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Making your life easier

How you can help

The work of the Benevolent Fund is greatly appreciated, and your contribution will be gratefully received.

All donations are used to fund our programme of grants to needy pensioners.

Making a Single or a Series of Lifetime Donations

Donations to the Fund can be made by standing order, for regular donations, or by a cheque to the NatWest Group Pensioners Benevolent Fund, Freepost NWGBENFUND.

The Fund is a registered charity so we are able to claim GiftAid. This means that, if you are a UK taxpayer, for every £1 donated we can claim a further 25p from HMRC.

A donation form can be downloaded here.

A Standing Order instruction is also available to download here.

Legacies

Legacies can be a difficult subject to raise as they are linked to a loss, but they are a very good way to ensure an individual leaves behind something to benefit causes they support.

A will, or a codicil if needed, is the best way to ensure your wishes are followed. If you do wish to leave some money to a charity, please consider us, the NatWest Group Pensioners Benevolent Fund.

Our registered charity number is 277974 and our registered address can be found on our Contact Us page.

Leaving a Gift in your Will – a guide to your options and what you can do next.

The best way to ensure that your Will reflects your wishes is to have it prepared by a qualified solicitor. Poorly worded Wills can incur large legal fees for beneficiaries and may mean that your wishes are not met. A properly prepared Will ensures everything is handled efficiently and in the interests of your family, friends, and the causes closest to you.

Your gift can be of any size. £50 is welcome, so is £50,000. 1% of your estate would be wonderful, or any other percentage which helps ensure the future of NatWest Group Pensioners Benevolent Fund.

Legacy gifts to registered Charities are exempt from inheritance tax. The value of your estate for tax assessment is reduced by the value of your gift, so that the tax can be reduced or possibly eliminated.

Recent legislation has added incentives for estates to leave at least 10% to Charities. You can cut the Inheritance Tax rate on the rest of your estate from 40% to 36% if you leave at least 10% of your ‘net estate’ to a charity.

Your solicitor, or other professional advisor, will be able to tell you more.

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“I am so grateful for your help and support.”

Sue