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Leaving A Gift In Your Will

Your support can make a huge difference to the people we work with - leave a gift in your will today and help us support those struggling with mental health issues in Devon

Leave a Gift in your Will

Have you ever been in a tricky situation and helped by a stranger? Perhaps you’ve had no change and someone has paid for your parking, or someone has stopped to carry your shopping when it was too heavy? Naming a charity in your will is leaving a gift ready to help someone else when they are in need.

No matter the size of the donation, your gift can make a real difference. Leaving a gift in your will allows 100% of your donation to reach your charity – making it the most effective way to donate.

As we look toward the future of Step One, we see an organisation that is deeply rooted amongst the Devon communities it serves, enabling them to flourish and grow. We see greater equality for those who struggle to access care. We see adaptability and resilience and also, we see you as a part of us to create a better place for all.

If you’re thinking of leaving Step One a gift in your will, thank you. We have created an easy guide which will take you through the process as well as highlight some of the incredible impact your donation can have.

How to leave a gift in your will

Thank you so much for considering a gift in your Will to Step One.

Any gift you leave to help support people experiencing mental health problems will be gratefully received, and will have a real and lasting impact.

We are so grateful to anyone who supports us in this way. We understand that making a Will or changing an existing one might seem complicated, but it’s easier than you might think. These simple steps will help guide you through the process:

Step 1
Consider who or what you would like to make a gift to
Step 2
Choose your solicitor and executor
Step 3
Make sure the details of your beneficiaries are up to date
Step 4
Write down your wishes and sign with your chosen legal representative
Step 5
If you wish, you can notify your chosen charity
Step 6
Relax, you've just settled your future wishes
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Looking to write your will online? We have partnered with Kwil, a regulated online service that will help you write your will for free when you go through our website. Start your journey here.

Common questions

Pecuniary gifts – is a specific amount of money. It’s worth bearing in mind that the effects of inflation mean that this type of gift is likely to lose value over time and may end up being less than you initially intend.

Residuary gifts – a percentage of your estate once any specificied gifts have been made to friends and family. Many charity supporters choose to leave this type of gift because its value will be dependent on the value of your estate at any given time rather than a set amount.

Specific gifts – such as a personal possession, land, buildings or stocks and shares.

Reversionary gifts – You may wish to set up a trust in your will so that someone can enjoy the benefit of some money or property you have during their lifetime. Afterwards, the remaining money or property would then be donated to us. 

Your solicitor will be able to explain this in more detail.

You can write your own will. However, to ensure it is legally binding and covers everything, we would always recommend a solicitor, as a professionally written will is more likely to accurately convey your wishes after you have gone.

Yes! With your gift we can offer a rich and fulfilling service by providing a variety of life-enhancing activities and tools, such as specialist equipment, redecorating wards, providing sensory items that can help calm anxious patients, day trips for those we support in the community, and providing vital mental health support in people’s homes by way of the BeWell@StepOne programme.

Firstly, thank you! These are the details you need to include in your will:

Step One Charity
Beaufort House
51 New North Road
Exeter
EX4 4EP

Registered Charity Number: 235434

An Executor is someone (sometimes a friend or family member although it can also be a solicitor) whom you trust to carry out your wishes once you have gone.

You need to be able to trust them, and they need to be prepared to take on this responsibility.

Including a gift to Step One Charity does not make it a binding commitment while you are still alive. So, you are free to change your mind, and your will, at any time.

No. Rather than re-writing everything you can instruct a solicitor to add an amendment to your existing will – which they will then prepare. This is known as a codicil.

Most wills are straightforward but it depends on individual circumstances. The process begins with an appointment with your chosen solicitor. Once your wishes have been written, it will then be professionally drafted and sent to you to be signed in the presence of a witness. After signing, the will is usually returned to the solicitor.

Other ways you can get involved

Fundraise

Organise your own fundraising event to raise funds for Step One

Events

Sign up for one of our fundraising events

Our Stories

We rely on your kindness to provide the best possible support for the people we work with. Read their stories to see what a difference you can make to lives of people in Devon.

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