Legacies

Leaving a Legacy to St Benet's Hall

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A legacy represents the greatest honour that St Benet’s Hall can receive. Each and every legacy gift has a tremendous impact – in sustaining the quality of teaching and research, the student experience and our physical footprint.

Please do let the Development Office know if you decide to make a bequest to St Benet’s Hall. Unrestricted gifts provide us with the greatest opportunity to direct your generosity to best effect, but please do also contact us if you wish to discuss making a bequest for a particular purpose (for example, to support a Fellowship or bursary).

Different types of legacy

There are a number of different types of legacies you may wish to consider:

  • pecuniary legacy allows you to specify a sum of money to give.
  • specific legacy enables you to leave a specific asset such as property, works of art or shares.
  • residuary legacy is a gift of all or part of your estate after other legacies and expenses have been paid.
  • reversionary legacy allows you to leave assets to St Benet’s Hall whilst giving a named person the benefit of them during his or her lifetime.

Listing St Benet’s Hall in your Will

It is important when you include a gift to St Benet’s Hall in your Will, that you use a specific title and wording so that there is no confusion as to your intended recipient. Please therefore use, or advise your solicitor to use:

The Trustees Of The St Benet’s Trust, UK

The St Benet’s Trust is a registered charity (charity number 1143350). It is a company limited by guarantee registered in England and Wales (company number 07684231)

We also hope that the following example wording may be helpful:

  • PECUNIARY LEGACY (a cash sum)
    I give [insert amount] to the Trustees Of The St Benet’s Trust (charity number 1143350), to be applied for its general purposes. I declare that the receipt of the finance director or appropriate officer shall be a complete discharge to my trustees.
  • RESIDUARY LEGACY (a share of your estate)
    I give [insert percentage] of my residuary estate to the Trustees Of The St Benet’s Trust (charity number 1143350), to be applied for its general purposes. I declare that the receipt of the finance director or appropriate officer shall be a complete discharge to my trustees.

We recommend that you speak to a solicitor for personal and confidential up-to-date advice tailored to your needs. They will ensure your intentions are clearly expressed and legally valid, and will be able to advise you on any tax benefits in relation to your gift. You can search a list of solicitors via the Law Society: https://solicitors.lawsociety.org.uk/?Pro=Tru

If you would like to discuss making provision for St Benet’s Hall in your Will, in confidence and without obligation, please contact:

Andrew Thomas, Development Director
Email: andrew.thomas@stb.ox.ac.uk
Phone: +44 (0) 1865 280555

Thank you.