Legacy giving is a highly effective way of supporting Bloxham, helping it to thrive for many years to come and ensuring that future generations of Bloxhamists can benefit from all the School has to offer. Leaving a fixed sum or a percentage of your estate can help to provide bursary funding, support for buildings or funding for academic endeavour. Gifts can be used upon receipt or invested to provide support in the future.
Our primary goal is to build an endowment fund that will ensure that legacy gifts provide a long-term source of assistance with fees for pupils who need it.
We recognise, however, that legacy gifts are highly personal and there are other options to consider if the endowment fund is not a preferred choice. Whatever option they choose, for many members leaving a legacy is a way to become involved in securing the future of the School they hold dear; a lasting gift that will benefit a whole community for generations to come.
Legacy-giving can also be highly tax-efficient. If you are a UK tax-payer, leaving 10% or more of your estate to a registered charity such as Bloxham could reduce your inheritance tax from 40% to 36% thus significantly reducing the net effect of the gift on your remaining estate (please discuss this with your tax advisor).
Everyone who notifies us of their intention to leave a gift to Bloxham in their Will, will be invited to join The Egerton Society. Membership of the Society allows us the opportunity to thank and recognise members for their support and acknowledge the significance of philanthropy to the School. Members are invited to annual events and regularly kept up to date with the School and our bursary fundraising.
When my father realised he could not afford to pay for me and my brother through school and university he asked R S Thompson for help and I was awarded a bursary. This enabled me to build skills through being a prefect, secretary of sailing, membership of Literati, and hockey which I played until I was 40, all of which propelled my career and the social leadership roles I have taken. I regard the bursary my father arranged as a loan which I will repay to the School in my Will for the benefit of future students. I would encourage others to remember Bloxham in their Will so that the School can continue to support future generations of Bloxhamists.
John Parker (Cr 61-66), President of The Egerton Society
