Leaving a Legacy

Leaving a Legacy Plant a seed for the next generation

“A legacy gift is unique ... it carries a lasting impact felt by many long into the future.”

Haileybury has benefitted from a long history of philanthropic support.

Since its earliest days, donations have provided a vital source of funds for the School’s continued development.

A legacy gift is unique in that it costs nothing during one’s lifetime but carries a lasting impact felt by many long into the future.

Even a small contribution has the potential to make a big difference, helping to ensure the School can continue to thrive and provide the best possible opportunities for our pupils.

Thank you for considering including Haileybury in your will.

Martin Collier The Master

Frank Russell Dore Hailey 1904 One of the School’s greatest benefactors, Frank Russell Dore, MBE was instrumental in enabling some of the School’s early developments. The impact of his support can still be felt today, especially by Lower School pupils who continue to enjoy the benefits of their very own unique building, which bears his name.

As a pupil, Russell was House Cricket Captain and a keen member of the OTC (now CCF). After Haileybury, he served in the army during both World Wars, rising to the rank of Major. He was awarded an MBE in 1946 after forging a successful career in the City.

In addition to funding two full fees Scholarships for pupils who would not have otherwise been able to attend Haileybury, he also funded the building of a new House for Day pupils, enabling more local families to send their children to the School.

To this day, Russell Dore House is known for its strong focus on pastoral care, ‘a home from home’ prioritising a safe and comfortable environment for young pupils to settle into when they arrive at Haileybury.

“My bursary was completely lifechanging for me. During my school years I had a very unstable and challenging home situation. The bursary, and boarding, allowed me to avoid the brunt of that while having a fantastic time at Haileybury and achieving results that I am very proud of.”

Former pupil and recipient of a bursary funded by a legacy

“I have chosen to support Haileybury as an ongoing institution with roots in the past and aspirations for the future.”Roger Argent

Roger Argent Kipling 1960 I think it is a matter of pride that having been a pupil at Haileybury I have associated myself all my adult life with the ethos imparted by the School.

I have also tacitly supported its traditions of service in its history.

Some of my most pertinent memories include the visit of HM Queen Elizabeth II and Prince Philip, Duke of Edinburgh in Autumn 1962 to mark the School centenary, having tea at the Kipling table being practically adjacent to high table where the Master and guests were seated, then 600 of us dashing out in the dark to cheer the departing entourage departing down the avenue.

I have never swerved from my belief that I could never have met a better group of people, the Master, staff and contemporary schoolmates, through whom to get a proper formal education, and the teaching was excellent.

I was pretty successful at work right from the start, spending almost 40 years working for an American chemical company, and resolved quite early that, intending no children, I could do something to support others at Haileybury.

Oliver Lepage-Dean Kipling 2002

“Without having received the bursary at Haileybury, I wouldn’t have been able to progress musically, and grow the way I did as a person.”

I learnt a lot of life lessons at Haileybury. Having such an amazing campus and facilities was incredible but the big thing for me was Peter Davis, Director of Music at the time, undoubtedly the best teacher a pupil could wish for at secondary school. When you have the support and drive from your teachers for you to thrive as much as possible, you can’t really ask for more.

The bursary was the absolute game changer in my life. I think supporting bursary funding is crucial, for kids who may not come from the best of backgrounds, but have a talent or a certain gift. This could give them the opportunity they deserve.

“I am excited to think that I could still continue to shape my legacy even after I have left. That’s the great thing about Haileybury – you are always connected.” Sixth Form pupil

Plant a seed Help us to nurture the next generation of Haileyburians Leaving a legacy is one of the most impactful ways you can support the School.

For Haileybury, legacy gifts go a long way in helping to secure our financial future, ensuring we can continue providing the facilities and programming that inspire and motivate our pupils for generations to come.

Leaving a legacy to Haileybury You can decide whether you would like your legacy to support the School broadly or go towards a specific purpose or part of the School that is meaningful to you.

Unrestricted Unrestricted gifts give the School the greatest flexibility to allocate your support carefully to the areas of greatest need. Annual unrestricted support is crucial for the School’s financial health, enabling us to maintain a tradition of excellence by applying the funds flexibly to a variety of needs - both expected and unforeseen.

Specific purpose You may prefer to direct your legacy towards a specific purpose that is meaningful to you, for example pupil bursaries, a specific House or department, or new equipment or facilities. We welcome the opportunity to discuss your plans with you before you commit them to a will, to ensure we can meet your wishes.

Tax efficient giving Pledging a legacy to Haileybury is an easy, tax efficient way to play an important role in Haileybury’s current and future success.

Haileybury is a registered charity (Charity number: 310013) and is therefore exempt from Inheritance Tax and Capital Gains Tax. This means that the School pays no tax on gifts of money or property made in your lifetime or after your death. A legacy to Haileybury may also reduce tax payable on your estate.

When making or updating your will we strongly recommend that you consult a solicitor to ensure it is legally valid and accurately reflects your intentions.

Please scan the QR code or visit haileybury.com/legacies for more information on the legacy programme, including suggested wording for your will or codicil, and information on the different types of legacy giving.

E

•

O

T

K

•

H

A •

I

E

C

R C L

The Oak Circle By notifying us of your intention to leave a legacy to Haileybury, you will automatically become a member of the The Oak Circle.

The Oak Circle was created to recognise and celebrate the special commitment of those who choose to ‘plant a seed’ with a legacy pledge.

As a member, your commitment will be recognised in the following ways: • • • • •

An invitation to The Oak Circle event held annually at Haileybury A welcome pack will be sent to all new members The opportunity to visit the School for a private tour Receive hard copies of School publications Invitations to School events throughout the year

The veteran oaks at Haileybury are symbols of the School’s history; originally the oaks marked the boundaries of fields and parishes. Thanks to the careful stewardship of the landowners for over 400 years we can still enjoy their beauty; The Oak Circle will provide support for the present and future of our School with the same care.

Dedicate a Plant in Memory Celebrate the life of a loved one, by dedicating a plant in their honour.

Once a legacy gift has matured, families are invited to visit the School and choose a location that is meaningful. A wonderful way to remember a loved one, legacy plants become a lasting part of the School, making the campus greener and symbolising the sustainable nature of a legacy gift.

Please contact the Development Office to learn more about In Memory options including naming opportunities.

Phone 01992 940 359 Email development@haileybury.com

Please complete, detach and send us the form overleaf to advise us of your intentions.

Notifying us of your Intentions CONFIDENTIAL We would appreciate if you could let us know of your intention to leave a legacy to Haileybury.

Returning the form does not commit you in any way or limit any freedoms to change your will in the future. It simply enables us to recognise your gift during your lifetime and ensure that your wishes are accurately recorded.

Full name Address Email Phone Next of Kin Full name Email Phone I intend to leave a legacy to Haileybury The provision of the below information is completely optional but helpful for Haileybury’s financial planning purposes: Approximate value of gift or Leaving a % of your estate to Haileybury ( %) Date of Will Bequest of a specific item – please provide details I wish for my gift to go towards a specific purpose Please provide details

If you would prefer to complete this form online, please visit haileybury.com/legacies A member of the Development team will contact you to discuss how you wish your legacy to be allocated.

Please return this form to The Development Office, Haileybury, Hertford SG13 7NU. Haileybury respects the confidentiality of your legacy details and will hold these securely. In particular, your next of kin’s details will only be used in connection with your legacy. As a member of The Oak Circle, we will contact you about the Circle’s activities. In doing so, we will comply with our Privacy Policy (haileybury.com/privacy-policy/), which sets out how we use personal data.

Thank you for considering including Haileybury in your will. Please do not hesitate to contact us if you would like to discuss, in confidence, any aspect of leaving a legacy gift to Haileybury.

01‌992 940 359 development@haileybury.com

www.carbonbalancedpaper.com CBP015676