Leaving a Legacy
Leaving a Legacy to MSJ
Some of our donors choose to leave a gift in their Will. We understand that decisions such as this are very personal, and that the interests of your dependants must always be considered first. However, we hope it is still possible for you to include Malvern St James in some form in your Will. It need not entail making a new Will; you can simply add a Codicil to include Malvern St James (charity no. 527513).
What type of legacy can I leave?
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There are several types of legacy which you may wish to discuss with your legal adviser. Each of these has tax advantages for both you and the School, because all legacies are free of Inheritance Tax, as are gifts of shares and property. These include:
- A pecuniary legacy which specifies the precise amount;
- A residual legacy expressed as a proportion of your estate that remains after other bequests have been honoured;
- A reversionary legacy which passes to the School only after the death of those closest to you;
- A conditional legacy which names the School as the recipient of your estate, should your nominated heirs not survive you;
- Alternatively you can leave money to the School in the form of Life
- Assurance, shares or property
Your own solicitor will be able to advise on the best way for you to make a bequest to Malvern St James.
How do I let Malvern St James know that I pledged a legacy?
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If you feel able to let us know about your legacy, which would help greatly in planning, would you kindly complete the Legacy Pledge Form below.
Please return this form to the Development Office, Malvern St James Girls’ School, 15 Avenue Road, Malvern, Worcestershire, WR14 3BA
Telephone: 01684 892288
Email: meredf@malvernstjames.co.uk
Registered charity no. 527513
We recommend that you keep a copy of the completed forms for your records.
How can I change or update my will?
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How will my pledge be recognised?
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Each gift and every legacy pledge, large or modest, is very important to us. We would like to recognise your generosity, unless you request anonymity, in helping transform the future at Malvern St James Girls’ School.
All donors may be mentioned by name in Donor Impact Reports and other literature.
If you are interested in naming opportunities, please contact Fiona Meredith.
Whom do I contact to discuss my legacy?
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To discuss further how you would like your legacy designated and recognised, or if you have any additional questions regarding your legacy, please email Fiona Meredith or call 01684 584613.
