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Your Trinity Legacy
Remembering Trinity in your Will
After meeting commitments to your family, loved ones, and dependents, you may choose to remember other causes and organisations that have played a significant part in shaping your life. For over 350 alumni who have chosen to leave a gift to Trinity in their Will, a bequest is the most enduring gift of all.
The generosity of previous generations has allowed the College to establish named studentships and bursaries, maintain and improve its buildings, and support a thriving College community through sports clubs and student societies. No matter the size of the gift, legacies allow Trinity to ensure excellence in teaching and research for
generations to come.
Whether you are planning for your retirement, writing your first Will, or considering giving to the College, legacy gifts are a way to support Trinity while benefiting from significant financial and tax advantages.
By notifying us of your intention to remember Trinity in your Will, you will also be welcomed as a member of the Great Court Circle, Trinity’s legacy society.
To notify Trinity of your provision to include the College in your will, please download and return our Legacy Pledge Form. Completed forms should be emailed to [email protected] or posted to the Alumni Relations and Development Office. Alumni who reside in America can make provision to include Trinity College in their estate plan by contacting Cambridge in America.
If you have already made your will, but would like to add Trinity College as a beneficiary, you can do so by completing this Codicil Form.
To learn more about leaving a legacy to Trinity College, please email [email protected].
Everyone who has informed us of a gift in their Will to Trinity will be welcomed as a lifetime member of The Great Court Circle, irrespective of the size of the legacy.
No gift is too small, and the society is our way of thanking you for your generosity. In recognition of your support for Trinity, we would like to welcome you to College for regular events in Hall, followed by tours of the Fellows’ Garden, music recitals or lectures.
Residuary Legacy
Leaving all or part of the residue of your estate after expenses have been deducted and bequests to your loved ones and dependants have been made. This way the real value of the gift you decide to leave is protected.
Pecuniary Legacy
Leaving a specific sum of money which may be linked to the Retail Price Index.
A Reversionary Legacy
Leaving all or part of your assets to trustees which only revert to the College when your loved ones or dependants die, and that beneficiary has the full benefit of the income from it during their lifetime.
Conditional Legacy
Leaving all or part of your estate to an individual, but in the event that they die before you the legacy goes to the College.
A Specific Legacy
Leaving a specified possession to the College which may be in the form of property, valuables, works of art or stocks and shares.
Life Assurance Policy
Making Trinity College the beneficiary of a life assurance policy, payable on death, enabling you to provide for the College during your lifetime.
Inheritance Tax is a tax on a person’s estate that is left behind after they have died. The estate includes money, property and possessions. It is a tax on the transfer of assets from one individual to another, owed if the value of the deceased’s estate exceeds the Inheritance Tax Threshold (£325,000).
The standard Inheritance Tax rate is 40%. It’s only charged on the part of the estate that is above the threshold.
Tax relief
You may qualify to pay Inheritance Tax at a reduced rate of 36% if you leave at least 10% of your net estate to charity. For further information, please visit gov.uk/inheritance-tax.
Trinity is recognised as a charity for tax purposes in the United Kingdom. The registered charity number for Trinity College is: 1137604.
Established in 1998, The 1209 Society honors and acknowledges the many generous benefactors in the US who recognize the importance of the University of Cambridge and its thirty-one Colleges through their estate planning.
When you notify Cambridge in America that you’ve included Trinity and/or the University in your estate plan it is known as a bequest intention. This is all it takes for us to invite you to become a lifetime member of The 1209 Society.
For further information on The 1209 Society, please visit the Cambridge in America Website.
New for Alumni: Free Will-Writing Service
Trinity College is pleased to offer all alumni access to a free online will-writing service through our partnership with Farewill, the UK’s best-rated will-writing provider.
Farewill is intended for those writing their Will for the first time. If you already have a Will and wish to make changes, such as including a gift to Trinity, we recommend consulting your solicitor directly.
With Farewill, there is no obligation to include a gift to Trinity in your Will, but it is something many alumni choose to do as a way of supporting the next generation of students at Trinity.
To get started, please contact [email protected] and simply ask for the link to our free will-writing service.