Remember us (legacy giving)

One way in which many people chose to give and make a difference is by remembering us in their will.  Every gift in a will, no matter how large or how small is used locally to make a difference to the lives of people in need.  Leaving a legacy will cost you nothing today, but it will make a real difference

to the quality of lives of future older people and young people.

There are different ways in which you can remember us such as a residuary legacy (a portion of what you own after your family or friends have received what you want to give them) or a pecuniary legacy (a fixed cash sum).

 

If you don't already have a will, you could use the following wording in your will:

 

For pecuniary bequests:

 

I give to Sir Josiah Mason Trust at Mason Court, Hillborough Road Olton, Birmingham B27 6PF (registered charity number 1179890) , the sum of £______ free of all taxes, for its charitable purposes, and I declare that the receipt of the Chief Executive or other authorised officer will be sufficient discharge to my executors.

 

For residuary bequests:

 

I give the residue or __% of my estate to the Sir Josiah Mason Trust at Mason Court, Hillborough Road, Birmingham B27 6PF (registered charity number 1179890) for its charitable purposes, and I declare that the receipt of the

Chief Executive or other authorised officer will be sufficient discharge to my executors.

Already have a will?  That's fine, you can fill in a Codicil Form which is available here: Please click here.

 
Link to Care Quality Commision
Elderly Accommodation Counsel
Homes and Communities Agency
National Housing Federation Member
Link to Housing Ombudsman Service
Link to the Almshouse Association

SJMT is a Registered Charity, a Registered Housing Association and a Company Limited by Guarantee.

Charity Number:  1179890  |  Company Number: 11416213

 

Mason Court
Hillborough Road
Solihull
B27 6PF

 

(c) Sir Josiah Mason Trust - all rights reserved

PRIVACY POLICY