Legacies and Endowments

East Dorset Citizens Advice is an Independent charity - that's why we desperately need your support.

Legacies and Endowments are an effective way for an individual or family to give back to a charity or cause that they have benefitted from or support. 

Citizens Advice is a charity and, like any other charity, we rely on the support and generosity of members of the public. People like you. Gifts left to charities in Wills - usually known as legacies - don't need to be large. Even a small percentage of your estate left as a gift, can make a big difference and help secure not just our future, but the future of your community.

For thousands of people we are the only source of professional advice available.

As we move into the future, legacies are becoming an increasingly vital form of income for all charities. At present we are not receiving the legacy income we need because not enough people realise we are a charity.

Your support can make a real difference to the lives of people living in your community. We can help you make a lasting tribute on behalf of you and your family which reflects your personal wishes.

In every community there are people who desperately need help whether it be financial, medical or personal. For thousands of people the Citizens Advice staff are the only source of free, independent professional advice available to them. It is often believed, however, that this service is provided by the government, whereas, in fact, all CAs are charities, and depend on a variety of local council and voluntary contributions to survive. But Citizens Advice needs not just to survive, to stand still. There is a huge amount of unmet need and it is growing.

You can support the work in many ways. We need funds to promote the service and encourage those who need help to come forward and get it. We need to set up more outreach centres in the villages and more disadvantaged areas of the region to enable easier access. We need to provide focus on specific groups of the population who are presented with major challenges, such as the disabled. And we always need funding for the identification, recruitment and training of good quality advisers. Most advisers work on a voluntary basis, and we need to ensure that there is enough back up for them.

Leaving a Legacy

Making a gift to your local Citizens Advice can take many forms – a one-off donation, a named fund or endowment, or a legacy.  Legacies are becoming an increasingly vital part of our funding strategy.

The process is very simple. You do have to make the appropriate changes to your will, and we can provide advice on that process if you don’t currently have one.  There is a separate leaflet provided by Citizens Advice on ‘How to make a Will’. However we provide a pro forma called a Letter of Wishes (See below) which you can complete and then lodge with the Citizens Advice office and your solicitor. We are happy to sit down with you and go through the document.

East Dorset Citizens Advice will keep your data secure.  We never sell your personal data and will not share it with other companies unless it is necessary to provide you with information or a service that you have requested from us.

We may use your information to contact you in the future about East Dorset Citizens Advice activities, including fundraising. Please let us know if you do not wish us to contact you.

Please give this way of supporting us consideration.  It will be so valuable to us. 

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How do I make a will?

We recommend you use the services of a solicitor.

After taking care of your loved ones, you can then choose to leave a Residuary legacy (a portion of what is left after all your other commitments have been met) - or a Pecuniary legacy (a gift of a specific amount). If you already have a will your solicitor can add East Dorset Citizens Advice to it with a written instruction called a codicil.

Leaving a gift to a charity such as ours can lower the Inheritance Tax payable on your estate.

To continue our vital work, supporting communities like yours, we need to know we can rely on legacies for future income. 

Please consult your solicitor and help to support your community's future.


How Citizens Advice East Dorset will use your legacy

Our Advice services are more in demand today than ever before - and as we move to the future that demand looks set to grow even further. That's why legacies are so vital to our work. By adding East Dorset Citizens Advice to your Will, you will be making sure we are still here for your children and grandchildren.

Your community's future.

If you wish to contact us to discuss anything further click the button below