Donations & Legacies
The Reason for Donating or leaving a Legacy
The degree of success in delivering the Aims and Objectives of The Trust is dependant upon the level of support received. Our volunteer helpers along with all of the trustees give their time without payment or benefit in kind. Borough and County provide practical assistance as they are able. For working capital, we rely wholly on charitable contribution.
As well as the virtues of enjoying, understanding, valuing and caring for the historic environment, The Trust believes that the physical, social, cultural and aesthetic advantages of garden city design have a great deal to offer urban planning and society today and increasingly in the years ahead. Your investment will be working to promote, realise and sustain these aspects of human fulfilment and environmental quality in the future. There is a great deal that we can achieve and the work will be ongoing.
If you consider The Trust’s objectives worthy and feel that you would like to make a personal Donation towards the cause or consider leaving a Legacy, please read on.
Making a Donation
Please make your cheque payable to The Welwyn Garden Heritage Trust and send it to us at the address below, or it can be deposited at HSBC in Howardsgate.
For income tax or capital gains tax payers please download and complete the Gift Aid form at www.hmrc.gov.uk/charities/appendix_b1.pdf and include this with your cheque. This will allow The Trust to claim up to an additional 28p from Inland Revenue for every £1 that you have donated.
Notes
- Bear in mind also that charitable donations of any amount are completely exempt from future inheritance tax liability.
- Charitable gifts of land, buildings, shares and securities could on occasion offer you other tax advantages in certain circumstances. Your accountant or solicitor would be able to advise in this respect.
Leaving a Legacy
In general there are two main types of legacy to consider. A Pecuniary Legacy, being a specified sum of money that you wish to gift, or a Residuary Legacy, being the remaining part of your estate that you wish to gift once all other gifts have been distributed and all liabilities discharged. Legacies can be written into your Will when it is drafted or added subsequently by way of a codicil.
Suggested Wording for a Pecuniary Legacy
I give to The Welwyn Garden Heritage Trust, HRJ Gate House, Fretherne Road, Welwyn Garden City, Hertfordshire AL8 6RD, Registered Charity No. 1117081, the sum of …………………..pounds, £…………., free of Inheritance Tax for its general charitable purposes and I direct that the receipt of the Secretary for the time being or other duly authorised officer shall be a sufficient discharge to my executors.
Suggested Wording for a Residuary Legacy
I give the residue of my estate both real and personal to The Welwyn Garden Heritage Trust, HRJ Gate House, Fretherne Road, Welwyn Garden City, Hertfordshire AL8 6RD, Registered Charity No. 1117081, absolutely for its general charitable purposes and I direct that the receipt of the Secretary for the time being or other duly authorised officer shall be a sufficient discharge to my executors.
Notes
- If these directions do not fully respect your wishes then your solicitor may be able to suggest modification whilst retaining the form of notation relative to The Trust ).
- Charitable legacies of any amount are completely exempt from inheritance tax. Depending on the value of the legacy a potential overall liability of the estate can be reduced or entirely eliminated.
Do please inform us when you have made provision to leave a legacy to The Trust. It will help us plan for the future.
The Trust is grateful to have the opportunity to consider specific gifts of records or artefacts of relevance for including in the collection of material to made available for public viewing at the Heritage Centre. We would ask that you contact us before gifting it, to be certain that we would be properly able to use it and care for it. At such time we can advise on how best to achieve the transfer.
The postal address for sending donations or enquiries is ;
The Secretary
The Welwyn Garden Heritage Trust
60 Bridge Road
Welwyn Garden City
Hertfordshire
AL8 6UR.
Enquiries can also be directed to
NB Gifting to The Trust by way of legacy, donation, or specific gift will be suitably acknowledged by The Trust for public record unless you advise us otherwise.