Your Legacy
Help make a difference
Leaving a gift in your will to the Stephen Perse Foundation, however large or small, will help us to extend access to the exceptional education we offer.
Philanthropy has always been part of our history – indeed, we trace our roots to the 17th century and founder philanthropist Stephen Perse. Regrettably, we have no endowments and have always depended on the generous help of our friends and supporters. Legacies are one of the ways in which former pupils and other members of the Foundation community enable the school to continue to provide a life-changing education.
Making a lasting difference
As well as life-time gifts, many alumni have made a significant donation through a legacy to the Stephen Perse Foundation. As the Foundation is a registered charity, funds bequeathed to it in your will are free of inheritance tax in the UK. Donors should consult their financial advisor and/or solicitor for expert advice. There are tax benefits in other countries, though we advise alumni to consult a solicitor if considering making a bequest to the Stephen Pese Foundation from outside the UK.
There are several ways to include the Stephen Perse Foundation in your Will. We suggest you begin by consulting your solicitor, who can advise on the most appropriate steps for you. A legacy to the Stephen Perse Foundation can be included in a Will when it is first drawn up, or added as a codicil to an existing Will.
There are various particular means of making a bequest: a Pecuniary Bequest is a simple legacy of a specific sum of money left to a named beneficiary; a Residuary Bequest leaves all or part of the residue of your estate to the Foundation; and a Reversionary Bequest leaves your assets to a named individual for their lifetime, after which the whole, or a specified proportion thereof, reverts to the Foundation.
If you would like a confidential discussion about helping to support the next generation of young people please do contact Heidi Hall or Helen Cornish in the Development Office.