
Case Study: The FB & PFB Lough Fund
Leaving a lasting legacy to the community they loved.
For over 30 years we’ve been helping people like you through all the sensitivities of deciding how best to make a difference. We can help you make a unique and lasting tribute to your community, creating a named fund in perpetuity, which reflects your personal wishes.
By leaving a gift in your will to the Community Foundation Tyne & Wear and Northumberland you can create your own legacy, helping your community, and the causes you care about, for generations to come.
It doesn’t matter how large or small the bequest is, we have a range of fund and gifting options to choose from. You can read more below about some of our funds which have been established from legacy gifts, following receipt of a legacy or whose donors have pledged to add a legacy to an existing fund.
Leaving a lasting legacy to the community they loved.
Leaving a legacy to support the vital issues in their area.
Establishing a fund to support individuals and communities in rural Northumberland.
Why they decided to establish a fund in their lifetime and leave a legacy gift in their will to add to it.
Why they used a legacy gift they received to establish a fund.
A legacy now and for the future.
With a named fund, you may choose to tailor the impact and focus of your legacy, specifying the exact issues or geographic areas you wish to support through your gift. We will ensure that your generosity is channelled exactly where and how you envisaged.
Or you may choose to leave its focus to our experienced team. Using our research and extensive local knowledge, our team will ensure that your gift is directed towards addressing the most pressing issues. Your legacy becomes a force for comprehensive change, expertly guided by those who understand the local landscape.
Yes, you can choose to nominate a particular charity, or multiple charities, that you wish to benefit from your gift. It’s natural to worry that the charity you wish to support might no longer exist when your will takes effect. However, by using our expertise to source an alternative charity, we can ensure that your generous gift continues to benefit the causes and areas that matter to you, even if a specific organisation evolves or ceases to exist.
Opting to include a donation to the Community Foundation TWN in your will not only contributes to a meaningful legacy but also presents a tax-efficient strategy. Beyond the community impact, this decision can potentially lead to a reduction in the overall amount of tax paid on your estate.
We would strongly recommend that you seek legal advice about the drafting and correct execution of a will or codicil. However, we can provide sample wording for your will and/or a letter of wishes – please just do so by using the form below to contact Lisa.
If you would like to find out more information about giving with the Community Foundation or to arrange a time to discuss your ideas or circumstances, please contact Lisa using the form below.