Leave a Legacy
Naturally, when writing your will your first consideration is to take care of family and friends, and you may not have considered including a legacy to the School. However, making a bequest is one of the simplest and most effective ways of supporting St Helen and St Katharine. Not only can a legacy reduce or eliminate Inheritance Tax, it is also a wonderful opportunity to do more than might have been possible in your lifetime. The Foundation is a registered charity and therefore, all bequests are exempt from Inheritance Tax. This means that a legacy to the School can be deducted from the value of your estate, thus reducing its liability to the Tax. The wishes of our benefactors are clearly paramount and we would be very happy to discuss your proposed legacy with you. Please contact the Foundation Office or call 01235 546541. The confidential pledge form gives you the option of making a bequest to either the General Fund (so that the gift will be used where it is most needed) or specifically to the Bursary Fund.
Gift Aid Donations
Donations of any size are eligible for Gift Aid, which increases the value of your donation by 28%, at no extra cost to yourself. Gift Aid donations can be made in several ways:
1. A Single Gift or Legacy
2. A Standing Order
3. Annual Tax Return: anyone who complete a self assessment tax return is able to nominate a charity to receive all or part of any repayment due to them. The tax form will ask for a charity code, which is HAG18AG.
Gift Aid Declaration Form