Trusts and Foundations
Information for solicitors
This page is designed specifically for legal professionals, in order to help you advise those clients who wish to leave a legacy to Birmingham Royal Ballet, and administer their estate.
We have included a range of practical information, including all our contact details, some frequently asked questions and downloadable materials which will help you inform your client.
If you require any assistance do not hesitate to contact the Development team on 0121 245 3500 or e-mail Development@brb.org.uk
Solicitors' Frequently Asked Questions
I am in the process of administering an estate which includes a legacy to Birmingham Royal Ballet. To whom should I send the proceeds?
Please send the all monies to our head office address, which is:
Birmingham Royal Ballet
To whom should I make the cheque payable?
Cheques should made payable to Birmingham Royal Ballet.
What are your registered details and charity number?
Our Registered Name & Office is: Birmingham Royal Ballet, Thorp Street, Birmingham, B5 4AU. A company limited by guarantee registered in England & Wales Company (3320538) and a charity registered in England and Wales (1061012).
Do you accept BACS payments?
Yes. Please call the Development team for our banking details.
Which wording should I use?
We have drafted some different forms of wording, depending on what type of legacy your client wishes to leave.
The suggested wording to leave a residuary legacy is:
'Subject to the payment of my debts, funeral and testamentary expenses, I give (the whole/ (insert percentage value) of my estate not otherwise disposed of by this my will to Birmingham Royal Ballet of Thorp Street, Birmingham B5 4AU, registered charity number 1061012, for the general purposes of the Charity*, and I declare that the receipt of their Treasurer or other proper officer shall be a full and sufficient discharge.'
The suggested wording to leave a pecuniary legacy (specific sum) is:
'I give free of tax to Birmingham Royal Ballet of Thorp Street, Birmingham B5 4AU, registered charity number 1061012, the sum of £________ for the general purposes of the Charity*, and I declare that the receipt of their Treasurer or other proper officer shall be a full and sufficient discharge.'
The suggested wording to leave a specific item is:
'I give to Birmingham Royal Ballet of Thorp Street, Birmingham B5 4AU, registered charity number 1061012, absolutely (write in here whatever you wish to give) for the general purposes of the Charity*, and I declare that the receipt of their Treasurer or other proper officer shall be a full and sufficient discharge.'
*Should you wish your legacy to be used for a specific purpose, please contact us. We would be delighted to discuss with you the full range of work that requires support and can suggest suitable wording to ensure we can carry out your wishes accordingly.
Do you have any literature available?
We have several different pieces of literature available, and would be happy to forward them to you or your client. Please use the 'Request our will-making guide' link to the right.
How can my client let you know that they intend to leave a gift to Birmingham Royal Ballet?
Fill out our pledge form if your client would like to notify us that they have left us a gift in their will. They can complete the form and post it back to us. This will enable us to thank them and keep in touch.
How does my client meet you to learn more?
Please ask your client to contact us. We would be delighted to meet with them, give them a guided tour and discuss the full range of charitable activities Birmingham Royal Ballet undertakes.
Can you give me an example of how a legacy has been used?
Garry Stewart's groundbreaking ballet The Centre and its Opposite, created in 2009, was almost wholly funded with a legacy from Tony Davies,
a supporter through regular small gifts, but who was not
able to give a large sum during his
Tony loved new work
and was passionate about its creation
and about extending ballet
to new audiences. It is entirely fitting,
therefore, that even the solicitor
who executed his will was in the audience when The Centre
and its Opposite was first performed in
Find out more...
Request our will-making guide
We would be very happy to discuss the full range of work that requires support, and answer any questions you may have about our work or making a will. We can suggest suitable wording to ensure we can carry out your wishes accordingly.
Please e-mail Geoff Sweeney or telephone him on 0121 245 3500 to talk or to arrange to meet; you are welcome to visit our offices and studios and see our work behind the scenes, or we can arrange to visit you in your home.