²ÝÁñÊÓƵ

Remembering ²ÝÁñÊÓƵ in your Will

Legacies have played, and continue to play, a major part in the history of ²ÝÁñÊÓƵ. As a charitable institution, bequests to the ²ÝÁñÊÓƵ are free of Inheritance Tax. Including a legacy in your Will, or adding a Codicil, is a simple matter, although we do strongly advise that you take professional legal advice.

If you choose to remember the ²ÝÁñÊÓƵ in your Will, do please let us know so that we can ensure that all aspects of your plans are fully understood and so that we can thank you appropriately. This will not represent a binding commitment, and your plans will be treated in the strictest confidence.

Legacy gifts to ²ÝÁñÊÓƵ are exempt from Inheritance Tax in the UK. In addition, if you leave charitable gifts in your Will that amount to 10% or more of your chargeable net estate, the inheritance tax rate on the your estate may be reduced from 40% to 36%. We recommend speaking to your financial adviser who will be able to discuss your personal situation.

For Old Members in the United States, New College is part of a consortium with a number of Oxford colleges to facilitate methods of . Specialists in Planned Giving services will provide advice on ways to support ²ÝÁñÊÓƵ while taking advantage of favourable federal and state tax laws.

The Wykeham Society

The Wykeham Society exists to thank everyone we know of who has helped us or who intends to help us in their estate plans, to give us a way of keeping in touch with you, and a way of keeping you in touch with us. We hold an annual Wykeham Society celebration – whether lunch, a concert, or a dinner – to thank you and to share with you our plans for the ²ÝÁñÊÓƵ's future, and to hear your feedback.

Suggested Wording for your Will

A Pecuniary Gift

I give the sum of £ _____________ (in figures and words) to ²ÝÁñÊÓƵ (Registered Charity No. 1142701). I direct that the receipt of the Bursar for the time being of the ²ÝÁñÊÓƵ shall be a sufficient discharge to my executors.

A Residuary Gift

I give the whole (or a _______________ share)* of the residue of my estate to ²ÝÁñÊÓƵ (Registered Charity No. 1142701). I direct that the receipt of the Bursar for the time being of the ²ÝÁñÊÓƵ shall be a sufficient discharge to my executors.

In the USA

"I give (_____ dollars) (_____ percent) (all of the residue of my estate) to the Trustees of the American Friends of ²ÝÁñÊÓƵ, Ltd, a 501(c)(3) charity, for the benefit of ²ÝÁñÊÓƵ, Oxford, England (IF the bequest is for a specific purpose, state the purpose, "although I understand that this request is not binding on the part of the Trustees")."