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Making a Bequest

The Rhodes Scholarships were founded over one hundred years ago by a bequest gift. As a result of that legacy over 8,000 young people from across the world have benefitted from an Oxford education. The enduring legacy of your support will be to help secure and enhance the Scholarships for years to come. Together our collective impact will be incalculable.

What kind of gifts does ‘planned giving’ include?

You have plenty of choice. Apart from bequests in your Will, your planned giving can 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.

Legacy Match: information for Rhodes Scholars and their spouse/partner

If you arrange to leave a legacy or planned gift to the Rhodes Scholarships the value of your gift will be increased immediately through a generous Legacy Match programme funded by the McCall MacBain Foundation. The Legacy Match applies to Rhodes Scholars and their spouses/partners only.

The Legacy Match is pretty simple and is not binding. All you need to do is name the Rhodes Trust as a beneficiary in your will or planned gift. Once you have informed the Trust of your intended gift the McCall MacBain Foundation will make an immediate payment to the Trust of 10% of the estimated value of your future gift.

If you are not able to estimate the future value of your gift then the match gift received by the Trust will be £5,000. This substantial sum would cover the stipend for one scholar for a whole term. Please consider making a bequest pledge today.

Your bequest commitment is not binding and you can revise your estate plans in the future if you wish. More details are available on the Legacy Match form below.

Information for other interested supporters

The Rhodes Trust welcomes bequests and planned gifts from all interested supporters. If you are considering leaving a gift to the Rhodes Scholarships we would be happy to discuss the various options with you. The Legacy Match applies to Rhodes Scholars and their spouses/partners only.

Recognising your support

Bequests and planned gifts are an important source of income to sustain the Rhodes Scholarships. There are a number of important reasons why it is helpful if you inform us of your intention. With your agreement we are delighted to recognise your future gift now by including you as a member of The Rhodes Society list in our annual donor report.

Tax Efficient Giving

In many cases it is possible for your bequest or planned gift to reduce your tax liability. 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 details or your estate may be liable for more tax than it otherwise need be. If you already have made arrangements for a bequest or planned gift please take time to check that it will achieve the appropriate tax receipt for your jurisdiction.

Useful Documents

There are a number of useful documents to assist you in making arrangements for your gift.

NB - You will need to complete the Rhodes Scholar Legacy Match form in conjunction with one of the other forms listed below as appropriate (Codicil, country specific forms)

Contact

Should you wish to discuss leaving a bequest to support the Scholarships, please contact Erica Mirick, T: +1 207 408 1210, E: erica.mirick@rhodeshouse.ox.ac.uk. Please note, the Rhodes Trust is unable to offer legal or financial advice.