Legacy giving is one of the most meaningful forms of benefaction. You are remembering and supporting the causes closest to your heart and committing a lasting gift to the School.
By leaving a gift in your will to the Gresham’s Foundation, you are playing a vital role in the future of the School, helping to ensure Gresham’s remains a leading educational institution that provides opportunities to young people whose families require financial support.
Please consider leaving a gift to Gresham’s.
AREAS TO SUPPORT
When leaving a gift to the Gresham’s Foundation (registered charity No. 1109441), you can decide whether your support is unrestricted (to be used at the School’s discretion), goes towards the endowment, or should be directed to an area of the school or specific charitable objective that is most important to you. You may wish to donate towards the bursary programme, the Chapel, Music, Sport or one of the houses at Gresham’s, for example.
WELCOME TO THE SIR JOHN GRESHAM SOCIETY
By remembering Gresham’s in your will, you will be welcomed into the Sir John Gresham Society, which recognises donors who have committed to supporting the School in such a way. Every two years Gresham’s hosts a lunch in Big School to thank all Sir John Gresham Society members for their lasting gift. Society members will also receive invitations to other special events in School each year.
DOWNLOAD OUR LEGACY BOOKLET
“One of Gresham’s strengths is its emphasis on drawing out each pupil’s talents, whether they be academic, sporting, artistic or musical. It doesn’t try to fit every one of its pupils into some “mould”. Rather, boys and girls are helped and encouraged to bring out their individual flair. Added to that is the delightful setting, in 160 acres of North Norfolk countryside! I’m happy to think that my bequest will, in some small way, help more young boys and girls to gain the wonderful start in life that
Gresham’s gave me.”
David Shove – Farfield ’64 & member of The Sir John Gresham Society
LET US KNOW YOUR INTENTION
If you choose to remember the School in your will, please do let us know so that we can ensure all aspects of your plans and wishes are fully understood and we can thank you appropriately. Please note this will not represent a binding commitment and your plans will be treated in the strictest confidence.
download our legacy
intention form
INHERITANCE TAX BENEFITS
Legacy giving is one of the most meaningful forms of benefaction. It is also free from inheritance tax, making it a particularly tax-efficient form of donating to charity.
TYPES OF LEGACY
- RESIDUARY
By this route, you can leave the School the residue of your estate or a share of it: the School receives what is left when other bequests along with taxes and the costs of settling the estate have been paid. This has the added advantage of automatically keeping up with inflation.
- PERCUNIARY
Also known as a monetary gift, this is a simple legacy of a specified sum of money to a named beneficiary, which you can arrange to be increased in line with inflation.
- REVERSIONARY
This enables you to leave a life interest in your estate to a dependent or other beneficiary during their lifetime, after which it reverts to the School.
- CONDITIONAL
This addresses the possibility that if none of your named dependents survive you, your net estate will be left to the School.
- SPECIFIC REQUEST
A legacy need not be in the form of money. Specific gifts, such as property, valuables or stocks, shares and other securities can also be bequeathed to the School.
CONTACT US TO DISCUSS YOUR LEGACY
For further information or to discuss your legacy, please contact Ed Margetson, Director of Development,
on 01263 714529 or email [email protected]