Advice for executors
If you are the executor of a will in which CAFOD has been mentioned, you may find this information helpful when dealing with the estate.
What to do if CAFOD has been left a legacy gift
Being an executor isn’t easy, but please rest assured that your hard work and help are truly appreciated.
While we’re unable to provide legal advice, CAFOD’s legacy team is experienced in estate administration where a charity is named as a beneficiary, so we can offer some guidance. We're always happy to help so please do get in touch with any questions. You can call Niall Burroughs on 020 7095 5352 or contact him using the form below.
You may also find our guide for executors helpful:
Has CAFOD been left a cash gift?
If the gift is a fixed sum of money (also known as a pecuniary legacy gift), the process is quite simple. All you need to do is send a cheque for the correct amount payable to CAFOD, with a covering letter including the deceased’s name and address, addressed to Niall Burroughs, CAFOD Legacy Administration Officer, and giving any other information that you may consider helpful.
Has CAFOD been left a share of the estate?
When you’re ready to apply for probate - or earlier, if possible - we would appreciate if you could send a copy of the will and a list of the estate’s assets and liabilities. Because of our charitable status, some assets may need to be treated in a particular way because of tax, and the sooner we can advise you of this, the better.
So that we can meet our legal and auditing responsibilities, we also request:
- a copy of the will
- a list of the assets and liabilities of the estate
- estate accounts
- a tax deduction certificate (form R185)
Once you are ready to distribute the estate, you can send a cheque payable to CAFOD to: CAFOD, Romero House, 55 Westminster Bridge Road, London, SE1 7JB. Please mark the letter for the attention of Niall Burroughs, CAFOD Legacy Administration Officer.
If you would prefer to transfer the money by BACS, please call Niall on 020 7095 5352 for more information or contact him using the form below.
How will my loved one’s gift be honoured?
The names of those whose legacy has been received that year are included in our Books of Remembrance, which are blessed at our diocesan memorial masses throughout November.
Because we work hard to make every gift help as many people as possible - and because our supporters have told us that’s the way they’d like things to stay – we can’t erect benches and plaques in the name of our past friends. In many of the countries we work in that kind of tribute just wouldn’t be possible.
But this doesn’t mean that we don’t value and honour those who leave a legacy: quite the opposite. Many of those who leave such a special gift have lived prudently their whole lives and often made sacrifices to help the people and causes they cared about. So in their memory and following their inspiring example, we make sure their last and most special gift is used wisely and helps as many people as possible.