Autumn colours and the Sandy Irvine Memorial

Supporting Merton: Leaving a Legacy to Merton

Since its foundation, Merton has benefited enormously from the generosity of Old Mertonians, Fellows and friends who have generously left gifts to the College in their Wills.

More than 150 Mertonians and friends have informed us of their intention to leave a legacy to Merton in their wills. To thank them and to recognise their commitment to the College, we have created the Founder’s Society, named in honour of our founder, Walter de Merton, who gave generously to enable the establishment of Merton in 1264. The Founder’s Society meets regularly in College for lunch, most recently in June 2018.

A gift made directly to Merton should be worded in your Will as follows:

"I give to the Warden and Scholars of the House or College of Scholars of Merton in the University of Oxford (hereinafter called "the College") (£X / X% of my estate) free of tax, such to be applied to the general purposes of the College towards the promotion of its object, and I direct that the receipt of the Bursar or other authorised officer for the time being of the College shall be a good and sufficient discharge to my executors for the payment of the aforesaid legacy."

Most bequests are given for the general purposes of the College, which will allow application of the funds as needed in the future. However, these gifts can be made for a specific purpose (e.g. naming and endowing a scholarship, fellowship or bursary fund). If you wish to leave a gift to the College for a particular purpose, please contact the Development Director to discuss your wishes.

We particularly welcome gifts of the residue or specified proportion of an estate, as the value of this type of bequest is unaffected by inflation.

Please be assured that no gift is too small and what you give will help shape the future of Merton and its continued commitment to excellence.

For further information, please download our Legacy Brochure. To inform us of your intentions, please complete and submit the Legacy Pledge Form.

We strongly recommend that you consult a solicitor when making or changing your Will.

For information about leaving a legacy from North America, please contact the Development Director.