LEAVE A SPORTING LEGACY
A gift in your Will is a memorable way of showing that you believe in the future of young people from disadvantaged backgrounds and for those with disabilities. Once you have provided for your loved ones, you may also wish to consider leaving a bequest to charity. Those that benefit Lord’s Taverners and Lady Taverners in their wills make a lasting contribution that will be remembered for many years to come.
Our vision for the future
Imagine a future where all young people, irrespective of background and ability, have the everyday opportunity to play sport and enjoy physical activities to the benefit of their self-esteem, health, education and future socio-economic potential.
We know that this vision is some time off but we are committed to making it happen. This is why Gifts in Wills are so vital to our work, and so appreciated. They ensure that our unique support can continue for many years to come.
The importance of Legacy Giving
A Gift in Will or legacy gift is one of the most significant and lasting contributions you can make to the cause of sports and recreation. In a world in which isolation, tensions and budget cuts are increasingly prevalent, you can help to support some of the most marginalised and at risk young people in the UK. Thereby ensuring a sporting future in which young people can readily engage in a range of sporting opportunities in their local communities.
Legacy gifts have helped us...
- Provide specially adapted transport for schools catering for young people with learning and physical disabilities.
- Create new disability cricket programmes offering opportunities to engage cricket on a regular basis emphasising teamwork and sportsmanship in an informal and enjoyable environment.
- Fund essential sensory equipment for children with special educational needs helping to enhance their experience at school.
Legacy before Wicket Club (LBW)
Your decision to leave a lasting legacy to the charity is a very important one. It attests to your commitment to all that the we stand for and creates a lasting memorial to that decision. We believe that such a commitment should not go unrecognised. We would like to honour and thank our benefactors during their lifetime. It is for this reason that we have created the Legacy Before Wicket Club (LBW).
The LBW Club is a brand new membership opportunity offered to those who pledge their intention to make a bequest to the charity. It’s important to understand this will be in addition to any current annual membership. The only requirement for joining is pledging a legacy gift to us. It’s important for pledge members to understand this is a moral commitment to give, not a legal contract. This can be done in the form of a signed or handwritten letter.
Members of the LBW club will have the opportunity to attend special awareness events to keep them abreast of what is happening at the charity and provide them with an chance to meet like-minded peers.
We envisage a future where all young people, irrespective of background and ability, have the everyday opportunity to play cricket and other competitive sports enjoying physical activities to the benefit of their self-esteem, health, education and future socio-economic potential. By pledging a future gift to the charity you can help us continue to provide sporting chances for the UK’s most vulnerable young people through local community sports programming, accessible bespoke minibuses or essential sensory equipment.
Legacy Donor Stories
Always looking on the bright side...
In some respects film composer, music arranger, orchestrator and conductor John Altman is the archetypal Taverner, with a combination of cricket and showbiz running through his veins. After an upbringing which saw him rubbing shoulders with the likes of Judy Garland and Frank Sinatra he was introduced to the Taverners in the 1970s by the late Tony Swainson. That his association with us should become a long one is perhaps not surprising, given that two of his uncles combined county 2nd XI cricket for Lancashire and Northants with being band leaders – eventually opting for the latter as a steadier and more lucrative career option!
John’s many claims to fame range from stroking Dennis Lillee through the covers for four in a charity match (the Aussie paceman wasn’t impressed by all accounts!), to arranging and producing the Academy Award-nominated period music in James Cameron's film Titanic and arranging ‘Always Look on the Bright Side of Life’ for the film Monty Python's Life of Brian (voted the greatest comedy song in movies by the viewers of Channel 4 in the UK). He has been a strong supporter of the Taverners for many years, drawn to the organisation by, in his words, ‘the mixture of good work, showbiz and cricket, which ticks all the boxes’, but he has also recently decided to extend that support by making provision in his will to leave a legacy to the Taverners.
Lord’s Taverners Marketing and Fundraising Director, Duncan Lewis, caught up with John to find out more about what had driven this decision.
What made you first think about leaving a legacy to the Taverners?
Well there has been a high mortality rate in the music industry of late – Bowie, Prince and George Michael have all passed away relatively recently and I have worked with all of them over the years, so that makes you think. Confronting the idea of ‘going away’ is never comfortable, but the idea of leaving a legacy had been in the back of my mind for a while and it felt like the right time to act.
Was it an easy choice to support the Taverners in this way?
Yes,I have had an association with the Taverners for a long time, but the fact that I recently developed Ataxia (a balance disorder which means that he walks with a stick) has increased my empathy with those who are less able-bodied and made me realise how important the work of the Taverners is to so many of the young people it reaches.
Was it an easy thing to do in terms of the practicalities?
Yes, I decided to get professional help from a solicitor to get the will re-written so it has been straightforward, although the fact that I have been busy and travelling a lot has made it a slightly longer process than would otherwise have been the case.
Do you have a specific purpose in mind for your legacy?
No, I am happy for the Taverners to decide how best to use it and am confident that good will come out of it as a result.
What do you hope the legacy might achieve?
The thought that I am helping to enable a degree of continuity is a rewarding one – enabling the Taverners to carry on with the good work that they do.
Do you have a final thought for anyone considering leaving a legacy to the Taverners?
Yes, it’s easier than people think and will do a lot of good.
Frequently Asked Questions
Q. Why do I need to make a will?
A. All of us need to make a will to provide for loved ones after we have gone, and to make sure our wishes are carried out after our deaths. Otherwise promises you have made may not be carried out or your wishes may be disregarded. You may leave your loved ones with a legal and financial mess to sort out.
Q. I don’t think my estate adds up to much. Is it still worth making a Will or leaving a legacy?
A. Every gift we receive from our supporters – small or large – is important to us, and contributes towards our work. Even a small percentage of your estate can make a big difference to our beneficiaries, whilst safeguarding both your intentions and your loved ones' interests.
Q. Can I make a Will myself or do I need to use a professional?
A. There is no legal requirement to use a solicitor when making a Will. However, disputes that arise over unclear or poorly drafted Wills can be complicated and costly in the future. Using a solicitor who is qualified in estate law allows you peace of mind and should also reduce the risk of disputes arising at a later date. Where possible, it is advisable to discuss your plans and wishes regarding your Will with your family and loved ones.
Q. Are there different ways that I can leave a gift?
A. Yes - there are three different types of gifts you can leave in your will:
- A residuary legacy is a share of the balance of your estate once all other payments have been made.
- A pecuniary legacy is a fixed amount of money.
- A specific legacy is a gift of a specific item, such as personal possessions, memorabilia land, buildings or shares.
Q. I already have a will, so why should I change it?
A. There are many reasons why you may need to look at your will every few years to ensure it still meets your needs. For example, your marital and family circumstances may have changed – in which case it could be vital to change your will to protect your loved ones. You may also simply change your mind about whom you want to benefit. Fortunately it is not difficult or expensive to change your will with a codicil.
Q. How do I go about making or changing my will?
A. The first step is to talk to a solicitor who can help you draw up a will or change your existing will. One simple way of changing your will is to use a codicil – an additional instruction that you can add to your existing will. To help you, we have made a codicil that you can download here.
Once completed, the codicil must be kept in a safe place together with your will.
Q. Are there tax reductions on charitable Wills?
A. Yes. From 6 April 2012, it became possible to reduce the rate of inheritance tax from 40% to just 36% if you leave 10% of the net value of your estate to charity.
Q: What wording should I use to leave a gift to the charity?
A. Your solicitor or other professional adviser will help you with the wording of your gift, but here is an example of some suggested wording you might use:
1.1 I give all (or... share) of my estate (out of which shall be paid my funeral and testamentary expenses and my debts) [and any property over which I have power of appointment] to Lord’s Taverners / Lady Taverners, of 90 Chancery Lane, London WC2A 1EU registered charity numbers 306054 (England and Wales) SC046238 (Scotland) and I DECLARE that the receipt of the Treasurer or other proper officer for the time being shall be a sufficient discharge to my executors.
1.2 I FURTHER DECLARE THAT if before my death Lord’s Taverners / Lady Taverners has changed its name or amalgamated with or transferred all its assets to any other body then my Trustees shall give effect to the gift as if it has been made to the body in its changed name or to the body which results from the amalgamation or to which the transfer has been made.
1.1 I give to Lord’s Taverners / Lady Taverners, of 90 Chancery Lane, London WC2A 1EU registered charity numbers 306054 (England and Wales) SC046238 (Scotland), the sum of £...... to be applied for its general purposes, and I direct that the receipt of the Treasurer or other proper officer at Lord’s Taverners shall be good and sufficient discharge.
1.1 I give to Lord’s Taverners / Lady Taverners, of 90 Chancery Lane, London WC2A 1EU registered charity numbers 306054 (England and Wales) SC046238 (Scotland), [write here the items you want to give] to be applied for its general purposes, and I direct that the receipt of the Treasurer or other proper officer at Lord’s Taverners shall be good and sufficient discharge.
Q. Can the Lord’s Taverners be an executor in my will?
A. The Lord’s Taverners is unable to act as sole executor in your will.
What will your legacy be?
If you have any questions, or wish to order a legacy guide about leaving a legacy to the charity, please contact Dylan Glass on 020 7025 0017 or email Dylan.firstname.lastname@example.org.