Did you know that Malvern College is a registered charity?
Future generations will thank you, but charitable giving in your Will can also reduce your inheritance tax bill
Our plans
Our core purpose clearly is the education of young people. And so, we are building a £15million bursary fund to support 10 pupils a year. We believe that a 13- or 16-year-old with right talent should not be barred from a Malvern education because of their family’s financial situation.
Living by our motto, Wise the one who looks ahead, Malvern College is focused on delivering an ambitious 15-year Campus Masterplan with net zero at its heart: from bringing The Downs Malvern prep school onto the Malvern College site, to retrofitting all 11 boarding houses, our plan is to reap the benefits of new standards in sustainability and make the College fit for purpose in an evolving world.
How you can help
Did you know that you could leave just 1% to Malvern College in your Will so that those closest to you inherit 99%? You can of course leave more if you want.
Gifts left to charities are not subject to inheritance tax and so for every £10,000 you leave to a charity, you may save £4,000 in inheritance tax.
Please seek professional advice but, to leave a gift, all you need to do is give our name, Malvern College, and charity registration number 527578 to your legal adviser.
What’s next?
Our legators are among our most valued supporters who we recognise through membership of the 1895 Association (founding year of the Malvernian Society which was created to support the College).
For more information about leaving a gift in your Will, with no obligation and in complete confidence, please contact our Development Team. Furthermore, we would like to thank you and understand if you wish your gift to be used for a specific purpose. In all instances, however, we advise you to consult a legal advisor when drawing up or revising your Will.
Please get in touch now with:
Rebecca Merrett, Advancement Director
[email protected] | +44 (0)7584 228150
Types of Legacy
Pecuniary Legacy
This type of legacy allows you to leave a specific sum of money to Malvern College. To counteract the effects of inflation over time, you can choose to index-link the amount, ensuring it retains its value in today’s terms.
We greatly appreciate knowing your intentions to include a gift to Malvern College in your Will, as it enables us to plan more effectively for the future.
Reversionary Legacy
This lets you provide for your family first, with Malvern College benefiting later. Your assets are placed in trust, allowing your beneficiaries to receive income during their lifetime, with some or all of the assets passing to Malvern College after their passing.
We greatly appreciate knowing your intentions to include a gift to Malvern College in your Will, as it enables us to plan more effectively for the future.
Residuary Legacy
With a residuary legacy, you can leave all or part of the remaining value of your Estate to Malvern College after all other legacies, debts, and expenses have been settled. This type of gift offers more flexibility than a pecuniary legacy, as it does not require you to specify an exact amount or adjust for inflation in your Will.
We greatly appreciate knowing your intentions to include a gift to Malvern College in your Will, as it enables us to plan more effectively for the future.
Conditional Legacy
This provision ensures that if none of your named dependants outlive you, your Estate will be distributed to other designated beneficiaries and charities, including Malvern College.
We greatly appreciate knowing your intentions to include a gift to Malvern College in your Will, as it enables us to plan more effectively for the future.
Specific or Non-Monetary Legacy
You may choose to leave a particular personal item to Malvern College, such as property, jewellery, antiques, artwork, or stocks and shares. These items will be excluded from the valuation of your Estate and exempt from Inheritance Tax.
We greatly appreciate knowing your intentions to include a gift to Malvern College in your Will, as it enables us to plan more effectively for the future.
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