Suggested wording and codicil

If you do not yet have a will and would like to include a gift to the Jesuits, we would suggest the following wording:

If you are leaving a share of your estate in your will:

“I give fraction / % share / all of the residue of my estate to the Jesuits in Britain of 114 Mount St, London W1K 3AD, registered charity number 230165 and in Scotland number SC40490, to be used for its general charitable purposes. I further direct that the receipt of the Treasurer or other proper officer of the Jesuits in Britain for the time being shall be a full and sufficient discharge for the said legacy.

If you are leaving a cash gift or a specific item in your will:

“I give to the Jesuits in Britain of 114 Mount St, London W1K 3AD, registered charity number 230165 and in Scotland number SC40490, the sum of £(amount)/specific gift of my item to be used for its general charitable purposes and I further direct that the receipt of the Treasurer or other proper officer of the Jesuits in Britain for the time being shall be a full and sufficient discharge for the said legacy.

If you already have a will

If you already have a will and would like to add a gift to the Jesuits in Britain, you need to add a codicil to your latest Will. A codicil is a supplement to the Will that can make changes and allow additions to that Will.

If you already have more than one will make sure that this codicil refers to the latest will – also clearly identify which codicil this will be: first, second, third etc.

Unless the change you are making is very straightforward we recommend that you consult your solicitor and consider having your will redrafted. If you decide to update your will using a codicil, here are a few basic guidelines.

  • Just like a will, you will need two adult witnesses to you signing the codicil. They, or their spouses, cannot be beneficiaries. They do not need to see the contents of the codicil, merely that you sign it in their presence
  • The witnesses need to write in their names and addresses and sign the codicil
  • Keep the completed codicil with your latest will, but not attached by pins or staples etc, in a safe place
  • Send a copy of the will and codicil, in a sealed envelope if you prefer, to a trusted person. This could be your executor, solicitor, good friend, or charity beneficiary and let them know where the original Will and codicil are stored

You do not have to let us know about your gift but if you do it will help us with planning and enable us to remember you in our prayers. 

Here is a sample codicil form   Codicil form.pdf

 

Tags: 
codicil, gift in will, legacy