Leaving a Legacy to St Antony’s College
Legacies and gifts have long been instrumental in enabling institutions to develop and flourish. St Antony’s owes its existence to a generous gift that enabled us to create a welcoming, intellectually-stimulating, truly international environment where our students thrive.
We are committed to sustaining our position as a world-leading centre for research, teaching, and engagement on global and regional issues. A vital part of this is to continue providing opportunities for talented and highly motivated students from around the world, regardless of their background or financial circumstances, for generations to come. Leaving a legacy or a planned gift to St Antony’s is therefore one of the most meaningful investments into our College’s future.
By making a bequest in support of the College’s endowment, you will directly contribute to St Antony’s future and guarantee its financial security and independence in perpetuity.
For the first time in the University of Oxford’s history, the institution has more graduate students than undergraduates. The quality of the institution’s research is recognised and celebrated across the world. This is a wonderful testament to the University and its Colleges. However, many of those offered places at Oxford have to decline their offers due to financial reasons, and provision for academic and extra-curricular support in general is far from sufficient.
Your generous support will help us to continue our Founder’s legacy, and ensure that St Antony’s will be able to continue to provide a world-class education while preserving its core values in perpetuity.
To find out more about our Legacy Programme and for information about leaving a legacy to St Antony’s, please download our Legacy Brochure.
Making a will
It is simple to include a legacy to the College in your Will. It can be done at the time when you make your Will, or, if you have already drawn up a Will, you can revise it when you next update it.
There are two most common types of legacies:
A Residuary Legacy, which enables legators to leave the College all of their estate, or a percentage of it after all other beneficiaries have been paid. This type of legacy ensures that the value of the legator’s gift is unaffected by inflation and evolves in line with the value of their estate.
A Pecuniary Legacy, which allows legators to leave the College a fixed sum of money, the value of which may decrease over time.
If you choose to remember the College in your Will, please let us know by emailing alumni.office@sant.ox.ac.uk so that we can ensure that all aspects of your plans are fully understood and so that we can acknowledge your generosity appropriately.
For substantial legacies, naming opportunities may also be available. We would be delighted to arrange a confidential call or a meeting with you to discuss the details.
We recommend that when drafting and concluding your Will, you discuss your plans with your family and legal professionals with expertise in the area.
The Besse Society
The Besse Society recognises donors who have made bequests to the College. It bears the name of the College’s Founder – and its first ever Benefactor. Members will receive the Society’s lapel pin badge and be invited to exclusive members-only events. Please contact the Development Office for more information.
Tax-efficient giving
UK
St Antony’s College is a registered charity (number 1141293), and as such, legacy gifts to the College are exempt from both inheritance and capital gains tax in the UK. Additionally, if you leave charitable gifts in your Will that amount to 10% or more of your chargeable net estate, the inheritance tax rate on the estate may be reduced from 40% to 36%. Please consult your financial adviser, who will be able to discuss your personal situation.
USA
Planned giving tax benefits apply to bequests made by our supporters who are US taxpayers. If you would like to know more about leaving a bequest from the USA, please contact the Development Office.
Canada
The University of Oxford and its Colleges are deemed to be a ‘prescribed University outside Canada’ by the Canada Revenue Agency. This status allows individuals and trusts to claim a non-refundable tax credit for Canadian income tax purposes in respect of donations made to St Antony’s College. The bequest will result in a tax credit on your final income tax return.
Germany
Legacy gifts made via German Friends of Oxford University are treated in the same way as lifetime donations for the purposes of inheritance and gift tax in Germany. If you are a German taxpayer and wish to leave a gift in your Will to St Antony’s College, please contact the organisation’s Chair, Dr Jan Willisch, at germtax@gmail.com.
Switzerland
As of January 2023, a major update to Swiss inheritance law has liberalised the ‘forced heirship’ rules and thus has made it easier for Swiss citizens and Swiss residents to make testamentary dispositions under Swiss law to remember charities such as Swiss Friends of Oxford University in their Wills. If you are a Swiss taxpayer and wish to leave a gift in your Will to St Antony’s College, please contact Swiss Friends of Oxford University (SFOU) at info@oxfordfriends.ch.
Other parts of the World
There could also be tax benefits associated with legacies made by taxpayers in other countries. If you are a taxpayer outside the UK and US, please contact the Development Office to discuss the options.