Call the LionHeart Helpline

UK: 0800 009 2960 or +44 (0)121 289 3300

Request a callback


The importance of legacies

shutterstock_298398251 (cropped)

Making a will - even thinking about it! - may feel scary and daunting, but it can be easier than you suppose.

A will ensures your wishes are followed regarding the guardians of any children, the allocation of your property and possessions, and the people in charge of organising your estate.

October is Make a Will Month - but a staggering number of people don't have wills (around two-thirds of British adults). Sometimes it's a 'tomorrow, tomorrow' mentality, but sometimes the subject is simply one we don't want to spend too much time thinking about.

Having a professionally written will can make the necessary arrangements much easier for your loved ones and reduce unnecessary distress during an already difficult time. You may also be able to reduce the amount of inheritance tax payable on your estate if you take advice from a solicitor.

Including gifts to charities in your will is an opportunity to make a powerful impact on the causes that mean a lot to you, often in ways that you'd be unable to do during your lifetime. It is also a wonderful way of helping future generations beyond your lifetime. There can be significant tax advantages of including gifts to charity in your will too.

Legacy giving is an incredibly important element of our fundraising here at LionHeart and an area we really want to tell people more about. Over the years, many of our supporters have generously included gifts to LionHeart in their wills and last financial year we received over £75K in legacy donations.

There are several different types of legacy gift you could consider:

  • A residuary gift means giving a share of your estate. It could be all or a percentage of your remaining estate, once fees, outstanding costs and other gifts have been taken care of
  • A pecuniary gift is a fixed sum of money. To prevent your gift decreasing in value over time you can link your legacy to the Retail Price Index to ensure that the value of the gift you make today is worth the same in the future
  • A specific gift enables you to leave specific assets such as property, stocks and shares or other valuables like jewellery or paintings

We are asking our supporters to consider including a 1% residuary gift to LionHeart in your will - after taking care of your family and friends first, of course. Even a small percentage like this can make a considerable difference to the charitable work we are able to do. Donations help us continue our valuable support to past and present RICS members - people just like you who happen to be experiencing difficult times or personal challenges.

A gift in your will could help us provide much-needed emotional and practical support for a family dealing with the devastating loss of a loved one. It could help someone worried about their family's financial security and future because of redundancy, unemployment or serious illness. Or it could provide urgent counselling to someone experiencing a mental health crisis.

Any gift you're able to make is truly appreciated, especially during these unpredictable times. Donations from our supporters are increasingly crucial and we want to ensure we can continue to be there for future generations of your profession, just as we are here for you today.

Anyone who tells us they have included a gift to LionHeart in their will is invited to join the LionHeart Guild, our special group of loyal and long-term supporters. It is really important to us that we're able to build a relationship with you, understand your motivations and obviously thank you personally for making such a valuable donation. However, if you'd rather not share such a personal decision, that's absolutely fine too!

During this Make a Will Month, please do consider including a gift to LionHeart in your will to allow us to be there into the future for your profession. Please do get in touch with us directly if you have any questions about legacy giving and we'll be very happy to help.

Faye Smith joined LionHeart in March 2020 as fundraiser. Faye has worked in fundraising for 17 years and has experience in legacies, stewardship and all areas of individual giving. Prior to LionHeart she worked in various roles at the University of Warwick, Birmingham Women's and Children's NHS Foundation Trust and the UK Sepsis Trust.

Find out more:

  • Get the lowdown on wills and what you need to know in our Switch on to Will Writing webinar. The next one takes place on Friday October 16th and can be booked here
  • See how your donations are helping us to change lives in our latest Impact Report     
  • If you'd like to discuss any aspect of donating to or fundraising for LionHeart, please email Faye Smith

Latest Posts

5th - How youth counselling helped us
22nd - Living with an invisible illness
9th - What makes a good trustee?
1st - Things you must do as a final year surveying student!
4th - Dyslexia in surveying
28th - Reflecting on 12 years at LionHeart
13th - New beginnings and how to embrace them
5th - Losing a sibling to suicide
5th - Celebrating one year alcohol-free
25th - Caring for someone with MS
20th - How to set boundaries at work
17th - 'Calling LionHeart was like being thrown a life jacket'
6th - Spotlight on winter fundraising
3rd - Facing cancer
14th - Identifying and dealing with workplace bullying
13th - Why make a will?
12th - Living with OCD
3rd - Autism and my road of discovery
22nd - Frequently asked questions about LionHeart
25th - 25 years of LionHeart
11th - 'Stress caused me permanent disability'
18th - Diversifying our board, and why
18th - Coaching to unlock a new future
12th - How to help your lonely teen
9th - Asking for help - as the helper
28th - Why talking about dying is so important
7th - 9 simple ways to cut stress
23rd - Living & succeeding with ADHD
16th - 'I came to see how much of my life was run on adrenaline'
10th - "My daughter didn't want to be here any more"
4th - My life-changing cancer diagnosis
13th - Reassessing how you drink
4th - Looking to the future
19th - How alcohol almost cost me everything
18th - Children's grief and how to help
16th - Alcohol, anxiety and how secrets keep you sick
4th - "I had no idea stress could cause a real physical pain"
22nd - 5 ways to get your teen talking
18th - The Positives of Menopause
13th - Baby loss and depression
12th - The pandemic's impact on children's mental health (and what we can do about it)
8th - Don't judge a book - a story of depression and change
5th - LionHeart Back to Work support
29th - Post APC submission
16th - How families feel youth mental health
24th - 6 top tips if you've been referred
20th - Coaching for change
12th - "I'd hit absolute bottom - but it was the catalyst to seek help”
22nd - Spring into action by fundraising for LionHeart
4th - Reflecting on university mental health
15th - My experiences of counselling
20th - Worry Time - and how it helps
18th - My furlough & redundancy journey
13th - Volunteering and LionHeart
30th - A road to change
2nd - Trusteeship through lockdown and uncertainty
12th - The importance of legacies
10th - Overwhelm - and overcoming it
8th - Lockdown and my mental health
28th - Creativity at Work
20th - Video
24th - 'If I can do it, so can you'
22nd - How to ace your APC interview online
8th - Help! I've been referred... what now?
3rd - Your coronavirus concerns, and how we're helping
12th - Managing health anxiety through Covid-19 - and how we helped Mike
12th - How coronavirus might be affecting your mental health
31st - Rising to the coronavirus challenge
24th - Keep connecting - in a different way
13th - Demonstrating our impact
4th - The Big C and grabbing life
4th - "Cancer wasn't meant to happen to us"
30th - My journey as a charity trustee
7th - Top 10 tips for CVs and interviews
9th - Grief and loss at Christmas
7th - Charity trusteeship
6th - How counselling can help manage stress
9th - Living with anxiety and depression
10th - How coaching can help
16th - Changing attitudes to mental health
15th - The vicious circle of body image & mental health
14th - Social Anxiety & how we can help
11th - Life with Parkinson's
29th - The one about the Bipolar surveyor...
29th - What is Bipolar?
12th - Memory tips from the training front line
22nd - Losing a parent
7th - LionHeart's support was a game-changer when I failed APC
16th - When the reality of motherhood doesn't quite go to plan
10th - The story behind surveying's Sisterhood Summit
2nd - The rollercoaster of being a first-time dad
22nd - My father's suicide and what I've learnt
14th - Tips for your RICS APC final assessment interview
7th - Trust in the charity sector
21st - Is it really okay to not be okay?
17th - Building resilience through your APC
8th - 7 ways to get more active this year
4th - Coping with loss and grief at Christmas
5th - "I was told I might not be cut out to be a surveyor"
26th - Resilience, and why we need it
21st - APC Revision Top Ten Tips
12th - LionHeart on new fundraising code of practice
19th - Living with 'invisible' illness
14th - How LionHeart helped us live life
13th - Men's Health Week 2017
22nd - Living with panic attacks
18th - Why we must care about work life balance
11th - The chicken-and-egg of mental health and shame
2nd - What I learnt from Dry January
31st - "My 19-year journey to MRICS is what made me"
5th - Ways to be kind to yourself in 2017
7th - Suicide prevention
1st - Coping with APC stress
13th - "I constantly watch my husband for suicidal signs"
26th - Dealing with referral at APC Final Assessment
19th - How mindfulness can help your relationships
18th - "I live, and thrive, with depression"
17th - Men and mental health
16th - Mental health and your relationship
26th - Starting out in surveying
11th - A happy retirement
1st - My Dry(ish) January
21st - Spring clean your finances
6th - When to consider couples counselling
4th - Having a (financially) healthier Christmas
18th - How to help a loved one with an addiction
15th - Reflections on the Lionheart Surveyors' Football League season
12th - Carers
10th - How LionHeart can support carers
9th - Desktop Relaxation techniques
29th - Techniques to help combat anxiety
20th - Helping a family member with depression
18th - Achievements that make a difference
16th - Five things that may indicate your colleague needs help
11th - Helping during a panic attack