Many people donate to charities by leaving a gift in their will. Leaving a legacy is a wonderful way to give back perhaps to acknowledge the treatment or care that you or a loved one received. A legacy can benefit future generations or celebrate your life and leave a lasting gift to the local community. 

If you would like to help by remembering Surrey and Borders Partnership Charity in your will, you can arrange a donation of a fixed amount or a share of the residue of your estate. 

How to leave a gift in your will

If you would like to leave us a gift in your will, please ensure these important details are included:
Charity Name: Surrey and Borders Partnership NHS Foundation Trust Charity and registered charity no:1126477.

There are a number of different kinds of legacies; the most common of these are described below:

Residuary legacy

This is a percentage of the remainder of your estate once your healthcare or specific gifts to family and friends have been met and the executors have made all the outgoing payments and other legacies or bequests.

Pecuniary legacy

This is a specified sum of money such as £50,000. 

Specific legacy 

This is when you leave a specified item of value, such as a property, stocks and shares or a piece of art.

We suggest you contact your advisors for details on how to arrange this and the appropriate wording to use.

Support patients, people and families in your local area

Gifts in wills can be specified as ‘unrestricted’ which means the Charity invests in resources in hospitals where the need is most urgent. Alternatively, if there is a department close to your heart, you can choose to leave a ‘restricted’ gift to support your specific ward or area of care. To ensure that anything specific is possible, please do get in touch to ensure we can carry out your wishes.

Making a will is very personal and something that many of us put off. Yet, it is the only way to ensure that your wishes are respected and those closest to you don’t face unnecessary financial or tax complications after your death. We understand that making such an important decision can bring up emotions and is often difficult, if you need any help please get in touch with Lila Dowie, Head of Fundraising on lila.dowie@sabp.nhs.uk or Katie Abbott, Senior Financial & Charitable Fund Accountant katie.abbott@sabp.nhs.uk