Legacy Booklet

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30/03/2016 00:59

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Freepost RTTJ–TXXJ–XZLU Shared Interest Society Ltd Pearl Assurance House 7 New Bridge Street West NEWCASTLE UPON TYNE NE1 8AQ

NEWCASTLE UPON TYNE NE1 8AQ

Freepost RTTJ–TXXJ–XZLU Shared Interest Society Ltd Freepost RTTJ-TXXJ-XZLU PearlLtd Assurance House Shared Interest Society 7 New Bridge Street West Pearl Assurance House NEWCASTLE UPON TYNE 7 New Bridge Street West NE1 8AQ

Your Legacy.

We believe helping someone to build a strong business is a sustainable and respectful way to fight poverty.

Kwazi handcrafts, Swaziland Cann cocoa cooperative, Ivory Coast

Priceless.

No matter which country you call home, life revolves around doing the best you can for yourself, and for your family.

But for many people living in the developing world, every day brings a challenge to put food on the table, and to earn a fair income.

At an age when we expect to retire here in the UK, many people are still working to support their grandchildren who have lost their parents to HIV/AIDS. At Shared Interest Foundation we believe that everyone deserves the chance to provide for themselves and their families.

After remembering your family and loved ones in your Will you could leave a gift that will make a lasting difference to people’s lives and future generations.

Black Mamba, Swaziland

Here’s what we do Shared Interest Foundation, sister organisation to Shared Interest Society, is a registered charity that relies upon legacies, grants and donations to deliver life changing projects in the developing world.

Together with Shared Interest Society we offer a vital combination of business training and fair finance.

By delivering training, creating access to fair finance and developing local support networks, Shared Interest Foundation provides the opportunities for fair trade producers to grow, and create vital employment opportunities that transform communities.

If you would like to help Shared Interest Foundation support people who want to create a better future for their families, you can arrange to leave a gift to us in your Will.

There are many ways to do this and, no matter how big or small, the value will be priceless for the next generation.

ETWORKS working STRONG N ief, we began BUILDING for f Comic Rel ning pport o usiness trai With the su providing b , 10 20 in in Swaziland t sector. the handcraf

KHONTA ROBERT M MILY CREATIONS FA ROBERT & ily business

is a fam ily Creations khonta of Robert & Fam y Robert M b 06 20 in ed und ique wooden that was fo y creates un an p m co he T gs, and has Nhlangano. ces to earrin ie p ck ent ne m o t developm jewellery, fr g the produc in w llo fo ed truly evolv ith experts. s sessions w mind in term opened my ly al re ur s yo t ha ea w to tr “This training ess and ho s, g your busin nsider trend co t us of managin . that you m ts nt uc ar d le ro I p s. g customer ore makin ef b ns o as and se ely. Most customers, y money wis m g in us d profit an I am able improving so “I am gaining lly ua d ra g les are vitally, my sa mily.” fa y m to feed

HELPING BUSINES SES GRO W

KABUBO NI COFFEE FARMER S’ CO-OP ERATIVE Kabuboni Coffee

Farmers’ coffee pro Co-opera ducer situ tive is a F ated on th airtrade Mount Ke e eastern nya. slopes of Shared In terest Fou ndation m organisati entored th on, provid e in g them wit enable mo h busines re of their s training fa rm ers to crea of income to te an extra through d a ir source y fa our suppo rm in g .

S ince receiv rt in 2014 , sales vo ing almost ten lumes hav fold and th e increase e number d cooperati of farmers ve has tre within the bled.

Kabuboni Chairman said: “Our today; the farmers a y are bett re better o er off man before, th ff y times th ey have a a n they were re gular sourc able to pa e of incom y school fe e, and are es freely.”

GLUE HERE

Leaving a legacy

COMPLETE THE FORM BELOW TO LEAVE A LEGACY

Standard form of nomination of shares in Shared Interest Society Limited

(section 37 of the Co-operative and Community Benefit Societies Act 2014)

I would like to leave a gift of up to £5,000 If you have up to £5,000 invested in Shared Interest Society Limited you can arrange to leave it to Shared Interest Foundation by completing this form and returning it to us.

I/We, the undersigned, do hereby name the person below specified to succeed upon my death to (please tick as appropriate): The full amount of my Share Account investment

If you have more than £5,000 invested in Shared Interest Society Limited you can still arrange to leave the first £5,000 to Shared Interest Foundation by filling in and returning the form opposite, but for anything over that you will need to make a provision in your Will stating that you would like to leave your Society investment as a legacy to Shared Interest Foundation.

specific amount of £ A investment (please fill in amount)

Joint Account Holders Shared Interest’s rules detail that on the death of a joint holder their share shall revert to the survivor or survivors. For you to nominate your investment to Shared Interest Foundation, all joint holders will need to sign the form and upon the death of the last surviving shareholder the investment will be donated to Shared Interest Foundation. Where the amount you choose to leave is above £5,000, each account holder will need to make a provision in their Will.

To get started just complete the form opposite and post it back to us.

Shared Interest Foundation 0191 233 9100 foundation@shared-interest.com www.shared-interest.com/ourcharity @SharedIntFdn

of my total share account

N.B. Please remember that this form can only guarantee the first £5,000 of any gift. For any amount above the first £5,000 you will need to make a specific provision in your Will.

Shared Interest Foundation Registered Charity Number 1102375

Full name of nominee:

We believe everyone deserves the chance to provide for themselves and their families.

Shared Interest Share Account number: Sole/Joint Shareholder Name: Sole/first joint shareholder signature: Date: Second joint Shareholder Name: Signature:

Date:

Third joint Shareholder Name: Signature:

Date:

Fourth joint Shareholder Name: Signature:

Date:

Cann cocoa cooperative, Ivory Coast GLUE HERE

For any changes to your Will we would always suggest that you speak to a solicitor.

GLUE HERE

I would like to leave a gift of more than £5,000