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Recommended wording for leaving a legacy

 

The way you word your will is very important - we always recommend professional advice to make or change a will.

 

If you wish to support our work with a RESIDUARY BEQUEST (where we receive anything left over after your estate has been distributed among your nominated relatives and friends) then use the wording:

 

"I give the residue of my estate to the MENTAL HEALTH FOUNDATION, 9th Floor, Sea Containers House, 20 Upper Ground, London SE1 9QB for making grants to projects/research which urgently need funds, or to be used where the Trustees see the greatest need. I further direct that the receipt of the Treasurer, Secretary or other proper officer of the MENTAL HEALTH FOUNDATION for the time being shall be a full and sufficient discharge for the said Legacy"

 

If you wish to make a PECUNIARY or SPECIFIC BEQUEST (whereby you would leave us either a specified sum or an object of value) use the wording:

 

"I give the sum of (amount) pounds to the MENTAL HEALTH FOUNDATION, 9th Floor, Sea Containers House, 20 Upper Ground, London SE1 9QB, for making grants to projects/research which urgently need funds, or to be used where the Trustees see the greatest need. I further direct that the receipt of the Treasurer, Secretary or other proper officer of the MENTAL HEALTH FOUNDATION for the time being shall be a full and sufficient discharge for the said Legacy."

 

If you have any questions about leaving a legacy to the Mental Health Foundation please contact Sue Whitehead on Tel: 020 7803 1121 or email Sue

 

Thank you