Leaving a Gift to an Effective Giving Charity

We support legacy giving through programmes we deliver on behalf of charity partners, and encourage you to explore effecting giving charities through our Curated List.

Leaving a gift to an effective giving charity

We support legacy giving through programmes we deliver on behalf of charity partners, and we encourage you to explore effective giving charities through our Curated List.

Why leave a gift to charity

A gift to charity in your Will, sometimes called a legacy gift, lets you support the causes you care about after your lifetime. It costs your estate nothing while you are alive, and you can update or remove it at any time as your circumstances change.

Charitable gifts can also reduce the Inheritance Tax due on your estate. Gifts to registered UK charities are exempt from Inheritance Tax, so they come off the value of your estate before tax is calculated. If you leave 10% or more of your net estate to charity, the Inheritance Tax rate on the rest of your estate can also drop from 40% to 36%. You can estimate the effect on your own estate with the Inheritance Tax Calculator in My Planning Tools.

Beyond the practical benefits, many people find real value in knowing their legacy will make a lasting difference, whether that is to a cause close to their heart or to the wider world.

The added benefit of choosing an effective charity

Choosing one of the world's most effective charities, or an effective giving fund, can help your legacy achieve the greatest possible good.

Many of us hope to have decades of life ahead when we write a Will. But a cause that matters today may be less relevant, or less effective, by the time we die. Effective legacies aim to maximise impact at the point your gift is actually given, not just today.

The most effective charities can be many times more impactful than better-known names, pound for pound, saving more lives, preventing more sickness, and protecting more of the environment. An effective giving fund goes further still: your gift is professionally managed and directed to the most effective interventions at the time of your passing, so your legacy does the greatest possible good, even decades from now.

How to find the right charity for you

You can research charities that match the causes you care about in two places on adeus:

  • My Planning Tools, using Research Charitable Giving, where you can browse the Curated List of highly effective charities and giving funds, filtered by cause, or search the All UK Charity List by name.
  • The Will creation flow, in the charity section, where you can research and select a charity directly while naming it as a beneficiary. If you joined adeus through a school or charity Legacy Giving programme, that partner's details are pre-populated in the Will creation flow, and you can still explore effective giving charities any time in My Planning Tools.

Both routes give you the charity's registered details, so it can be added to your Will with complete clarity.