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Including the Rhodes Scholarships in Your Estate Planning

The Rhodes Scholarships were founded over one hundred years ago by a bequest gift. As a result of that legacy over 8000 young people from across the world have benefitted from an Oxford education and became part of a lifelong community. By including the Rhodes Scholarships in your estate planning you ensure future generations will continue to benefit from this unique experience.

What kind of gifts might I consider in my estate planning?

Depending on the specific laws and regulations in your country, you can have many options open for you to consider. Bequests in your will tend to be the most common but your estate might also include gifts of life insurance policies, real estate, retirement assets, annuities, personal property, or placing assets in trust with the Scholarships named as a beneficiary. With some planned gifts you can continue to receive income from an asset during your lifetime. Your tax bill can also be reduced, for example by gifting assets such as securities which have risen in value, or by lowering your estate tax liability.

Information for other interested supporters

The Rhodes Trust welcomes estate gifts from all members of the broader community and we would be happy to discuss the Scholarships with any interested supporters including estate planners, lawyers and financial advisors or anyone interested in supporting the oldest, and arguably most prestigious Scholarship programme in the world.

Recognising your support

Bequests and planned gifts are an important way to  sustain the Rhodes Scholarships in the years, decades and centuries to come. . With your agreement we are delighted to recognise and honour your future gift now by including you as a member of The Rhodes Society list in our annual donor report and including you in various special events that may be held in your region.

Tax Efficient Giving

All information provided is general in nature and does not constitute legal or financial advice. We strongly encourage you to seek professional legal, estate planning and/or financial advice as you decide on your next steps.

Please note: Rhodes Trust has affiliated tax registered charities in nine jurisdictions: the UK, USA, Australia, Canada, Germany, Hong Kong, India, New Zealand, and South Africa. It is important that your estate planning includes the relevant Rhodes affiliate’s correct legal name to ensure that your bequest is executed in accordance with your wishes. If you already have made arrangements for a bequest or planned gift please take time now to check that it the appropriate Rhodes legal entity is named.  Please feel free to contact us at email listed below for further information.

Useful Documents

There are a number of useful documents to assist you in making arrangements for your gift including specific forms for our separately incorporated entities.

 

Contact

For Further Information 

Should you wish to discuss leaving a bequest to support the Scholarships, please contact David Mungall, E: david.mungall@rhodeshouse.ox.ac.uk