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HOW TO LEAVE A LEGACY TO SCOTTISH BALLET

A legacy left in your Will is a practical way to provide meaningful financial support to help secure Scottish Ballet in years to come. For many people this is the most significant philanthropic contribution they will ever make. It is a wonderful confirmation of your love for the ballet, which has been an important part of your life.

Funds received from legacies are invested in the Scottish Ballet Endowment Fund to support the Company over the longer term. The impact of your legacy will be transformational, helping us to shape our future and broaden our impact - what we are today can be even better tomorrow!

INFORMATION TO COMPLETE YOUR LEGACY

Please seek your own legal advice and consult with your close friends or family when considering your gift. Provisions can be made by updating your Will or by adding a codicil which is a supplementary document to your existing Will.

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 us to discuss how your gift can have the greatest impact.

INFORMATION FOR DRAFTING YOUR LEGACY

Organisational information:

The 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 ("The Fund")... the sum of £ or % (or % of the remainder of my estate), to be used for the general purposes of Scottish Ballet at the discretion of the Trustees of the Fund."


SCOTTISH BALLET ENDOWMENT FUND

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 invested in a Charity Authorised Investment Fund, currently managed by Cazenove Capital.

SBEF investments are held in Cazenove Capital’s Charity Multi-Asset Fund, a suite of Funds designed specifically for charities. The Funds encapsulate a comprehensive multi-asset approach: two UK Equity funds, the Charity Equity Value Fund and Charity Equity Income Fund have complimentary styles and the Charity Bond Fund aims to generate attractive regular income and outperform UK government bonds. The Charity Multi-Asset Fund is an FCA authorised non-UCITs Unit Trust.

FUND LAWYER

Brodies LLP

FUND INVESTMENT MANAGEMENT

Cazenove Capital

AUDITORS

Martin Aitken & Co

BANKERS

The Royal Bank of Scotland

TRUSTEES

Fiona Wollocombe (Chair of the Scottish Ballet Endowment Fund)
Norman Murray (Chair of Scottish Ballet)
Richard Rutnagur
Catherine Simpson

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