Legacy Notification Form

Making a bequest is a private matter, but we would be grateful if you could inform us that you intend to do so. This will give us an opportunity to express our gratitude, invite you to relevant events, and keep in contact with you in accordance with your wishes. Please note that this form does not commit you in any way. It is a statement of your present intention and is strictly confidential.

Asterisk indicates required field.

Your details

Name

Address line 1

Address line 2

Address line 3

Town/City

Postcode

Country

Telephone

Mobile

Matriculation year (if applicable)

Your legacy gift

I am leaving a legacy gift to Merton.

I am considering leaving a legacy to Merton. Please contact me for a discussion.

Type of legacy

Residuary (percentage of residue of your estate after other wishes have been fulfilled)

Pecuniary (a specific amount of money)

Reversionary (percentage of your estate after death of named beneficiary)

Specific (an item, such as a painting or property)

Other…

If possible, please estimate the value of your gift

How your gift will be used

Please indicate if you are happy for Merton to decide how your gift is spent in view of the College's needs at the time, or whether you would prefer a specific area or project to benefit.

I would like the Warden and Scholars of Merton College to decide on the best way to use my gift.

I would prefer my gift to be used for a specific benefit and would like to discuss this further.

If you wish, please provide brief details:

Acknowledging your gift

We are pleased to acknowledge all legacy pledges received in our annual Donor Report and here on our website. Please indicate if you would prefer to remain anonymous.

I wish my gift to be anonymous.

If you have any problems completing or submitting this form, please contact the Web & Media Officer.

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