What will your legacy be? (UK)

LEGACY GIVING
Investing in the future
Legacy gifts have transformed Queen’s over the
centuries. Starting with Robert de Eglesfield and
Queen Philippa in 1341, and continuing through the
following seven centuries, these deeply personal gifts
have enriched our students’ experience, developed
our excellence in research and teaching, enhanced our
historic buildings, and sustained the College community.
‘Every legacy gift is an investment
in the future of Queen’s and the
next generation of students and
researchers. We are most grateful.’
– Dr Claire Craig, The Provost
Legacy gifts are invested as part of the College’s
endowment, where they join the generous gifts made
by previous generations of Old Members and Friends.
All legacy gifts are carefully stewarded so that they
have a lasting impact – creating sustained income
to support the current and future members of the
Queen’s community.
Recent legacy gifts have included support for the
Library to purchase books and to digitise historical
material in the Special Collections and Archives.
Photo: Gareth Ardron
PLANNING
YOUR GIFT
Legacy gifts are used to support our students
achieve their ambitions and prepare for their futures.
Thank you for your interest in leaving a gift in your will to
Queen’s. We always advise speaking to a legal adviser
when planning a legacy gift, so that your will meets
your needs, supports your family and loved ones, and
takes advantage of any tax benefits from making a
charitable gift.
A gift in your will can be any amount and given as:
• A fixed amount of money (pecuniary legacy)
• A percentage, or the whole, of your estate
(residuary legacy)
• A particular object, asset or property
(specific legacy).
Photo: Edmund Blok
PREPARING YOUR
WORDING
Here is sample wording for including Queen’s in your
will or living trust.
‘I give________ (the whole, an amount or a percentage
share) of my estate to the Provost and Scholars of
The Queen’s College in the University of Oxford to be
used for__________, and I declare that the receipt of the
Provost or other duly authorised officer shall be a full and
sufficient discharge to my Executors.’
If you have already made a will, you can add a gift to
Queen’s by using a simple codicil. Please contact us
for an example document.
THE TABERDARS’ SOCIETY
The Taberdars’ Society honours the
generosity of those who intend to leave a gift to
Queen’s in their wills. Our annual luncheon and
other events give members the opportunity to meet
old and new friends, and to learn about the latest
developments at College. If you would like to join
the Taberdars’ Society, we would be delighted to
hear from you.
Photo: David Fisher
The Queen’s College is a charity and gifts left in your
will to Queen’s are exempt from UK inheritance tax.
If more than 10% of your net estate is given to charity,
the overall tax rate is reduced from 40% to 36%. More
information about UK tax relief when leaving gifts to
charity in your will: https://bit.ly/3ONaIK6
Meeting the College Librarian, Dr Matthew Shaw,
at the Taberdars’ Society Luncheon in 2023.