Making a gift to the FBA in a Will is straightforward (though we'd always advise seeking a solicitor's advice). We have provided an outline form of words below can be include in a new will or as a codicil to an existing will. Your solicitor can also advise on how to complete an "Expression of Wishes" so that the Trustees can take into account your views in using any monies received most effectively.
Remember, because the FBA is a charity, leaving a legacy to the FBA is free of inheritance tax.
To include a gift to the FBA in a new Will or as an addition to an existing Will (a ‘codicil'), below is suggested wording:
"I give [insert here phrase from choices at A below] to the Freshwater Biological Association (Registered Charity No. 214440), Ferry Landing, Far Sawrey, Ambleside, Cumbria, LA22 OLP, for [insert here phrase from choices at B below] and I direct that the receipt of the Treasurer of the FBA shall be sufficient discharge for my Executors or Trustees."
A Please insert one of the following:
"...X% of the residue of my estate"
"... the sum of £X".
B Please insert one of the following:
Science – for research projects, provision of equipment, support to training
Information – for the library, maintaining the archive, support for publication and digital information services
Fritsch – for the curation of a unique collection of algal illustrations
General – for furthering the FBA's mission and vision
If you have already included the FBA in your Will, please let us know so that we can acknowledge your generosity. If you would like the legacy marked in some way, for example, to name a research grant, please contact the Director for a confidential discussion. All intentions will be honoured, provided there is no conflict with the charitable objectives of the FBA. For specific legacies (such as property, equipment, books etc), for gifts during your lifetime, or for gifts in memory of someone else, please contact The Director.
Your instructions will be treated with respect and discretion.
For further information please contact:
Dr Bill Brierley, Director
The Freshwater Biological Association
The Ferry Landing, Far Sawrey
Ambleside, Cumbria, LA22 0LP