Remember the Elgar Birthplace Museum in your will and help us fund our future
You may consider supporting the Museum by leaving a gift to the Museum in your will. However large or small your gift every donation is important to us and gratefully received.
While this page will provide you with information on leaving a legacy to the Elgar Birthplace Museum it is important that you take independent professional advice when writing your will.
How to include the Elgar Birthplace Museum in your will
You can include the Elgar Birthplace Museum in your will by directing your gift to the Elgar Birthplace Museum, registered charity number 266849.
There are three ways in which you can leave a legacy in your will:
1. A Residuary Legacy is a share or percentage of your entire estate after all other gifts and debts have been paid.
Our suggested wording to leave a share of your estate; "Subject to the payment of my debts, funeral and testamentary expenses, I give (the whole / ..........%) of my estate not otherwise disposed of by this my will to the Elgar Birthplace Museum, Crown East Lane, Lower Broadheath, WR2 6RH, Registered Charity Number 266849, for the general purposes of the Elgar Birthplace Museum and I declare that the receipt of their Treasurer or other proper officer shall be a full and sufficient discharge."
2. A Pecuniary or Cash Legacy is a specified sum of money from your estate.
Suggested wording to leave a specified sum; "I give free of tax to the Elgar Birthplace Museum, Crown East Lane, Lower Broadheath, Worcester, WR2 6RH, Registered Charity Number 266849, the sum of £............. for the purposes of the Elgar Birthplace Museum and I declare that the receipt of their Treasurer or other proper officer shall be a full and sufficient discharge."
3. A Specific Legacy is a particular asset such as shares, property, or other non monetary gifts.
Suggested wording to leave a specific item; "I give to the Elgar Birthplace Museum, Crown East Lane, Lower Broadheath, Worcester, WR2 6RH, Registered Charity Number 266849, absolutely .......................(please enter description of your gift) for the purpose of the Elgar Birthplace Museum and I declare that the receipt of their Treasurer or other proper officer shall be a full and sufficient discharge."
Codicil Form
If you have already made a Will and the only change you would like to make is a gift to the Elgar Birthplace Museum, please fill in a Codicil Form;
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| Download a Codicil Form |
The tax implications of making a donation in your will
Our charitable status means that there are benefits in leaving a legacy to the Elgar Birthplace Museum. If you leave a gift to a charity in your will its value will not be included when valuing your estate for Inheritance Tax purposes. Gifts may be in the form of money, property or other valuables.
We strongly advise that when making your will and considering leaving a gift to the Elgar Birthplace Museum you should do so in consultation with your independent professional adviser.
We understand that you may have further questions or requests. Please contact us by telephone, e-mail or letter using the following details:
Museum Director, The Elgar Birthplace Museum, Crown East Lane, Lower Broadheath, Worcester, WR2 6RH
T: 01905 333224
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Additionally we would be more than happy to meet you at the Museum to show you the work that we do.
