Making a bequest
Leaving a legacy to Action Education: passing on a legacy of solidarity
Making a bequest in favour of Action Education : a significant and lasting gesture to provide education as a legacy. Included in your will, this generous gesture will provide long-term support for access to education, without you losing your assets while you are still alive.
What is a legacy?
Provision in your will, a bequest allows you to pass on as part of your estate all or part of your bequeath assets to an organisation such as Action Education. Your bequest will only take effect after your death: you can therefore amend or cancel your will at any time during your lifetime.
You have the option of bequeath any type of property : sum of money, real estate, furniture, jewellery, works of art, copyright...
You must take care to respect the reserved portions of your direct heirs: children or descendants; the legacy resulting from the available portion (that which is not legally reserved) may be freely allocated to an association.
If you have no heir and there is no will, your property will revert in full to the State.
Why bequeath to Action Education?
By leaving a legacy to Action Education, you will change the lives of thousands of children by providing them with access to education. You will forever associate your name and assets with a cause that is close to your heart.
The legacy enables you to support our future educational initiatives, without dispossessing yourself of your assets until the day you pass away. You can therefore continue to enjoy the property or properties you have decided to bequeath, knowing that they will subsequently contribute to changing the future of generations to come.
Exemption from inheritance tax
You should also know that bequests to Action Education are fully exempt from inheritance tax. All the assets bequeathed will therefore be devoted to the education of children deprived of this fundamental right.
Optimisation in a shared inheritance context
Legacies can be structured to reduce the tax liability of close relatives, in the event of division with unrelated heirs or beneficiaries. For example, a bequest net of tax can enable an exempt association to pass on a net share to a close relative while bearing the tax on the latter's behalf.
Bequeath with confidence
Founded in 1981, Action Education is an association recognised as being of public utility and approved by the Ministry of Education. Our projects are supported by the French Development Agency and the European Union. Each year, our accounts are audited and certified by an auditor, and we publish an activity report.
How to leave a legacy to Action Education?
In order to make a legacy to Action Education, it is compulsory to draw up a will.
You can choose between three types of wills...
Holographic wills
You must write your will by hand, being as precise as possible, dating it and signing it. To be sure that it will be found and taken into account at your death, we advise you to register it with a notary, who can enter it in the Central Last Will and Testament File.
The authentic will
You dictate your will to a civil law notary, who guarantees its authenticity, in the presence of a second civil law notary or two witnesses with whom you are not related. The notary keeps the original copy of your will and registers it in the Fichier Central des Dispositions de Dernière Volonté.
The mystical will
The sealed will may be drawn up by yourself, by a third party or typed. It is then handed to a civil law notary in a sealed envelope in the presence of two witnesses. The latter records this delivery by a "subscription" document, but does not verify the legal validity of your will.
... And three forms of legacy
The universal legacy
It is possible if you do not have any heirs with right to reserve, and allows you to bequeath your entire estate to us.
The universal legacy
You bequeath a share of your assets (30 %, 50 %...) or a certain category of your property: all your furniture, your real estate...
The particular legacy
The sealed will may be drawn up by yourself, by a third party or typed. It is then handed to a civil law notary in a sealed envelope in the presence of two witnesses. The latter records this delivery by a "subscription" document, but does not verify the legal validity of your will.
Our recommendations for drawing up and filing a will
Clearly designate Action Education, specifying its company name, address and status (association recognised as being in the public interest, under the 1901 law). Use a notary to record your wishes and register the will with the Fichier Central des Dispositions des Dernières Volontés, to avoid any omissions or disputes.
It's a good idea to inform the association of your plans: someone will be able to help you, answer your questions and clarify the terms and conditions.
Find out more about the legacy :
Our legacy FAQs :
How to make a legacy to Action Education?
You must draw up a will that specifies your wishes. You can bequeath all or part* of your property (furniture, buildings, works of art, jewellery, vehicles, shares and cash, etc.) to Action Education.
Our status as a public utility association allows us to receive them without paying inheritance tax. For more information, see our section Wealth transfer.
You can contact Audrey Grosjean by mail: [email protected] or on 01.55.25.40.92
*By respecting the rule of the available share: half of your property is obligatorily for your child if you have any.
I did not understand the difference between a legacy and a donation
A bequest is a legal act by which property is passed on after death.
A donation allows you to pass on an asset during your lifetime. It is irreversible and must be the subject of a notarial deed in certain cases.
For more information, see our " The donation "or contact Audrey Grosjean at [email protected] or on 01.55.25.40.92
Can I request that my donation or legacy money be used for a specific purpose?
The money collected by Action Education is generally pooled and used to finance, as needed, all the projects set up by the association in favour of education.
If you have specific wishes, please contact Audrey Grosjean by e-mail, to the address : [email protected] or by telephone, at 01.55.25.40.92.
Is the intervention of a notary necessary for a gift, donation and legacy?
While the intervention of a notary is not mandatory for donations, it is for gifts.
In the case of a bequest, the consultation of a notary is not compulsory but is strongly recommended.
If you have any questions, please do not hesitate to contact Audrey Grosjean by e-mail, to the address : [email protected] or by telephone, at 01.55.25.40.92.
By making a bequest to our Action Education association, you are placing your trust in a solid, recognised and transparent association, so that your assets can serve an educational cause in the long term. It's a thoughtful, free and secure act, with a tangible impact. For further information, ask for our explanatory brochure and be supported every step of the way.
The information collected on this form is recorded in a computer file used by Action Education to respond to your requests, to follow up your transmission project as closely as possible, to inform you of our news and possibly to appeal to your generosity. The legal basis for the processing is Action Education's legitimate interest. The data collected will only be communicated to the following recipients: the association's internal teams and mandated third parties. The data is kept for the time strictly necessary to achieve the aforementioned purposes.
You may access your personal data, rectify it, request its deletion or exercise your right to limit the processing of your data. You may object to the use and storage of your data at any time. Visit cnil.fr for more information about your rights.
To exercise these rights or if you have any questions about the processing of your data, you can contact our Data Protection Officer by post at Action Education - 53 boulevard de Charonne, 75545 Paris Cedex 11, +33 (0)1 55 25 70 00 or by email at [email protected]. You can lodge a complaint with the CNIL.
Find out more about other forms of gifts
For immediate action on education :
To make sense of your savings:
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