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Be very wary about percentage charity donations

2 replies

Pebbles16 · 14/01/2025 21:28

A family member is an executor of his parent's estate and they have left a percentage value to two charities (50% to family and 25% each to the charities). The charities' legal/probate teams have become involved and it's a nightmare. Apparently they can overrule offers on the family home, personal donations (jewellery) - that weren't specifically referenced in the will etc.

My thoughts are: if you want to donate to a charity, ring fence a specific amount.

At the moment, the executor is being pressured to sell to a developer rather than a family. He wants the latter and the charity is demanding the former.

OP posts:
Boffle · 14/01/2025 21:31

I have heard of this before and warned on threads on here. Charities can be ruthless and make things very difficult for executors.
If you want to donate make it a fixed sum not a percentage.

Harassedevictee · 15/01/2025 16:57

The trouble is ringfencing an amount can backfire too. If you leave £10k to charity and due to care home fees your net estate is £8k, only the charities benefit.

Whilst still not perfect, leave an expression of wishes asking your executors to gift % or £ to these charities.

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