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Scotland

Guidance for professional executors

Gifts in wills make up a significant proportion of Shelter Scotland’s voluntary income. We are incredibly grateful for all your efforts in administering this estate and helping us to achieve our vision of safe, secure, affordable housing for everyone.

How to pass a gift to Shelter Scotland

A set sum of money (e.g. £500)

To pass Shelter Scotland a gift of a set sum of money, please email our Senior Legacy Administration Manager, Tom Newton, at legacyadmin@shelter.org.uk (or include a cover letter with any cheque sent by post), confirming:

  • the full name and last address of the person who has left the gift to Shelter Scotland

  • the gift amount (please include a copy or extract of the will showing the gift to Shelter Scotland)

  • the date any bank transfer to Shelter Scotland was made

  • the contact details for any family members or friends who would be happy for us to contact them to say thank you.

Shelter Scotland’s Charity Registration Number is SC002327.

A share of the residue an estate (e.g.10%)

To help us fulfil our regulatory obligations to our trustees and beneficiaries, please send us the following documents once you begin the administration of the estate:

  • a copy of the will and any codicils showing the gift to Shelter Scotland

  • a schedule of the estate assets and liabilities as recorded at the date of death for probate purposes (or copy form C1 including liabilities)

  • any inheritance tax calculation already completed

  • any relevant property valuation reports that you may have already obtained

  • your terms of business and projected costs

  • the contact details for any family members or friends who would be happy for us to contact them to say thank you

Please email this information to our Senior Legacy Administration Manager, Tom Newton, at legacyadmin@shelter.org.uk.

Alternatively, you can post paper copies to Tom Newton, Senior Legacy Administration Manager, Shelter Scotland, Scotiabank House, 6 South Charlotte Street, Edinburgh, EH2 4AW.

Another type of gift (e.g. a specific item)

If Shelter Scotland has been left a different type of gift, such as a specific gift of property or shares, then please email Tom Newton, Senior Legacy Administration Manager at legacyadmin@shelter.org.uk to discuss further.

How to make a payment

We have different methods of payment available.

Pay by bank transfer

To make a payment by bank transfer, please use the following details:

Account name: Shelter, The National Campaign for Homeless People Limited

Sort code: 30-00-02

Account number: 01167206

Reference: Please use reference – LEGACY/surname of the deceased

We will send you our formal confirmation of receipt for your executor records.

Pay by cheque

Please send any cheque made payable to Shelter Scotland to: Tom Newton, Senior Legacy Administration Manager, Shelter Scotland, Scotiabank House, 6 South Charlotte Street, Edinburgh, EH2 4AW.

Please include a cover letter with the cheque confirming:

  • the full name and last address of the person who has left the gift to Shelter Scotland

  • the gift amount (please include a copy or extract of the will showing the gift to Shelter Scotland)

We will send you our formal confirmation of receipt for your executor records.

Additional considerations

We have compiled some information for executors when administering an estate with a gift to charity.

Read considerations

Continue their story

We would love to learn more about the person who has left us a gift in their will, and why they chose to support Shelter Scotland in this incredible way.

If you are happy to share their story, please add a message about them on our dedication page.

Their legacy lives on in the lives of their loved ones and the people they’ve helped.

Angel and Louise in an embrace and smiling.

Our contact details

Please get in touch with Tom Newton, Senior Legacy Administration Manager if you have any questions.

Email address: legacyadmin@shelter.org.uk

Telephone: 0344 515 1322

Postal address: Legacy Team, Shelter Scotland, Scotiabank House, 6 South Charlotte Street, Edinburgh, EH2 4AW