SJCS Gift in Will

Leaving a Gift in Your Will

At St John’s, we pride ourselves in providing a magical education tailored to the individual child, so that they may find their niche to flourish. We achieve this with an award-winning ethos, unique wholechild curriculum, dedicated staff and beautiful facilities.

We believe that the exceptional education and nurturing community we offer should be available to every deserving child, regardless of their financial circumstances. We established the Bursaries Endowment Fund to help make this possible. Our long-term goal is to build a lasting endowment that will secure and expand bursary support for generations to come, a vision that can only be achieved with the generosity and foresight of our community.

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Thanks to the kindness of this School, I have been privileged with a world-class, well-rounded education.

I am extremely grateful to have been given the chance to be educated in this wonderful School; it has been an amazing journey. I am proud to be a Johnian.

-Lucas Mudkavi (2022 Leaver)

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A Gift in Your Will Including a gift in your will is a deeply meaningful way to leave a lasting legacy and support the future of St John’s. It is an opportunity to help secure the exceptional education, values and spirit that make our community so special and ensuring that future generations of children can continue to flourish here, regardless of their financial circumstances.

By including St John’s in your estate planning, you will be contributing to a foundation that strengthens and enriches the lives of pupils for years to come. Your legacy will open doors to opportunity, nurture curiosity and confidence and help every child reach their fullest potential. More than a financial gift, it is a powerful expression of your belief in the transformative impact of a St John’s education.

Ways of Leaving a Gift in Your Will Residuary Legacy: once family and friends have been provided for, the remainder of a percentage of your estate is donated Pecuniary Legacy: a fixed sum of money Specific Legacy: a specific or in-kind bequest (for example, property, stocks and shares, works of art) Reversionary Legacy: a legacy gift which allows named individuals to benefit from your estate during their life time, after which the designated assets will be given to St John’s Conditional Legacy: requires a particular event to occur in order for St John’s to receive your bequest and is most common when you outlive all of the beneficiaries in your will If you find yourself beneficiary of a will, you may be interested to know that it is possible to transfer the whole or part of an inheritance to St John’s using a deed of variation. Bequests that are transferred in this way become free of Inheritance Tax and can be an effective way to support the School during your lifetime. However you decide to remember St John’s, we will endeavour to honour your wishes and intentions wherever possible.

St John’s is offering a free will-writing service in partnership with Farewill. If you have not written your will yet, you are not alone as around 65% of UK adults have yet to make one. Writing your will is one of the most important steps you can take to ensure that your loved ones are cared for and your wishes are honoured.

To make this process as simple as possible, we have partnered with Farewill, the UK’s leading will-writing service, to offer you the opportunity to write or update a simple will completely free of charge, either online or over the phone at your convenience.

You are under no obligation to include St John’s in your will to take advantage of this service.

However, once you have provided for your loved ones, we hope you might consider leaving a gift to the School thereby helping future generations of pupils benefit from the outstanding education and values that make St John’s so special.

Please scan the QR code or contact the St John’s Development Department to begin your will-writing process.

Including St John’s in Your Existing Will If you have already made a will and do not require the services of Farewill, we would be sincerely grateful if you would consider remembering St John’s in your existing arrangements.

To assist your solicitor or will writer, we recommend the following suggested wording for inclusion in your will:

I give to St John’s College School, charity no. 1194790, [the residue] / [% of the residue] of my estate [or] [the sum of £___] free of tax as permanent endowment for the general purposes of the School. I declare that the receipt of the Finance Officer for the time being of the School shall be a full and sufficient discharge to my Executors.

If you plan to include St John’s in your will, we would be grateful if you could let us know by contacting us. This will allow us to thank you personally and ensure your wishes are fully understood and honoured.

We recommend that you seek advice from your solicitor to ensure that your will is valid.

Tax Benefits St John’s is a registered charity (no. 1194790), which means that leaving a gift to the School can offer valuable tax advantages. Remembering us in your will can reduce the taxable value of your estate, lowering the amount of Inheritance Tax (IHT) payable.

If you leave at least 10% of your estate to charity in the UK, your estate may benefit from a reduced rate of IHT — from 40% to 36%. Gifts can take many forms, including money, property, or other valuable assets.

www.sjcs.co.uk

Please contact: Development Office development@sjcs.co.uk 01223 272710 sjcsconnect.co.uk

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Charity no: 1194790