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Charity Donation In A Will

I'm currently executing a Will which at first glance looked pretty simple and have been granted probate.

The Will leaves one gift to a charity and then the residue to be divided equally between some named people.

The charity gift is very specific and gives the name, address and registered charity number. The issue I have is this charity no longer exists but seems to have amalgamated with several others some years ago, in fact before the Will was even written! Does this mean that this gift fails or should it be paid to the new charity? There is no mention of successors or alternative charities if that makes a difference.

Thanks.

Comments

  • lincroft1710
    lincroft1710 Posts: 19,613 Forumite
    Part of the Furniture 10,000 Posts Photogenic Name Dropper
    edited Today at 5:01PM

    I am not an expert but if the charity ceased to exist prior to the making of the will, I would have thought the bequest would fail. Perhaps a solicitor could advise for a nominal fee

    If you are querying your Council Tax band would you please state whether you are in England, Scotland or Wales
  • Keep_pedalling
    Keep_pedalling Posts: 23,262 Forumite
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    If charity no longer exists because it has been wound up then the bequest fails, but I do not believe that to be the case if it has been merged with other charities.

    https://www.gov.uk/government/publications/register-of-merged-charities/guidance-about-the-register-of-merged-charities

  • WYSPECIAL
    WYSPECIAL Posts: 826 Forumite
    Part of the Furniture 500 Posts Name Dropper Combo Breaker

    Thanks,

    I've done a bit of Googling and got this:

    Charity number XXXXXXX, known as YYYYYYY did not merge out of existence. Instead, it updated its structure and re-registered under a new charity number AAAAAAA, operating today under the name BBBBBBB.

    So it has a new name, new address and new charity number but does it count as the charity mentioned in the Wil that the gift was to be left to?

  • elsien
    elsien Posts: 38,066 Forumite
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    This is obviously not a legal answer, but based on the intentions of the person who wrote the will, probably yes.
    I would suggest, though that legal advice may be the way to go. Particularly if you think any of the beneficiaries might object.

    All shall be well, and all shall be well, and all manner of things shall be well.

    Pedant alert - it's could have not could of.
  • Albermarle
    Albermarle Posts: 32,187 Forumite
    Eighth Anniversary 10,000 Posts Name Dropper

    Is the charity largely still operating in the same area of need, with the same objectives ?

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