LETTING US KNOW ABOUT YOUR LEGACY AND YOUR WISHES
LETTING US KNOW ABOUT YOUR
LEGACY AND YOUR WISHES
CONFIDENTIAL
LEGACY TYPE
The details of your Will are of course a private matter and you
may prefer to keep your intentions to yourself. However, if you
wish, you can use this form to let us know whether you propose
to leave a legacy to Eton. Returning the form does not commit you
in any way at all or limit your freedom to change your Will in the
future. It simply enables us to respond appropriately by inviting
you to become a member of the Henry VI Society.
It would help us if you were able to let us know:
n
n
or
%
Date of Will:
n
Bequest of a specific item – please provide more details
I intend to leave a Legacy for Eton College
I confirm that I have included a Legacy for Eton in my Will
EXPRESSION OF WISHES
I would like my legacy to support:
n
n
n
n Approximate value of gift
n Leaving a % of your Estate to Eton
Bursaries/Scholarships College Collections n Buildings
n Teaching/Research
Eton College as a whole
The College Collections have benefited from many generous
gifts over the centuries. If you are considering leaving a specific
item to be added to the College’s Collections it is very important
you contact us directly so our College Librarian/Keepers of the
Collections can ensure we will be able to meet your wishes.
n
Other [Please specify]
If you would like to update your wishes at a future date,
please contact our Legacy Manager for a new form.
SIGNATURE: DATE:
NAME: [Block capitals]
(Please complete overleaf)
personal details
Upon receipt of this completed form our Legacy Manager will contact you to welcome you to the Henry VI Society
FULL NAME: ADDRESS:
EMAIL:
TELEPHONE NUMBER:
MOBILE NUMBER:
PERSONAL DETAILS
NEXT OF KIN OR KEY CONTACT: LEAVING YEAR: HOUSE:
The OEA and Eton College will hold your details and those of your next of kin securely as part of the OEA database which will help
ensure your details are up to date and improve our communications with you. Your details and those of your next of kin may be used
by the College in accordance with its Data Protection Policy for the work of the OEA, OE societies and the College. The Data Protection
policy can be downloaded from www.etoncollege.com/Documents.aspx or obtained from the College. If you have any queries about
the use of your personal data please contact the Clerk to the OEA on 01753 370640.
Please return to:
The Legacy Manager, Development Office, Eton College, Windsor, Berks SL4 6DW
Tel: 01753 370636 Email: [email protected]
Registered Charity Number 1139086
USEFUL INFORMATION FOR YOUR LEGAL ADVISERS
USEFUL INFORMATION FOR
YOUR LEGAL ADVISERS
CHARITY INFORMATION:
PECUNIARY LEGACY:
Eton College is a registered charity, number 1139086. Its full title is
‘THE KINGS COLLEGE OF OUR LADY OF ETON BESIDE WINDSOR
otherwise called ETON COLLEGE’ and its address is Eton, Windsor,
Berkshire SL4 6DW.
I give the sum of (insert the exact sum you wish to leave) to Eton
College, Windsor, Berkshire SL4 6DW (registered charity number
1139086) for its general charitable purposes. I declare that the receipt
of the Director of Development or other authorised officer of the
College shall be sufficient discharge to my Executor/s.
AMENDING AN EXISTING WILL:
If you have already made have a Will and would now like to include
a legacy to Eton you can do so by executing a Codicil, which amends
your existing Will without drawing up a new one. A Codicil form is
available from our Legacy Manager on request.
OPERATIVE WORDING:
RESIDUARY LEGACY:
I give
% of/all (please specify)
the residue of my estate to Eton College, Windsor, Berkshire SL4
6DW (registered charity number 1139086) for its general charitable
purposes. I declare that the receipt of the Director of Development
or other authorised officer of the College shall be sufficient discharge
to my Executor/s.
SPECIFIC LEGACY:
I give (insert detailed description of asset) to Eton College, Windsor,
Berkshire SL4 6DW (registered charity number 1139086) for its
general charitable purposes. I declare that the receipt of the Director
of Development or other authorised officer of the College shall be
sufficient discharge to my Executor/s.
If you would like to be more specific about how your gift is used then
please notify us of your wishes and include the following wording
as the final sentence:
Without creating any trust or imposing any other legally binding
obligation, I ask that Eton College gives effect to any wishes expressed
by me in writing which come to the attention of Eton College either
before or within a period of six months after my death concerning
the use to which I would like this gift to be put.
Queries:
The Legacy Manager, Development Office, Eton College, Windsor, Berks SL4 6DW
Tel: 01753 370636 Email: [email protected]
Registered Charity Number 1139086