“Though only one of the school’s foot soldiers, I have an abiding memory and appreciation of my years at Sherborne. The bequest of a modest amount in my Will is a token of thanks for those years.
The bequest is also a small contribution towards enabling the School to continue to provide excellence in education for tomorrow’s successors to its original Foundationers”
Like many great institutions, Sherborne School owes much to its past benefactors. Those who have remembered the School in their Wills have bequeathed not only buildings, but also scholarships, academic posts and sporting traditions; all contributing to the continued growth and development of the School. |
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Why leave a bequest to Sherborne School Foundation? |
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Your gift for the future
 “Sherborne was my alma mater, just as it was also for my uncle, brother and son; and I continue to hope that my two grandsons will be given access to the special, possibly unique qualities Sherborne affords. It is clear to me that, by leaving a legacy to Sherborne, I can, in a way that is really quite painless (it will be free from Inheritance Tax), help to ensure that the School continues to thrive and be there for the sons of future generations.”
Anthony Cassidy (b, 1952-1956) |
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How to include the Foundation |
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Including Sherborne School Foundation in your Will  “A gift to Sherborne in your Will benefits the School and avoids Inheritance Tax; what further incentive does an Old Boy require!”
Graeme Gilchrist
(a, 1948-1953) Inheritance Tax
A legacy or bequest to Sherborne School Foundation is free from Inheritance Tax by virtue of the fact that the Foundation is a registered charity. In practical terms, this means that any gift you make to the Foundation in your Will is deducted from the value of your estate before it is assessed for Inheritance Tax. Therefore, a gift to Sherborne School Foundation can help reduce your liability by bringing the value of your estate below the current allowable threshold. It is strongly advised that professional legal advice be sought in deciding how best to arrange your affairs. |
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 The Bow Society The importance of lifetime recognition
“I feel a great nostalgia for my time at Sherborne and this affection is one of the reasons why I decided to include Sherborne School Foundation in my Will. Despite the trials and tribulations of growing up, I made there some enduring friendships for which I’ll always be grateful. And then there are those ancient and mellow buildings, all set in the glorious Dorset countryside. Not a bad start in life!”
Peter Tilley, Bow Society Member (a, 1959 – 1964)
In many ways, the provision for Sherborne of a bequest in your Will is the greatest gift of all. It signifies the belief you have in all that Sherborne stands for, and it creates a living testimony to that affection beyond your death. |
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Correct Form of Wording
The following are some sample wordings for making Pecuniary, Residuary, and Gift-in-Kind bequests, as well as an example of a Codicil which one adds to an existing Will. However, we would recommend, that in all cases you discuss your particular requirements first with your legal advisers in the light of your personal circumstances. |
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