Leaving a Legacy
Join the Maclaren Society
Your will is the best way to provide for your friends and family, to support the causes you believe in and to acknowledge the influences that have shaped your life.
From Beneficiary to Benefactor
Since its foundation, legacies have played, and continue to play, a major part in the history of Summer Fields. Charitable bequests from alumni and friends make a great difference to the lives of the boys and our school community.
Your gift to our future
Whether you wish to express your gratitude for the education you or your son received or to influence future generations, leaving a gift in your will to Summer Fields can help secure the future strength of this unique school and ensure the education of future generations.
Legacies have played a very important role in the establishment and growth of The Maclaren Foundation (our bursary endowment fund).
Our aim is to enhance the Maclaren Foundation fund so that we can build upon our tradition of excellence by widening access and enabling talented pupils, regardless of background and ability to pay, to benefit from an education at Summer Fields.
Because Summer Fields is a charitable institution, all bequests to the school are free from Inheritance Tax. Including a charitable bequest in your will is a simple matter, although we strongly advise that you take professional legal advice when doing so. You can find further guidance on leaving a legacy gift at Remember a Charity
How to leave a gift in your will
There are four main types of gift that you can make in your will, and we recommend that you seek professional advice in deciding which is most appropriate.
RESIDUARY GIFT
A residuary gift enables you to give Summer Fields whatever remains of your estate after providing for your family, and meeting all debts and liabilities. This gift has more flexibility than a pecuniary gift in that you do not have to quantify the sum or take into account inflation when you draw up your will.
PECUNIARY GIFT
A pecuniary gift is the simplest form of legacy, allowing you to specify an exact sum of money.
SPECIFIC GIFT
A legacy need not necessarily be monetary. You may wish to leave specific assets such as stocks and shares, library collections, property, jewellery, antiques, works of art or other valuables.
REVERSIONARY GIFT
This type of legacy allows for your estate, or particular assets, to be passed onto your spouse, children or other named individuals, for their lifetime. On their death the whole or a portion of these assets revert to Summer Fields.
CODICIL
If you have already made your will, you can make an amendment by codicil to include Summer Fields
Keeping the school informed
If you have chosen to remember Summer Fields in your will, we would be grateful if you could inform us by completing the legacy pledge form in the legacy brochure (download below). This ensures that all aspects of your plans are fully understood and means we can thank you appropriately. It does not represent a binding commitment, and your plans will be treated in the strictest confidence.
Membership of the Maclaren Society
If you intend to leave a gift in your will to Summer Fields or indeed have already done so, you are eligible for membership to the Maclaren Society. Members of the Maclaren Society will be invited back to the school to see for themselves the developments and achievements of the school. Members will also receive information and invitations to events held at the school and elsewhere in the UK.
Please contact the Development Office.
