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How to leave a gift in your Will to the Scottish Ballet Endowment Fund

A gift left your Will is a practical way to provide meaningful financial support to help secure Scottish Ballet in years to come. Large or small, this might be the most significant philanthropic contribution you might ever make. It is a wonderful confirmation of the love you have for your national dance company, which has been an important part of your life.

Funds received from gifts in Wills are invested in the Scottish Ballet Endowment Fund to provide long term support for the company’s productions, projects and health and wellbeing programmes across the country.

 

Information to leave a gift in your Will

Please seek your own legal advice and consult with your close friends or family when considering your gift.

Specific legacy: A gift of a particular amount or a specified percentage of your estate.

Residuary legacy: A gift of all or part of the property remaining in your estate after debts, expenses and specific bequests have been paid.

 

Types of gift

Gifts can be made in the form of funds or property including shares or real estate.

Please contact Director of Philanthropy, Antonia Brownlee, on antonia.brownlee@scottishballet.co.uk to discuss how your gift can have the greatest impact.

 

Information for drafting a gift in your Will

Full legal name of the company is: Scottish Ballet Endowment Fund

Registered Charity number: SCIO (SC049065)

Suggested wording:

“I give and bequeath to the Scottish Ballet Endowment Fund, Scottish Charity Number SC049065 (“the Fund”) the sum of £x (or the whole or % of the residue of my estate), to be used for the general purposes of Scottish Ballet at the discretion of the Trustees of the Fund.”

How a gift in your Will will be invested

Established in 2008 as a Registered Scottish Charitable Incorporated Organisation (SC049065), the Scottish Ballet Endowment Fund is independent of Scottish Ballet and is administered by its own independent trustees. Legacies to the Scottish Ballet Endowment Fund are currently invested in Charity Authorised Investment Funds managed by Cazenove Capital, the largest charity investment manager in the UK.

SBEF investments are currently split across Cazenove Capital’s Charity Multi-Asset Fund (CMAF) and its Charity Sustainable Multi Asset Fund (CSMAF). Both funds seek to generate sustainable returns over the long-term by blending a diversified range of assets, managers and strategies. CSMAF specifically intends to have a positive impact on people and the planet by avoiding harm through ESG integration and exclusions, benefiting stakeholders through responsible business activities and contributing to solutions by allocating to impact investments.

FUND LAWYER

Burness Paull

FUND INVESTMENT MANAGEMENT

Cazenove Capital

AUDITORS

Martin Aitken & Co

BANKERS

The Royal Bank of Scotland

TRUSTEES

Catherine Simpson (Chair of Scottish Ballet Endowment Fund)
Eleanor Bentley (Scottish Ballet appointee)
Colin Crosby
Richard Rutnagur
Fiona Wollocombe