Charitable Bequest Form

What this form is for

• • Use this form when including charitable gifts in your will
• • Use this form when updating existing estate planning documents to add charitable bequests
• • Use this form for straightforward charitable donations
• • Do not use this form for complex trust arrangements involving charities
• • Do not use this form for non-charitable gifts in your will

Use this form or another form?

Deadline or filing window

There is no specific deadline for completing this form, but it should be done as part of your overall estate planning. If updating an existing will, complete it before making the will legally valid.

Before you submit

• • Form is fully completed with all sections filled
• • Charity's registered name and address are accurate
• • Bequest details are clearly specified
• • Form is properly signed and witnessed
• • A copy has been kept for personal records
• • All supporting documentation is attached if required

How to file this form

1. 1Obtain the correct Charitable Bequest Form from the Courts Service of Ireland
2. 2Complete all sections with accurate information about the charity and the bequest
3. 3Sign the form in the presence of required witnesses
4. 4Submit the form to the Courts Service of Ireland through their preferred method
5. 5Keep a copy for your records
6. 6Inform the charity of your bequest if you wish to do so

Known limitations

• • This form may not cover complex charitable trust arrangements
• • It may not address specific tax implications of charitable bequests
• • The form may not be suitable for non-traditional assets as bequests
• • It may not cover situations where the charity ceases to exist
• • The form may not address international charitable organizations