Leaving a gift in your Will - FAQs

Writing a Will gives you the peace of mind that your affairs are in order. After taking care of your loved ones, writing a Will can also be an opportunity to leave a lasting gift to the causes that you care most about. At Penumbra Mental Health, gifts in Wills can help transform lives of the thousands of Individuals we support each year.

How would my gift be used?

1:1 support

We offer practical and emotional recovery-focused 1:1 support. We help people manage their homes, build relationships and pursue activities, interests and opportunities that are important to them.

Practical support

Our practical support focuses on areas of wellbeing that are important to those we work with. This could include recovery, employment, homelessness, self harm or addiction.

Peer work

Peer workers have lived experience of managing mental ill health. They use their experience of recovery to help others develop skills to manage their mental health and wellbeing.

Housing support

We have a range of projects that offer housing and support. In some, staff are available 24/7 and in others staff visit on a regular basis.

Crisis support

We provide support on a short-term basis at times of crisis. In Edinburgh we have a dedicated crisis centre.

What information do I need to include?

The main things to include are Penumbra Mental Health’s name, address and registered charity number:

Penumbra Mental Health, Norton Park, 57 Albion Road, Edinburgh, EH7 5QY.

Scottish registered charity no: SC010387

How do I choose a solicitor?

Making your Will or making a codicil to your current will are important decisions. If you are considering leaving a legacy to Penumbra Mental Health we would advise that you consult your solicitor to receive reliable and professional advice.

It can be difficult to choose from the hundreds of solicitors available. Penumbra Mental Health would be happy to send you a list of local solicitors from the Law Society. You can also contact them directly.

In Scotland, contact the Law Society of Scotland at www.lawscot.org.uk

In England and Wales, go to www.lawsociety.org.uk

If you are planning on leaving a gift in your Will to the Home, we would love for you to let us know so that we can keep you informed of areas of our work that may interest you.

Gift types

The terms used when leaving a gift in your Will can sometimes be confusing. The most common types of legacy are:

Pecuniary

Leaving a specific sum of money. The value of this will decrease over time, as the cost of living increases.

Residuary

Leaving the total or a percentage of the value of your estate after all other bequests and costs have been deducted.

Specific

Leaving a particular named item as a gift eg a piece of jewellery, furniture or a painting.

Thank you!

Legacies large and small keep our work alive. Please help make sure we are able to support future generations of people in Scotland work towards recovery by remembering Penumbra Mental Health in your Will. Thank you.

We know leaving a gift in your Will is a big thing. So if you’d like more information about us or what to expect, please complete our enquiry form.

Penumbra is a charity (SC 010387) and a company limited by guarantee (SC 091542) registered in Scotland.

Registered Office: Norton Park, 57 Albion Road, Edinburgh, EH7 5QY, 0131 475 2380

If you are completing a self-referral, complete all of section A and then click next to submit the form.

If you are referring someone for support, please complete sections A and B.

Welcome to our online self-referral form. Please complete as much of this form as possible. Once we receive your form, we aim to respond within 72 hours. Thank you.

Please complete Section A (details of the person you are referring) and Section B (your own details as the referrer).

Once we have your form, our team will aim to contact the person you’re referring within 72 hours. Thank you.

SECTION A (the person you are referring): Firstname

Surname

Address

Postcode

Date of Birth

Phone number

We'll normally contact the person by telephone. Let us know if they have a preferred method of contact:

Text Email Voicemail

What challenges is the person facing just now?

What do you think would help to improve the person's wellbeing?

Which of the following options are most suited to the person?

Wellbeing Workshop Peer Support Tools & techniques that promote wellbeing Work or volunteering opportunities Community Activities (e.g. gardening, arts & crafts, gym, walking etc) Addressing practical barriers (e.g. travel confidence, community participation)

Do you have concerns about the person's safety? (please choose one)

Any additional comments

Do you have concerns for the safety of others? (please choose one)

Any additional comments

Is there anything else you would like to tell us about the person that you think would be useful for us to know?

Referrer's Firstname

Referrer's Surname

Referrer's Address

Referrer's Postcode

Referrer's Phone Number

Referrer's Email

Please add any supporting information and detail any risk to lone working that we should be aware of

Date

How can we help you?

Thank you for considering leaving a gift in your Will.

To receive further information about the process and to find out how your gift could be used, please complete and return the form below. Thank you.

Please give us as much information as you can. Once we have your form, our team will aim to contact you within 72 hours. Thank you.

SECTION A: Firstname

Surname

Address

Postcode

Date of Birth

Phone number

We'll normally contact you by telephone. Let us know if you have a preferred method of contact:

Text Email Voicemail

What do you feel are the main challenges you face right now?

What do you think would help to improve your wellbeing?

Which of the following options are most suited to you?

Do you have concerns about your personal safety? (please choose one)

Any additional comments

Do you have concerns for the safety of others? (please choose one)

Any additional comments

Is there anything else you would like to tell us about yourself that you think would be useful for us to know?

Date

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