Legacy Giving - How your gift could help education for the long term.

Leaving a gift in your Will to St George’s is another way of supporting once you have addressed the needs of your family and other commitments. Such a meaningful gift requires much thought and some professional legal and financial advice. You will find some answers to general questions you may have below. As with any donation made to the School, we like to be able to say thank you in your lifetime and ensure that we understand the impact you would like your donation to have in the future. Planned gifts also allow the School to make long term plans, securing the future of a Georgian education. You will find a pledge form here which you can use to outline your wishes.

College Headmistress, Rachel Owens shared with us why a gift in your Will would help St George’s develop more bursary support for future generations.

“Back in 2014, a couple of years before I started in my role as Headmistress of St George’s, I came to visit the school. I was friends with Joe Peake, the previous Head, and he invited me here for lunch. I’ll always remember that first visit, as Joe led me along the merrily bustling corridors at St George’s, I was struck be the thought, ‘What an amazing school. What a fantastic place!’ But I couldn’t put my finger on why. As I’m sure you know yourself, there is something extraordinary about St George’s. Even now, after several years in the lucky position of being Headmistress, I still struggle sometimes to articulate what it is that people respond to so powerfully when they first set foot on our grounds. What I can tell you is that one of the things that attracted me to the school, the reason I jumped at the chance of applying for the job when the opportunity arose, was the knowledge that St George’s had a strong tradition of bursary funding.

Tradition is often spoken of as an end in itself, as something automatically worthy of respect. Although I’m a historian – maybe because I am a historian- I don’t tend to like traditions for their own sake. I love the traditions that survive because they work, they enrich our lives. It’s incredibly important to me that we continue to be able to welcome students to our school, no matter what their background and financial situation. In fact, we must expand our offering, giving the necessary support to even more families, so that we can keep creating that rich mix of personalities, abilities and aspirations that make our school what it is.

If a child belongs at St George’s, we want them to come here. It is as simple as that. And bursaries are critical in making that possible.”

THE ORCHARD SOCIETY

The Orchard Society has been established so that we can say thank you within your lifetime for making the decision to leave an extraordinary gift in your Will and enables us to show you what a difference you can make in years to come. The Orchard Society recognises the commitment and generosity of you and your fellow legacy pledgers. As a member you will receive invitations to school events such as concerts and theatre productions with exclusive pre-drinks receptions, tours of the School, exclusive lunches and receptions and updates from the Development Team.

YOUR QUESTIONS ANSWERED

Q. What are the different types of gift I can give to St George’s in my Will?
A. You can choose to leave a pecuniary gift, a specific sum of money or a residual gift, a percentage or share of your estate once all other gifts and payments have been made. The latter is often preferred as it ensures that your gift keeps in line with inflation. A gift of even 1% of your estate can go on to make a huge difference to a child’s life.

Q. Will inheritance tax be payable on any charitable gifts in my Will?
A. No, charitable gifts are exempt from inheritance tax. They can also help to reduce the amount of tax on your estate.

Q. Do I need to consult a solicitor before writing or amending my Will?
A. We do recommend consulting a solicitor and you can find one local to you, who specialises in Wills through the Law Society at lawsociety.org.uk

Q. Who can I contact if I have further questions?
A. Our Director of Development, Caroline Long, is available to answer any other questions you may have, or to give you more information on what a gift in your Will to St George’s can do. Please email: development@stgeorgesweybridge.com

 


 

SUGGESTED WORDING FOR YOUR WILL

The following might assist you or your solicitor when writing or amending your Will.

To leave a share of your estate:

I give to St George’s Weybridge of Weybridge Road, Surrey, KT15 2QS, registered charity number 1017853, [all/_% of the residue] of my estate absolutely for its general charitable purposes and I declare that the receipt of the proper officer of the charity for the time being shall be a full and sufficient discharge to my executor(s).

To leave a cash gift:

I give to St George’s Weybridge of Weybridge Road, Surrey, KT15 2QS, registered charity number 1017853, the sum of [£ specify words and figures] free of tax for its general charitable purposes and I declare that the receipt of the proper officer of the charity for the time being shall be a full and sufficient discharge to my executor(s).