Individuals may wish to leave money in their Will to help further the aims of the Swanage Railway Trust. They may do so by including a clause in their Will leaving the amount or asset to be donated to 'Swanage Railway Trust - Registered Charity No. 1087318'. Monies going directly to the Trust in this way will be potentially eligible for inheritance tax relief on that portion of the Estate, as will the value of railway memorabilia and collections left to the Trust.

Leaving money or assets to charities has become particularly attractive as more individual Estates exceed the nil rate band for inheritance tax.

The Trust also asks any benefactors who may have nominated the earlier 'Southern Stream Trust' to amend their Will to the 'Swanage Railway Trust - Registered Charity No. 1087318' to ensure their wishes are respected as the earlier Railway Project Trust will be wound up in due course.