Firstly, thank you for all the work you are doing as executor. We understand that being an Executor of an estate can be a daunting task, and if you need any guidance then please do not hesitate to contact our Legacy Team:
Phone: 020 3906 3422
Write: Legacy Team, Tearfund, 100 Church Road, Teddington, Middlesex, TW11 8QE.
Whilst we're unable to provide legal advice, we are happy to offer some guidance.
The Institute of Legacy Management has written a helpful guide for Executors, which you may also find useful.
Download the PDF
What documents and information does Tearfund need to see if they are named in a will?
Tearfund administers all legacy gifts in accordance with the guidelines set down by the Charity Commission.
If we have been left a share of the estate then we would be very grateful to receive:
- a list of the assets and liabilities of the estate
- a copy of the estate accounts when you are ready to make the final payments from the estate
- a tax deduction certificate (form R185)
If we have been left a fixed sum, then we do not need to see any of the additional information listed above.
Please do not hesitate to contact our Legacy Team if you have any questions relating to a gift that has been left to us.
How do I pay a legacy?
Legacies can be paid by cheque or bank transfer.
Cheques should be made payable to ‘Tearfund’ and sent with a covering letter to: Legacy Team, Tearfund, 100 Church Road, Teddington, Middlesex, TW11 8QE.
If you would prefer to make a bank transfer please contact our Legacy Team beforehand either by email: firstname.lastname@example.org or by phone: 020 3906 3422 to arrange this.