Leave a legacy
Leaving a gift to Kellogg in your will is one of the most important ways to help us create far-reaching opportunities for students.
Every gift we receive helps transform lives and champion lifelong learning.
We are immensely grateful to the many members and friends who have already pledged a legacy gift to Kellogg College. Pledgers will be invited to join the Vincent Strudwick Society – a society established to thank and celebrate those who have promised so generously to leave a gift in their will.
Thank you for considering leaving a gift with a long-lasting impact at Kellogg College and the University of Oxford.
Scholarships make graduate study more accessible
I would have been unable to pursue a doctorate at Oxford had it not been for my scholarship, and I am extremely grateful for this life-changing award. My experience here has equipped me with the tools to begin to see and understand the world in different ways.
Urvi Khaitan, DPhil Economic & Social History. Recipient of the Oxford-Vincent Packford and Geoffrey Smart Graduate Scholarship.
Legacy gifts have lasting impact
I will forever be grateful for the legacy gift that enabled me to be a student at Kellogg. Following the completion of my DPhil, I published my thesis with OUP and am now working at the UK Ministry of Justice.
Matthew Ward, DPhil History. Recipient of the Oxford-Vincent Packford and Geoffrey Smart Graduate Scholarship.
How to leave a legacy
If you have already made a will, and would like to add Kellogg as a beneficiary, the simplest way to do this is by means of a codicil. Download our codicil form (pdf).
Talk to us in confidence
We would be delighted if you would consider leaving a gift to Kellogg in your will. please contact our Director of Development to discuss planning needs: development@kellogg.ox.ac.uk
How to leave a gift in your will
Leaving a legacy gift is easily done in your will, and can be done at any stage of your life. If you have already made a will but want to make changes to it, you should not make alterations on the original document; you should either add a codicil or make a new will.
Types of legacies
Residuary Legacy
A gift of all or part of your net estate, after expenses, liabilities, taxes and other legacies have been met.
Specific Legacy
This is a gift bequeathing personal possessions such as jewellery, property, works of art, or stocks and shares. If you wish to leave a specific legacy, we would be grateful if you would consult the Development Director in advance to ensure Kellogg is a suitable home for your piece.
Pecuniary Legacy
This is a financial gift of a specific sum of money (or shares).
Reversionary Legacy
This gift has the advantage of providing for your family first, and then benefitting Kellogg. It involves leaving your assets to Trustees so that the beneficiaries can enjoy the benefits during their lifetime with the whole or a portion passing to the College on their death. Please refer to the enclosed codicil form for reference to legal legacy wording you can give to your solicitor.
Tax advantages
Oxford University and its Colleges have charitable status as exempt charities under the terms of the Charities Act 2011. Legacy gifts to Kellogg College are therefore exempt from Inheritance Tax and Capital Gains Tax. Remembering Kellogg in your will can also reduce the amount of any tax payable out of your estate: leaving 10% or more of your estate to charity reduces the taxable threshold of your estate from 40% to 36%. Please consult your financial advisor for advice on these benefits.
Legacy giving in the US and Canada
If you live in the United States or Canada and would like more information about leaving a planned gift to Kellogg, please visit our North American Office Planned Giving webpage, or contact:
Americans for Oxford
University of Oxford North American Office
500 Fifth Avenue, 32nd Floor New York
NY 10110
Tel: (+1) 212 377 4900
Email: central@oxfordna.org
Before writing or changing your will, it is always advised to take professional advice about your own circumstances and any applicable laws. We recommend you use a solicitor who specialises in wills and probate. If you have questions about how best to proceed, we’d be happy to help!