Leaving a Lasting Legacy

Grey Seal

‘The future is much too important to be left to chance… …I am sure that, like me, you are also concerned about the future of our planet.”

Sir David Attenborough, Vice-President of The Wildlife Trusts

A Living Legacy

Previously The Wildlife Trust of South and West Wales have managed to buy the final piece of Skokholm Island, securing its future for wildlife, we’ve provided nest boxes for kestrel and protected butterfly habitat and all because of people like you choosing to leaving a gift in their will.

These gifts help to support our vital conservation work, from our living seas projects along the coast to the fight to protect Wales’ remaining red squirrels from the deadly squirrel pox virus. They also help us maintain over 100 nature reserves for the benefit of people and wildlife.

Ensuring that our children can grow up in this beautiful world and enjoy the wonders of nature as we remember them is one of the best legacies you can leave.

With your help we can continue to manage wildlife habitats such as woodland, herb-rich meadows, protect water voles, dormice, barn owls, rare butterflies, otters, orchids, and a host of other flora and fauna that are currently threatened.

By making a will you can ensure that your loved ones are cared for and that your legacy lives on through the work of The Wildlife Trust of South and West wales. Every gift in every will is important to us, no matter how big or small you can be sure that it will make a difference to local wildlife.

How to leave a legacy
Our promise to you
Benefits of leaving a legacy
Different types of legacy
Other ways to help
Useful Documents

By having a valid and up to date will in place, you can ensure that your nearest and dearest are provided for, as well as helping charitable causes that are close to your heart.

If you are leaving a gift in your will to us, thank you! To ensure that we receive your gift please ensure your will has our correct name on it; The Wildlife Trust of South and West Wales.
See other names that the Trust has previously been known by

Making a new will

If you have yet to make a will, the first thing you need to do is talk to your solicitor. This will ensure that your will is legally correct and that all your wishes are carried out.

Use the solicitor directory to find a solicitor near you if you don’t already have one.

Your solicitor will be able to help you:

1. Value your estate
2. Choose the type of legacy to leave [link to ‘Different types of legacies tab] 3. Choose your executors

Here is some text that you can provide your solicitor with to amend your will accordingly to include a gift to us.

You can also have a will drawn up by a will writer, but these are currently less regulated than solicitors and it is important to check that they belong to a professional body and follow a code of conduct.

Many high street banks also offer a will writing service. Please contact your local branch to find out more.

Updating an existing will

It is important to review you will regularly so that it reflects your current wishes. Generally you should review it every five years or when a ‘life-event’ happens, e.g. when you marry, have children or grandchildren, a death in the family etc.

Updating your will is a simple task and small changes or additions can be made easily using a codicil. This is an instruction that is added to your existing will but we recommend that you seek professional help to make any changes and ensure that it is legally binding.

Our promise to you

  1. We will respect your privacy. Your Will is a personal document; we shall not ask for details of your pledge and you do not need to share this with us if you do not wish to.
  2. Baby Tawny owls at Teifi by Tommy Evans

    Baby Tawny owls at Teifi by Tommy Evans

    We recognise that your family and loved ones come first. We will only ever ask that, once you have made provision for them, you will consider including a gift to the Wildlife Trust.

  3. We promise to be good stewards of any bequest. We assure you that your gift will be used wisely and cost-effectively so that it has the greatest impact on wildlife conservation.
  4. We will use your gift where the need is greatest at that time unless you would prefer your gift to be directed towards a specific area of work.
  5. The Wildlife Trust of South and West Wales seeks to be honest, transparent and compassionate. We will demonstrate these values through any communication with you and in how we receive your legacy to us.
  6. We will show your family and friends compassion, integrity and honesty throughout our legacy administration processes.
  7. We respect your right, at any time to change your mind about a gift in your will to the Wildlife Trust.
  8. We will treat your data (the information you pass to us) with confidence. We will keep this information in a secure location and we promise not to share your details with anyone else.
  9. We will never unduly influence legal practitioners to encourage gifts to the Wildlife Trust, nor pressure you to leave a gift in your will.

Our Legacy Charter

Leaving a gift in your will to The Wildlife Trust of South and West Wales is a wonderful way to make a lasting contribution to wildlife. These gifts, no matter how small, help us to nurture and protect local wildlife and wild places. By leaving a gift in your will to us you will be:

1. Helping local wildlife and wild places thrive
2. Ensuring younger generations can enjoy wildlife as you have done
3. Living on through the work of The Wildlife Trust of South and West Wales
4. Potentially entitled to lower inheritance tax

To help you decide how you would like to give to the Wildlife Trust of South and West Wales, the types of Legacy are detailed below:

Common Dormouse Photo by Tom Chalmers

Common Dormouse Photo by Tom Chalmers

Pecuniary Bequest – This is when you leave a specific sum of money. Please remember that inflation may impact on the amount we may actually receive.

Specific Bequest – This is when you choose to leave a specific item such as a painting, jewellery or even your home.

Residual Bequest – you may choose to leave whatever is left over once all your other bequests are made and all costs met. This is the residue of your estate.

If you already have a will and would like to include a legacy to the Wildlife Trust of South and West Wales, all you have to do is:

  • Contact your Solicitor
  • Instruct your Solicitor that you would like to leave a Legacy
  • Discuss the details of the Legacy

Your Solicitor can add your request to your existing Will – this is known as a codicil.

Here is an example of how you could support us in your will:

I leave to The Wildlife Trust of South and West Wales of  Charity Registration Number: 1091562 (proportion of residue to be completed) for its general purposes and I direct that the receipt of the Treasurer or other duly authorised officer shall be a sufficient discharge to my executors.


If you would like to help The Wildlife Trust of South and West Wales in other ways here’s a few suggestions:

1. In memoriam – one way to celebrate the life of a loved one is to ask friends and family to make a donation at their funeral or memorial service. We can provide free in memoriam envelopes for people to donate. To receive some envelopes please contact 01656 724100.
2. Membership – membership is our only stable source of income. By joining us today you will make a difference to local wildlife.
3. Adoptions – why not give a wildlife adoption as an unusual gift to a family, friend, loved one or even yourself?
4. Volunteering – we are always on the lookout for more willing people to help us manage our wild places. To find out more visit our volunteering page or call 01656 724100

The links below will download relevant information that will help you when leaving a gift to The Wildlife Trust of South and West Wales:

  • Legacy Leaflet – brief information about leaving a gift in your will to the wildlife trust.
  • Legacy booklet – indepth information about how your gift could be a lifeline to local wildlife, how previous gifts have been used for wildlife and how to include a gift in your will. Download in English or Welsh or call 01656 724100 to get a copy sent out in the post.
  • Jargon buster [coming soon]
  • Previous names of The Wildlife Trust
  • Our legacy charter

 

Letting Us Know

If you’ve already remembered the Trust in your will, thank you.  If you would like to let us know, we’d love to be able to thank you personally, it also helps us plan for the future – get in touch with Jon on 01656 724100

Any Questions?

Thank you for considering leaving us a gift in your will. If you would like to have an informal chat with us please call Jon on 01656 724100. We’d love to hear from you.

Please note that we are unable to give financial advice.


Thank you for your interest in leaving a legacy to The Wildlife Trust of South and West Wales. Your help will be appreciated by generations to come.

Latest Legacy News

  • Remember a Charity Week Puffin - Sarah GrovesEvery September, more than 180 charities join forces to hold the annual Remember A Charity Week. The awareness week aims to raise the profile of legacy giving and encourage the public to consider leaving a gift in their Will. Remember A Charity Week will run from 11-17 September and we will be calling on the public to ...
  • Will you join us for a Legacy Event? Butterfly - Gatekeeper on buddleia - Jon DunkelmanThe Wildlife Trust of South and West Wales are planning a special event for you lovely people who might consider leaving us a gift in your will. Gifts in Wills, or legacies, are vitally important for us to provide Dormice nest boxes, monitor Red Squirrels and protect Puffins and Manx Shearwaters on Skomer and Skokholm Islands, ...
  • A Recap of 2016 We are thrilled with what we achieved in 2016 and thought we should share a few of the highlights with you, so here they are… Water Voles: We have continued to monitor the water voles since their reintroduction in 2014 and it’s good news! They are doing well and making good use of the extensive networks of ...
  • Remember a Charity Week The Wildlife Trust of South and West Wales’ (WTSWW) wildlife conservation efforts over the years have been triumphant. By undergoing a variety of different projects to enrich local wildlife habitats and protect a number of threatened species, the Trust has improved the lives of local wildlife throughout South and West Wales. Over half of this ...
  • The North Ceredigion Kestrel Project Kestrel box going into placeAs you are probably aware, the Megan Jones Legacy enabled a project led by Mike Hayward to get under way providing nest boxes for kestrels. Mike writes about the first year’s work:- The status of the Kestrel – Cudyll coch – in Ceredigion has been one of a steady decline in breeding pairs, especially over the ...
  • A new bridge in Ceredigion. New Bridge Em FootThe big news this month is that, after many months of thought and preparation, the new bridge at Cwm Clettwr Nature Reserve has now been installed and is “open for use”! The bridge links the north and south sides of the reserve that were always separated by the river in the past and provides access ...
  • New Wildlife Visitor Centre Set to Stimulate Tourism Opportunities Dr Rhys Jones and Rudi Bright (Tarka Challenge) sniffing snake poo, photo by Mike BrightParc Slip Nature Reserve, once a colliery site, is now host to an entirely different opportunity for visitors and local people providing a tourism attraction and welcome boost to the local economy. The site has been transformed over the years by the Wildlife Trust of South and West Wales into a stunning nature reserve. With the ...
  • Colin’s Grove – a lasting legacy Peacock Butterfly Bob CoyleThree years ago a valued and committed volunteer with the Trust sadly died. His name was Colin Vyvyan and he was very much involved in our Lavernock Point Nature Reserve. Colin was a lover of wildlife, his particular passion was butterflies, which meant that his involvement with Lavernock Point was very special as there are many ...
  • Great Strides Made for New Wildlife Centre at Tondu Parc Slip in spring, with the wildlife centre in the distance, by Rob ParryRenovation of the Parc Slip Visitor Centre, Tondu is making good progress and many of you will remember that at our last update we were able to report that the roof was being removed in anticipation of the new first floor extension. The extension would not only double the area available for school groups, wildlife ...
  • Marion’s Lasting Legacy Lasting legacy of Rhos MarionA new nature reserve has been created in south Ceredigion by the Wildlife Trust of South and West Wales, thanks to a very generous legacy left to the organisation by Marion Price. The legacy has enabled the Trust to purchase eleven fields of species-rich grassland, which lie very close to their existing nature reserves of ...
  • Wales Shows Enlightened Support for Skokholm Appeal Skokholm Lighthouse - photo by L MaidenAfter launching their £250,000 Appeal to purchase the lighthouse and surrounding land on Skokholm Island the Wildlife Trust of South and West Wales have been bowled over by the support they have received. In excess of £100,000 has been received through the Appeal so far. This will go a significant way towards the purchase of the ...