Legacy Giving

Leave a lasting legacy

Supporting Wellington College with a gift or donation in your Will is a highly personal and unique way of giving. Taking care of loved ones is an important priority when planning your Will but including a legacy gift to a charity can also lessen the burden of inheritance tax.

By including Wellington College in your Will, you will be leaving a lasting impact on future generations. All those who have pledged a legacy are invited to join The Waterloo Society and will be invited to a special supporters’ event each year.

Anna Sayers (W 14)

First PAF Scholar

“A simple thanks is not enough to express my gratitude for what Wellington has given me. My experience was life transformational and changed how ambitious and confident I am.”

Anna attended College from 2012-14. She studied Physics at Imperial College London and is now a Senior Associate at a global private equity investors.

The Prince Albert Foundation (PAF) Scholarship programme was established with a clear objective of widening access by offering fully funded (110%) places to young people with talent and ambition whose families simply cannot afford the fees.

Sir David Scholey, CBE (Bn 53)

Legacy Ambassador

“You may well have been a Foundationer yourself when you were at Wellington. While the need for supporting Foundationers has, thankfully, diminished over the years, the College’s ambition to ensure that children of talent and promise, but without the financial means, are able to attend College, is stronger than ever. I am delighted that the legacy I intend to leave will enable a student to grow in stature and confidence and take part in the Wellington life that has served me so well.”

Did you know?

Wellington College is a registered charity and accordingly, all legacy gifts made to the College are exempt from UK Inheritance and Capital Gains Taxes. Under current rules, if you leave 10% or more of your chargeable net estate to charity, the Inheritance Tax (IHT) rate on the whole of your taxable estate is reduced from 40% to 36%. This type of residuary gift is generally of the greatest benefit to the School as its value increases in line with inflation.

However, did you know that you can leave even 1% of your estate to Wellington College, so that those closest to you still receive 99%.

A gift to Wellington College in your Will is an investment in future Wellingtonians. Simply tell your Solicitor or Will-maker that you would like to remember Wellington College in your Will.

Registered Charity Name: The Wellington College/Registered Charity Number: 309093

Get in touch

You are under no obligation to tell us that you have remembered the College in your Will, however, should you choose to do so, we would love to keep you updated on relevant College news and also to include you in the Waterloo Society if you would wish. You can inform us discreetly by completing the legacy notification form online here, or you can print and post us a hard copy below.

Please do not hesitate to contact Cindy Price or Lucy Taylor, Deputy Directors of Development, if you have any queries about the process or would like to discuss leaving a legacy for a special purpose. We look forward to hearing from you.

development@wellingtoncollege.org.uk

+44 (0)1344 444023

Legacy Giving

The Waterloo Society

The Waterloo Society is for those who have made a commitment to support the College with a legacy gift and those who have indicated they would like to be a member will be invited, along with their family, to special events throughout the year.

As a member of the Waterloo Society and when the College receives your legacy gift, your name can be inscribed on the ‘Legacy Giving Tree’ in the Living Legacy Garden at College.

A Lasting Legacy

Legacy Brochure

For more information about how to leave a legacy gift in your Will and the difference it will make, please see our Legacy Brochure.