Gifts in Wills

After taking care of loved ones, a gift in your will to the Society can help ensure our unique services and facilities can continue to be improved and extended for generations to come.

Legacies are vital to the Society, providing funds that let us update and improve services in a way that would otherwise be impossible. All gifts, no matter their size, are important to the Society.  By leaving a gift in your will you can be part of the Society’s future as well as its past.

Whether you have already written your will or not, leaving a gift to the Society is a simple and quick process. All donations to charity are exempt from inheritance tax so you can be sure all of your donation will go towards the Society’s crucial work.

There are 4 main types of legacy left in wills:

Pecuniary Legacy – A specific sum of money
Residuary Legacy – A percentage of an estate after all other legacies have been made and debts are cleared.
Specific Legacy – A particular item that can either be used or sold by the Society.
Reversionary Legacy – Pledges the whole or part of an estate to the Society but can be used by a loved one during their lifetime.

Legacies are greatly appreciated by the Society and we work hard to recognise your generosity. If you wish your gift to be recognised, perhaps with a mention in the Genealogist Magazine or a plaque, or to remain anonymous we are happy to discuss the options with you.

For more information please download our legacy leaflet or to discuss leaving a gift to the Society in your will please contact June Perrin.

If you wish to bequeath research notes to SoG please see this guide.