Legacies

A legacy gift can make a real difference, and will benefit the pupils of St Mary's Calne and St Margaret's, as well as the schools themselves, long into the future. A bequest is one of the most personal gifts you can make, and we would be pleased to work with you to ensure that any legacy is used exactly in a way that suits you.

LiliesThe making of a bequest in your will can be a remarkably tax efficient and effective way of making a gift to the CFT. All bequests to The CFT are exempt from Inheritance Tax. We strongly advise you to consult your legal advisor before drafting a new will or updating an existing one. We are always happy to discuss your wishes and intentions but The Calne Foundation Trust is unable to offer direct legal or financial advice on will making or estate planning. Please do contact us for suggested wording should you wish to leave a gift in your will.

We understand that making a will is a very private matter. However, if you wish to tell us that the Trust has been included in your will, we will be delighted to hear that you are supporting us and can then keep you informed in a way that suits you. If your intended bequest is a particular item or a sum of money to be used for a specific purpose it is also helpful for us to know in advance so that we are aware of any arrangements that will need to be made.

 

 

 

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