Plan for the future with Gaia House in mind
Leaving a gift in your will is a wonderful way to demonstrate the care and love you have for the people and organisations that are dear to your heart.
Putting a gift in your will to Gaia House doesn’t mean neglecting your family and friends. Of course they come first.
Once you’ve looked after family and friends, please consider naming Gaia House as a beneficiary in your will. Your gift, no matter how big or small, will help ensure that Gaia House continues to be a place of refuge and transformation for thousands of people, long into the future. Whatever you can afford, we will use your gift towards something important and tangible.
Please click here to download our Will-making Information Pack which contains practical information on creating and updating your will.
Our Finance Manager, Michelle Foster, is here to answer any questions you may have, and can also send you an information pack by post. Please email email@example.com or call Michelle direct on 01626 323882.
Our promise to you
When you put a gift in your will to Gaia House:
- We will answer any questions honestly and quickly.
- We won’t put you under pressure – this is a big decision so please decide in your own time.
- Your loved ones come first – we respect that and won’t try to change it.
- We will use your special gift wisely and effectively.
- You don’t have to tell us your decision – we respect your right to privacy.
- If you want your gift to be spent in a particular way, we’ll arrange it – please contact us to discuss what’s possible.
Who gives gifts in wills?
All kinds of people put a gift to Gaia House in their will. Just as those who come to Gaia House on retreat are ordinary people, so too are the people who put gifts in their wills to help ensure that Gaia House continues to be a place of refuge and transformation for future generations.
You don’t have to be rich. Everyone can make their mark with a gift in their will. Whatever you can afford, you can make a difference.
Information for executors and solicitors
If you are administering a will that includes a gift to Gaia House, you may have some questions. We hope the information below will be helpful. However, please feel welcome to contact our Finance Manager, Michelle Foster on firstname.lastname@example.org or 01626 323882.Paying a gift
Gaia House Trust
If you wish to make a payment by other means please contact our Finance Manager.
We will be really grateful if you can include:
- the full name and title of the deceased.
- their last address.
- their date of death.
- the Executor’s name and contact details.
- a copy of the will.
- any information about the reason for the gift.
It is also good practice for an Executor to notify beneficiaries as soon as possible. In the case of charities, this will enable them to amend their records to ensure that future mailings are not sent out to the deceased if they had been a supporter. We know that such things can be distressing.
Collection of items
We don’t usually collect items, unless there are exceptional circumstances. Unlike other charities, we don’t have a chain of shops where we can sell items that have been left to Gaia House. If we are bequeathed items of value or special interest, such as stamp collections or artwork, these are valued and sold with the help of professional auctioneers or retail specialists. In such instances, we would make special arrangements to arrange collection or delivery.
Administering a gift
In most cases we would prefer to receive the sale proceeds of property or shares gifted to Gaia House in a will.
However, each individual case is different, so before taking any action to either transfer or sell property or shares, please contact our Finance Manager.
Tax due on a legacy
Broadly speaking, inheritance tax is not payable on legacies to registered charities. Because we are a registered charity, gifts to Gaia House are deducted from the estate before inheritance tax is calculated.
Charities are exempt from capital gains tax. They can also reclaim income tax that has been deducted at source from gifts bequeathed to them. Gift Aid, however, does not apply to legacies.
The rules are complex, so to avoid the estate paying more tax than necessary, we advise you to consult your solicitor.