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What will your legacy be? (US)

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THE QUEEN’S COLLEGE<br />

WHAT WILL YOUR<br />

LEGACY BE?<br />

PLANNED GIVING AT<br />

THE QUEEN’S COLLEGE


A planned gift to Queen’s is one of the most meaningful and long-lasting<br />

ways that you can support our historic mission.<br />

Silhouette by Nadja Guggi<br />

PLANNED GIVING AT QUEEN’S<br />

Planned gifts have transformed Queen’s over the<br />

centuries. Starting with Ro<strong>be</strong>rt de Eglesfield and<br />

Queen Philippa, and continuing through the following<br />

seven centuries, these deeply personal gifts have<br />

enriched our students’ experience, developed our<br />

excellence in research, enhanced our historic buildings,<br />

and sustained the College community.<br />

Advantages of a planned gift:<br />

• Ability to decide how <strong>your</strong> assets <strong>will</strong> <strong>be</strong> used in<br />

the future.<br />

• Easy to include or add to a <strong>will</strong> or living trust.<br />

• Estate plans can <strong>be</strong> changed at any time.<br />

• You and <strong>your</strong> family maintain control over <strong>your</strong><br />

assets throughout <strong>your</strong> lifetime.<br />

• There may <strong>be</strong> tax <strong>be</strong>nefits for <strong>your</strong> estate.<br />

‘Every planned gift is an investment<br />

in the future of Queen’s and the next<br />

generation of students and researchers.<br />

We are most grateful.’<br />

Dr Claire Craig, The Provost<br />

PLANNING YOUR GIFT<br />

We are honoured that you are considering a planned gift<br />

to Queen’s. A planned gift can <strong>be</strong> given as:<br />

• A specific amount through <strong>your</strong> estate (pecuniary)<br />

• A percentage of <strong>your</strong> estate (residual)<br />

• Life income gifts (reversionary).<br />

Any of these gifts can <strong>be</strong> given to support the area<br />

of greatest need at Queen’s or to support an area<br />

of College life or academic priority that is particularly<br />

important to you.<br />

JOINING THE TABERDARS’<br />

LEGACY SOCIETY<br />

The Ta<strong>be</strong>rdars’ Society honours and recognises<br />

the generosity of those who have chosen to<br />

leave an estate gift to Queen’s. We currently<br />

have over 250 Old Mem<strong>be</strong>rs and Friends in the<br />

Ta<strong>be</strong>rdars’ Society.<br />

If you are planning on leaving an estate<br />

gift to Queen’s, we would <strong>be</strong> delighted<br />

to hear from you and to invite you to<br />

join the Ta<strong>be</strong>rdars’ Society.


WE’RE HERE TO HELP<br />

To discuss making a planned gift to Queen’s,<br />

please contact:<br />

Catherine House<br />

Legacy Giving Officer<br />

catherine.house@queens.ox.ac.uk<br />

Tel: +44 (0)1865 279218<br />

PREPARING YOUR WORDING<br />

Here is sample language for including Queen’s in <strong>your</strong> <strong>will</strong><br />

or living trust. Please seek advice from an attorney when<br />

making <strong>your</strong> <strong>will</strong>.<br />

‘I give_____ (the whole, an amount or a percentage<br />

share) of my estate to the Provost and Scholars of The<br />

Queen’s College in the University of Oxford to <strong>be</strong> used<br />

for__________, and I declare that the receipt of the Provost<br />

or other duly authorised officer shall <strong>be</strong> a full and sufficient<br />

discharge to my Executors.’<br />

Photos by John Cairns<br />

If you have already made a <strong>will</strong>, you can include a planned<br />

gift by adding a simple codicil. Example wording can <strong>be</strong><br />

found via the web-page link <strong>be</strong>low.<br />

Thank you for <strong>your</strong> support<br />

both today and in the future<br />

www.queens.ox.ac.uk/supportqueens/leave-a-gift-in-<strong>your</strong>-<strong>will</strong>/<br />

UK registered charity 1142553<br />

This information in this publication is not intended as legal, financial,<br />

or tax advice. We encourage you to discuss <strong>your</strong> giving options with <strong>your</strong><br />

own legal and financial advisors.

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