How to word your will

If you’d like to include a gift to CAFOD in your will, you may find this suggested wording helpful:

Leaving a share of your estate in your will:

“I give fraction / % share / all of the residue of my estate to the Catholic Agency for Overseas Development (CAFOD), RCN 1160384 of Romero House, 55 Westminster Bridge Road, London, SE1 7JB, to be used for its general charitable purposes, and I direct that the receipt of the treasurer or duly authorised officer shall be a sufficient discharge to my executors.”

Leaving a cash gift or a specific item in your will:

“I give to the Catholic Agency for Overseas Development (CAFOD), RCN 1160384 of Romero House, 55 Westminster Bridge Road, London, SE1 7JB, the sum of £amount / specific gift of my item to be used for its general charitable purposes and I direct that the receipt of the treasurer or duly authorised officer shall be a sufficient discharge to my executors.”

Different types of legacy gifts

There are three main kinds of legacy gift you might like to consider – a cash amount, a share of your estate or a specific item.

  • A share of your estate to be paid after any debts, funeral costs and cash gifts are paid (also known as a residuary legacy)
  • A cash sum which can be index-linked to safeguard its future value (also known as a pecuniary legacy)
  • A particular item to be used or sold by the beneficiary (also known as a specific legacy)

If you are worried about providing for your family but don’t want to turn your back on your favourite causes, ask your adviser about a "reversionary legacy", which allows you to leave assets to a named individual for their lifetime while deciding who should benefit after they have passed away.

Download and print this information to take to your adviser

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