For most people having a Will is very important – it tells your family and friends what you wish to happen to your estate. It is important to keep your Will up-to-date. You should review it regularly, particularly after significant events in yours, or your families, lives.
Having a Will also allows you to make a legacy to Crofton Parish so that you can continue to support their ministry. The Church Council is very grateful for the legacies it has received. They have enabled the implementation of plans that would otherwise not gone ahead. Some legacies have been put towards the maintenance of St. Edmund’s church, making it suitable for the increased use it is experiencing.
The Church Council has a policy of only putting legacies towards new mission initiatives or towards developing our facilities; the Council do not use legacies for day-to-day running costs.
Please consider remembering Crofton Parish in your Will.
It is not always necessary to make a completely new Will to add a gift to Crofton Parish. It may be possible to add the gift using a codicil to your existing Will.
The Church of England has a helpful and practical website covering many aspects of making a Will. You can find it here >>>> .
The information that follows is a summary of the important points mentioned on the Church of England site.
It is recommended that you use a solicitor when preparing your Will. If you are making a gift to the Parish, please direct them to this page. There is some example wording at the bottom of this page.
Who should the legacy be given to?
The Parochial Church Council [PCC] of Crofton Parish are the trustees of the Parish and are responsible for all the finances of the Parish. The legacy should therefore be made to them. It should not be made to the vicar or the churchwardens as was the practice in the past. The Friends of Crofton Old Church [FOCOC] is a sub-committee of the PCC. If you wish to make a gift towards the valuable work FOCOC undertakes you should still make the PCC the recipient and also write a Letter of Wishes (see below) indicating that you would like the legacy to go towards the upkeep of St. Edmund’s Church.
How can I influence how the legacy is used?
The recommended method of indicating your wishes is to write a “Letter of Wishes” that explains your desire for how the gift is used.
As the Parish’s needs change over the years, we encourage gifts in Wills to be left for the general purposes of the Parish rather than for a restricted purpose.
However, if you would like to see the gift used for a personal area of interest in the church (e.g. St. Edmund’s building, Holy Rood building, music, children and youth etc.) you can outline this in your Letter of Wishes. This is an informal letter that accompanies your Will. When the time comes, the PCC will discuss possible uses of your gift with your Executors bearing in mind your Letter of Wishes and the church’s priorities at that time. Crofton PCC will endeavour to follow these wishes when that is feasible, or will use the gift for a similar work within the Parish.
There is, of course, no need to write a Letter of Wishes if you are content for the PCC to decide how to use your gift taking account of the Parishes priorities and needs at that time.
If you write a Letter of Wishes remember to keep it with your Will and ensure it does not contradict what your Will says.
Some example wording
These examples can be used when you wish to follow the preferred method suggested above; this leaves the legacy to the PCC to decide its use, and uses a Letter of Wishes, if wanted, to suggest the use of the gift.
Example clause to leave a share of your estate
“I give % of my residuary estate free of all taxes to the Parochial Church Council of the parish of Crofton (registered charity number 1128473) in the Diocese of Portsmouth for its general purposes, and I declare that the receipt of an officer of the Parochial Church Council shall be a sufficient discharge to my executors and trustees.”
Example clause to leave a specific amount
“I give the sum of £ (pounds only) free of all taxes to the Parochial Church Council of the parish of Crofton (registered charity number 1128473) in the Diocese of Portsmouth for its general purposes, and I declare that the receipt of an officer of the Parochial Church Council shall be a sufficient discharge to my executors and trustees.”
Example of a Letter of Wishes
To My Executors / My Family / My Trustees / The Person To Whom It May Concern
I, _________________________________________________________ (name)
wish to state my wishes with respect to my legacy to the PCC of Crofton Parish.
I understand that I may not restrict your actions, but I ask you to consider the
following when making decisions in regards to how my gift to charity is used.
This Letter of Wishes does not change or revoke my Will.
Contact Crofton Parish’s Finance Team
Please complete this form if you would like someone to talk to you about leaving a legacy to Crofton Parish.