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Leaving a legacy to Stowe Your opportunity to help future generations

Campaign for Stowe


Our vision for the future of Stowe Dr Anthony Wallersteiner MA, PhD Headmaster Stowe School was opened by JF Roxburgh on 11 May 1923 with the attendance of 99 boys. Roxburgh’s aim was to produce a modern public school concentrating on the individual. His vision enthused the beauty of Stowe’s unique environment where the best of traditional education would be tempered by liberal learning and every Stoic “knowing beauty when he sees it all his life”. As we approach our 100 year anniversary we are now a School of over 750 pupils bustling with life and an immense sense of optimism about the future. The ethos established by JF Roxburgh remains powerfully consistent: we are a School that embodies and represents a common culture, a community that is based on absolute values and clear distinctions between right and wrong, good and bad; a School that celebrates success but that recognises that winning is not always the most important thing. Stowe does not mould pupils into conventional all-rounders without weaknesses or eccentricities. We look to encourage our pupils to grow in their own way and to celebrate the differences between them. Through The Stowe School Foundation, we look to raise funds for the facilities that will enable us to continue providing the very best academic, pastoral, artistic and sporting opportunities for our pupils. The Foundation also raises vital support for our programme of Scholarships and Bursaries – a means of attracting and enabling the best and most deserving pupils to enjoy a Stowe education regardless of their financial circumstances. The Stowe House Preservation Trust continues in its campaign to raise support for the restoration of the Mansion.

You will appreciate, I hope, the vitally important role that the Campaign plays in the development of Stowe as a great School. I would like to reiterate, on behalf of the Governors and Trustees, my sincere and personal thanks to all those who have made or pledged a donation to Stowe – at whatever level. As we look to the future, with an aim to provide an education through which Stoics will thrive and prosper in the twenty-first century, I do hope you will be inspired to consider how you may be able to help with our plans for the future.


Our vision for the future of Stowe Dr Anthony Wallersteiner MA, PhD Headmaster Stowe School was opened by JF Roxburgh on 11 May 1923 with the attendance of 99 boys. Roxburgh’s aim was to produce a modern public school concentrating on the individual. His vision enthused the beauty of Stowe’s unique environment where the best of traditional education would be tempered by liberal learning and every Stoic “knowing beauty when he sees it all his life”. As we approach our 100 year anniversary we are now a School of over 750 pupils bustling with life and an immense sense of optimism about the future. The ethos established by JF Roxburgh remains powerfully consistent: we are a School that embodies and represents a common culture, a community that is based on absolute values and clear distinctions between right and wrong, good and bad; a School that celebrates success but that recognises that winning is not always the most important thing. Stowe does not mould pupils into conventional all-rounders without weaknesses or eccentricities. We look to encourage our pupils to grow in their own way and to celebrate the differences between them. Through The Stowe School Foundation, we look to raise funds for the facilities that will enable us to continue providing the very best academic, pastoral, artistic and sporting opportunities for our pupils. The Foundation also raises vital support for our programme of Scholarships and Bursaries – a means of attracting and enabling the best and most deserving pupils to enjoy a Stowe education regardless of their financial circumstances. The Stowe House Preservation Trust continues in its campaign to raise support for the restoration of the Mansion.

You will appreciate, I hope, the vitally important role that the Campaign plays in the development of Stowe as a great School. I would like to reiterate, on behalf of the Governors and Trustees, my sincere and personal thanks to all those who have made or pledged a donation to Stowe – at whatever level. As we look to the future, with an aim to provide an education through which Stoics will thrive and prosper in the twenty-first century, I do hope you will be inspired to consider how you may be able to help with our plans for the future.


Your opportunity to help future generations Why leave a legacy? Our commitments to education and heritage are vital at Stowe but fulfilling these will take time and be a considerable undertaking. Making a gift of a legacy is an important way in which you can help future generations to enjoy an endowment for bursaries and scholarships, progressive and innovative development plans and the preservation of our magnificent historic buildings. As a benefactor you can be assured in the knowledge that every penny will make a difference in securing the future of Stowe and sustaining the values that have shaped the lives of Stoics. The act of leaving a legacy can allow Old Stoics and friends to support Stowe more generously than their present circumstances might allow. The gift of a legacy or bequest is one way in which to support Stowe through one of our

two charitable trusts: either The Stowe School Foundation Trust for the development of School facilities, bursaries and scholarships; or The Stowe House Preservation Trust for the restoration and preservation of the building. Furthermore, legacies to charities are free of Inheritance tax, so they can reduce the total liability on your estate.

All gifts to charity are free of Inheritance Tax and from 6 April 2012 a further 10% discount on Inheritance Tax will apply when leaving at least 10% of an estate to charity. This reduces the liability to 36% on amounts over ÂŁ325,000.


Your opportunity to help future generations Why leave a legacy? Our commitments to education and heritage are vital at Stowe but fulfilling these will take time and be a considerable undertaking. Making a gift of a legacy is an important way in which you can help future generations to enjoy an endowment for bursaries and scholarships, progressive and innovative development plans and the preservation of our magnificent historic buildings. As a benefactor you can be assured in the knowledge that every penny will make a difference in securing the future of Stowe and sustaining the values that have shaped the lives of Stoics. The act of leaving a legacy can allow Old Stoics and friends to support Stowe more generously than their present circumstances might allow. The gift of a legacy or bequest is one way in which to support Stowe through one of our

two charitable trusts: either The Stowe School Foundation Trust for the development of School facilities, bursaries and scholarships; or The Stowe House Preservation Trust for the restoration and preservation of the building. Furthermore, legacies to charities are free of Inheritance tax, so they can reduce the total liability on your estate.

All gifts to charity are free of Inheritance Tax and from 6 April 2012 a further 10% discount on Inheritance Tax will apply when leaving at least 10% of an estate to charity. This reduces the liability to 36% on amounts over ÂŁ325,000.


How you can help The practicalities

We would be very grateful if you would consider including Stowe in your Will. It is sometimes easiest to make an alteration to an existing Will, which is done by adding a codicil. To make this process even more straightforward, a template form can be provided on request by the Campaign office. Alternatively you may wish to write a new Will. In either instance we strongly suggest that you speak to a Solicitor to assist with this. With regards to legal advice, we are pleased to recommend the services of an Old Stoic lawyer, Richard Clapham (Temple ’99), who is a Private Client solicitor at the long-established firm Monro Fisher Wasbrough LLP in London. Richard specialises in Will and Trust drafting as well as Tax and Estate planning advice and would be happy to provide assistance and the necessary documentation.

He has kindly agreed a discounted rate for all Old Stoics. Please do not hesitate to contact him for an initial discussion, email: rc@monro-fisher.com or telephone: 020 7404 7001. You might wish your legacy to be designated to support a specific project, perhaps something with which you have a real affinity, where you feel you would like to make a particular difference. Income from legacies that do not have a specific target will be used at the discretion of the Headmaster for the benefit of Stowe and its pupils. There is no obligation to disclose the details of your gift, however if you feel able to pass on any information this always helps the School with future forecasting. In all cases, complete anonymity can be assured should you so wish.


How you can help The practicalities

We would be very grateful if you would consider including Stowe in your Will. It is sometimes easiest to make an alteration to an existing Will, which is done by adding a codicil. To make this process even more straightforward, a template form can be provided on request by the Campaign office. Alternatively you may wish to write a new Will. In either instance we strongly suggest that you speak to a Solicitor to assist with this. With regards to legal advice, we are pleased to recommend the services of an Old Stoic lawyer, Richard Clapham (Temple ’99), who is a Private Client solicitor at the long-established firm Monro Fisher Wasbrough LLP in London. Richard specialises in Will and Trust drafting as well as Tax and Estate planning advice and would be happy to provide assistance and the necessary documentation.

He has kindly agreed a discounted rate for all Old Stoics. Please do not hesitate to contact him for an initial discussion, email: rc@monro-fisher.com or telephone: 020 7404 7001. You might wish your legacy to be designated to support a specific project, perhaps something with which you have a real affinity, where you feel you would like to make a particular difference. Income from legacies that do not have a specific target will be used at the discretion of the Headmaster for the benefit of Stowe and its pupils. There is no obligation to disclose the details of your gift, however if you feel able to pass on any information this always helps the School with future forecasting. In all cases, complete anonymity can be assured should you so wish.


Different types of legacies and bequests There are a number of ways to make a legacy to The Stowe School Foundation and The Stowe House Preservation Trust. Due to their status as registered charities, all legacies and bequests made to them are exempted from Inheritance Tax. A legacy or bequest may therefore benefit your inheritors by reducing the liability of your estate. Pecuniary Legacy

A gift of a sum of money which can be fixed or index-linked.

Residuary Bequest

A gift of part or all of the assets comprising the remainder of your Estate after all other bequests and legacies have been met and all debts and expenses settled. The value of such a gift cannot be ascertained until the completion of the administration of your Estate. Where there is a combination of exempt and non-exempt beneficiaries, the burden of Inheritance Tax needs to be carefully considered.

Reversionary Gift

A gift which allows named persons to benefit from assets during their lifetimes, after which the assets are transferred to the ultimate Beneficiary.

Contingent Gift (or Conditional)

Gifts which are dependent on a particular event occurring. For example, leaving a legacy to The Stowe School Foundation or The Stowe House Preservation Trust in the event that a named Beneficiary predeceases you.

Specific Bequest

A gift of a particular item or asset including stocks and shares, bank accounts, land or any other property, jewellery, works of art, antiques, etc.


Different types of legacies and bequests There are a number of ways to make a legacy to The Stowe School Foundation and The Stowe House Preservation Trust. Due to their status as registered charities, all legacies and bequests made to them are exempted from Inheritance Tax. A legacy or bequest may therefore benefit your inheritors by reducing the liability of your estate. Pecuniary Legacy

A gift of a sum of money which can be fixed or index-linked.

Residuary Bequest

A gift of part or all of the assets comprising the remainder of your Estate after all other bequests and legacies have been met and all debts and expenses settled. The value of such a gift cannot be ascertained until the completion of the administration of your Estate. Where there is a combination of exempt and non-exempt beneficiaries, the burden of Inheritance Tax needs to be carefully considered.

Reversionary Gift

A gift which allows named persons to benefit from assets during their lifetimes, after which the assets are transferred to the ultimate Beneficiary.

Contingent Gift (or Conditional)

Gifts which are dependent on a particular event occurring. For example, leaving a legacy to The Stowe School Foundation or The Stowe House Preservation Trust in the event that a named Beneficiary predeceases you.

Specific Bequest

A gift of a particular item or asset including stocks and shares, bank accounts, land or any other property, jewellery, works of art, antiques, etc.


THE

JF Roxburgh (1888 – 1951)

R OXBURGH S OCIETY

The Roxburgh Society The Roxburgh Society has been established to recognise those who have signified their intention to leave a gift to Stowe in their Will and to foster a steady increase in legacy-giving over the years ahead. The Society, named after the School’s first headmaster, JF Roxburgh, arguably the greatest public school headmaster of the twentieth century, provides an opportunity to recognise the generosity of the members and thank them for their contribution. Membership is exclusive to those who have left a bequest to Stowe or expressed an intention to do so. Potential legators need only contact the Campaign Office to let us know. Roxburgh Society members are invited to attend an annual lunch at Stowe at which they may enjoy the conviviality of being with like-minded people and see and hear about recent developments at both the School and the House. Members are also invited to other Stowe events and will have a lifetime subscription to The Stoic.

If you would like any further information before leaving a legacy to Stowe, please contact the Campaign Office on 01280 818320 or Email: campaign@stowe.co.uk

www.stowe.co.uk


THE

JF Roxburgh (1888 – 1951)

R OXBURGH S OCIETY

The Roxburgh Society The Roxburgh Society has been established to recognise those who have signified their intention to leave a gift to Stowe in their Will and to foster a steady increase in legacy-giving over the years ahead. The Society, named after the School’s first headmaster, JF Roxburgh, arguably the greatest public school headmaster of the twentieth century, provides an opportunity to recognise the generosity of the members and thank them for their contribution. Membership is exclusive to those who have left a bequest to Stowe or expressed an intention to do so. Potential legators need only contact the Campaign Office to let us know. Roxburgh Society members are invited to attend an annual lunch at Stowe at which they may enjoy the conviviality of being with like-minded people and see and hear about recent developments at both the School and the House. Members are also invited to other Stowe events and will have a lifetime subscription to The Stoic.

If you would like any further information before leaving a legacy to Stowe, please contact the Campaign Office on 01280 818320 or Email: campaign@stowe.co.uk

www.stowe.co.uk


Campaign for Stowe Stowe School, Stowe, Buckingham MK18 5EH Tel: +44 (0)1280 818320 Email: campaign@stowe.co.uk www.stowe.co.uk

Roxburgh Society: Leaving a Legacy  
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