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A lasting legacy – leaving a gift to The Bar Convent Living Heritage Project in your Will.

With no regular funding from central or local government, The Bar Convent relies on generating its own income, including donations, to safeguard this unique historic building and collections, and continue its programme of work.

A gift in your Will is a wonderful way to support the work of The Bar Convent. All legacies, however large or small, make a vital contribution.

If you would like to discuss a legacy to The Bar Convent in complete confidence, please contact: Sister Frances Orchard -  francesorchard@congregatiojesu.org.uk.

'The 400 year history of the convent's religious order is one of struggles and persecution, but it also shines with resilience.'

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 The Bar Convent. All donations are gratefully received and acknowledged.

Types of Legacy

There are three main types of legacies.

A Residuary Legacy: (a percentage of your estate)
A gift made of the remainder of your estate after all other gifts have been handed out
and debts paid off, this could be any fraction of an estate (eg a half or a third).

A Pecuniary Legacy: (a fixed sum of money)
A gift made of a fixed sum of money. Unfortunately, the value of a pecuniary gift will decrease over time, as the cost of living increases.

A Specific Legacy: (an item such as a painting)
A particular named item left as a gift in your Will, for example a painting, sculpture or books. We would welcome the opportunity to discuss any gift with you in complete confidence.

Contact: Sister Frances Orchard -  francesorchard@congregatiojesu.org.uk.

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 www.legacy10.com.

Legal Advice

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 Bar Convent. This document lets you make minor changes without the need for drafting a new Will.

Suggested wording

For a residuary legacy:

"I GIVE the whole (or a share: eg one half; one third) of the residue of my estate to The
Bar Convent, 17 Blossom Street, York YO24 1AQ (Registered charity No.294320) for its
general charitable purposes and I DECLARE that the receipt of the treasurer or other
proper officer shall be a sufficient discharge to my Executors."

For a pecuniary legacy:

"I GIVE the sum of [AMOUNT IN WORDS] (£) to The Bar Convent, 17 Blossom Street,
York YO24 1AQ (Registered charity No.294320) for its general charitable purposes and
I DECLARE that the receipt of the treasurer or other proper officer shall be a sufficient
discharge to my Executors."

For a specific purpose:

It is most helpful for the charity if gifts are made unconditionally. This enables us to use
them according to most need. However if you would like your gift to be used for a
specific purpose, then you could add to the wording;

" …and I express the wish (but without imposing any trust to this effect) that the
aforesaid gift shall if possible be used for the purposes of …….."

Will you support The Living
Heritage Project?

Every donation is vital and makes a real contribution to the fulfilment of this important project.

Donate now or Find out more
Fundraising Presentation



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