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Leaving a legacy

Leaving a gift to Epworth Old Rectory in your Will...

With no regular funding from central or local government, Epworth Old Rectory relies on donations to maintain and safeguard this unique historic house and collections.

A gift in your Will is a wonderful way to support the work of the Epworth Old Rectory.  All legacies, however large or small, make a vital contribution, and will help to preserve and sustain this unique birthplace of the Methodist movement, for the inspiration and enjoyment of future generations.

All legacies to Epworth Old Rectory are paid into the Development Fund to secure the future of the Rectory in perpetuity.

If you would like to discuss a legacy to Epworth Old Rectory in complete confidence, please contact the Manager: Claire Potter on 01427 872268 or email us.

Types of Legacy

There are three main types of legacies.

Legacies to charities avoid inheritance tax:

New rules now in force reduce the rate of inheritance tax on the rest of the estate where gifts to charity are more than 10% of the taxable estate.

For more information on leaving a legacy and to see how the changes to Inheritance Tax have made it more attractive to support charities through legacy giving, please visit the Legacy10 website.

Legal Advice and Suggested Wording

A Will is very personal and we advise you to seek professional advice when drafting a new Will or updating an existing one. This ensures that you receive confidential guidance and your Will is tailored to your particular circumstances.

If you have an existing Will, you may want to ask your solicitor to add a Codicil to include a legacy to the Epworth Old Rectory. This document lets you make minor changes without the need for drafting a new Will.

Click here for suggested wording for legacies.

A specific gift This could be a personal possession(s) such as a work of art or an object. Many people chose to give a specific gift in their Will; for example a painting or an object that will enhance the permanent collections of Epworth Old Rectory.  This needs to be discussed in advance with the Manager: Claire Potter.

Gifts in Memory A gift in memory can be a very special way to commemorate the life of a friend or loved one and provide a lasting legacy.  In memory gifts can be arranged through funeral directors or direct to Epworth Old Rectory.  All donations are gratefully received and acknowledged.

Things we have achieved through legacies Legacies we have received to date have enabled us to undertake vital work on the Old Rectory, to preserve the building and enhance our visitors’ experience, including:

If you have already included a legacy to Epworth Old Rectory in your Will, please accept our heartfelt thanks, it is a wonderful support for our work.

We know that your decision to include us in your Will is a very private one, but if you would like to discuss your intentions and wishes with us, we should be delighted to do so. Any information you provide is not legally binding and will be kept in our strictest confidence.

Click here for a codicil.

Epworth Old Rectory, 1 Rectory Street, Epworth, North Lincolnshire DN9 1HX
Telephone: 01427 872268 - Registered Charity Number: 1140335