass away can be difficult but they are really important. Having the right arrangements in place allows you to distribute what you own for the benefit of friends or family.

The Orpheus Centre has partnered with Farewill so you can write your will for free. Just click on this link, follow the steps and use the code “independence” to claim your simple will. Should you have any issues, please contact: stuartmcnaughton@orpheus.org.uk.

From time to time we may have the ability to offer our supporters a free or reduced rate will. If you are interested in this, please contact us to find out more. Stuart McNaughton, Legacy and Individual Giving Officer stuartmcnaughton@orpheus.org.uk 

Complex wills

Sometimes a simple will isn’t enough to meet the complex needs of your family. Writing a complex will can be very expensive but through Farewill you can upgrade to a complex will for £200.

What is the difference between a simple will and a complex will?

Simple wills are useful when you leave everything to your spouse/partner, followed by your children. A complex will could allow you to be more specific about how you want your money to be distributed. One advantage of this is that you could arrange for your money to be managed by your choice of individual/s on behalf of those you wish to benefit. This is called a Discretionary Trust. See further information below:

“Writing my will helped me to think about the things in my life that are really important to me, like music.  It helped me think about
gifts to my family, but also continuing support for my favourite charity. It makes me happy to think about the lives it will change for
the better” – Moira 

Discretionary trusts

A discretionary trust is a legal arrangement which allows you to distribute what you own for the benefit of friends or family. When set up as part of a will, it can be a useful way to pass on money and property, especially if you have family members with additional needs. It can also provide peace of mind knowing that loved ones will be looked after once you have gone.

In short it is a way of giving money to someone, while still maintaining some control over that money, so ensuring it is used sensibly in a way that will provide ongoing financial benefit.

Why might this be a good idea for me and my family?

If you are caring for someone with a disability or impairment, who may not be able to take care of themselves or fully understand the value of any money they have been left, you may be concerned about how they will be cared for in the event of your death.

A discretionary trust when included as part of a will, is a way of providing for that person after your death, as the control of the funds is looked after by trustees appointed by you.

Contact Us

Read below or contact Stuart McNaughton, Legacy and Individual Giving Officer for more information:

Phone us on 01883 744664 and leave a message for Stuart or email us at:

Gifts in wills FAQs

“If there is something you treasure which you want to pass on to someone special, the best way of ensuring this happens is by including your wishes in your will.”

Your will is a document personal to you and it is up to you who you share it with. You should never feel that you have to tell us if you have included us in your will. But if you do wish to tell us, the Orpheus Centre will be able to thank you for your generosity and will make sure we communicate with you appropriately.
Yes you can. However, although you can specify how you would like your gift to be used at Orpheus, we would strongly advise that you also include a clause that says that you are happy for your gift to be used where it is needed most, as the courses and facilities that we provide in the future may change or grow. This will ensure that your generous gift will still reach us.

Inheritance tax (IHT) is a tax payable on the value of any assets or property that you leave. There are many rules surrounding IHT and in what circumstances it should be paid. We would advise you to talk to a solicitor about the possible implications of IHT on your estate.

You may be interested to know that gifts to charities are exempt from IHT and can in some cases even lower the rate of IHT on your estate. For example, due to government law changes in 2012, people who leaves at least 10% of their wealth to charity will have any inheritance tax bill reduced from 40% to 36%.

Once you have made a will it is very important that you review it every few years to make sure it reflects your wishes. If you need to make a small change to your existing will, this can be done very easily by making a codicil, rather than writing an entirely new will. Talk to your solicitor about this option.
No; a gift left in a will can be any size. There is no minimum or maximum amount. Any gift, big or small will make a real difference to the work of the Orpheus Centre.
A will is the only way that you can be sure that your personal and financial wishes are carried out after you die. It is a way to provide for any family, friends and charities that are close to your heart. Having a will can also relieve any pressures placed on your family and friends at a difficult time, as they will know what your wishes are in relation to your estate. It is an easy process to undertake and can be reviewed and amended in the future if you wish.

To leave a gift to Orpheus in your will you will need to include our full name and charity number, this way you can be sure that your gift will reach us correctly.

Registered Charity number 1105213
North Park Lane, Godstone, Surrey, RH9 8ND

Please see How to leave a gift in my will for more information and for suggested wording.

An executor is the person you appoint to carry out the terms of your will. It is advisable to appoint more than one person as your executor; they could be people you know or you could appoint a solicitor if you prefer.

The cost of a will depends on the type of will you need. A simple will is likely to cost around £150 – £250 for an individual will and £250 – £350 for a mirror will. (Mirror wills are similar documents created on behalf of a married, civil partnership or unmarried couple. They are virtually identical wills where one member of the couple leaves their estate to other in the event of their death.) However if you need a more complex will, that includes a trust to manage the ongoing provision for family members, then it is likely to cost more.

We would strongly recommend using a solicitor to draw up your will. A correctly written will is important and will give you peace of mind, knowing that your wishes are known and correctly recorded. You can find details of solicitors local to you by contacting the Law Society

Although you can also write a will using an online will company. Just be sure to check the credibility of the site you are using and be sure that an online will is right for you.

Glossary Terms

When making your will, you may come across some of the following words. Here is what they all mean.

  • Pecuniary legacy: a specific amount of money that you wish to leave.
  • Residuary legacy: the remainder of your estate after all other gifts have been made. The major advantage of a residuary legacy is that its value should increase with inflation.
  • Codicil: a document containing changes or additions to an existing will.
  • Estate: a term for everything you own at the time of your death.
  • Executors: those you have appointed to handle your affairs according to your will.
  • Legacy: a gift left in will, sometimes also known as a bequest.
  • Beneficiary: a person or organisation benefiting from a will.
  • Probate: the legal procedure to establish that a will is valid and genuine.
  • Assets: all of your possessions, including property, car, furniture, jewellery, shares, etc.
  • Liabilities: everything you owe, including your mortgage, loans and credit cards, etc.
  • IHT: Inheritance tax (IHT) is a tax payable on the value of any assets or property that you leave. There are many rules surrounding IHT and in what circumstances it should be paid. More information on IHT.

Useful resources to help you

Visit Citizens Advice for advice on creating a will and why it’s important.