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Remembering Lampeter in Your Will

You may wish to leave a donation to the University in your will, with the sum being paid out of your estate on your death. The following are examples of typical clauses that could be used in a will, although you should note the important disclaimer at the foot of this page.

  1. Monetary Gift – a gift of a fixed sum of money for the general purposes of the University

    “I give [the sum of £_______] to the Lampeter Alumni Office, University of Wales Trinity Saint David, College Street, Lampeter, Ceredigion, SA48 7ED (registered Charity Number 1149535).

    It is my wish that it shall be applied for the benefit of said University wherever the University considers the funds could be best used at the time of receipt.  On realisation of the bequest, a receipt from the Vice-Chancellor or other authorised officer shall be sufficient discharge for my executors. “    

  2. Specific Gift – a gift of specific item(s) for the general purposes of the University                                            

    “I give [insert details of specific item(s)] to the Lampeter Alumni Office, University of Wales Trinity Saint David, College Street, Lampeter, Ceredigion, SA48 7ED (registered Charity Number 1149535).

    It is my wish that it shall be applied for the benefit of said University wherever the University considers the funds could be best used at the time of receipt.  On realisation of the bequest, a receipt from the Vice- Chancellor or other authorised officer shall be sufficient discharge for my executors.”

  3.  Residuary Gift – a gift of the whole of the residuary estate for the general purposes of the University

     “I give all of my residuary estate to the Lampeter Alumni Office, University of Wales Trinity Saint David, College Street, Lampeter, Ceredigion, SA48 7ED (registered Charity Number 1149535).

    It is my wish that it shall be applied for the benefit of said University wherever the University considers the funds could be best used at the time of receipt.  On realisation of the bequest, a receipt from the Vice- Chancellor or other authorised officer shall be sufficient discharge for my executors.”

  4. Residuary Gift of a percentage of the residuary estate for the general purposes of the University

    “I give _____% of my residuary estate [before/after the deduction of Inheritance Tax, if any is payable – it is recommended that specialist legal advice is obtained in this regard] to the Lampeter Alumni Office, University of Wales Trinity Saint David, College Street, Lampeter, Ceredigion, SA48 7ED (registered Charity Number 1149535).

    It is my wish that it shall be applied for the benefit of said University wherever the University considers the funds could be best used at the time of receipt.  On realisation of the bequest, a receipt from the Vice- Chancellor or other authorised officer shall be sufficient discharge for my executors.”

The above suggested clauses are where the gifts are to be used for the University’s general purposes as an educational charity.  If specific charitable aims or specific departments within the University are desired then the following alternatives may be considered:-

 [To support students]

“It is my wish that it shall be applied for its general purposes as an educational charity [AND I request that the funds be used for the financial support of students as deemed appropriate by the Registrar and Clerk or other proper officer at that time.]  On realisation of the bequest, a receipt from the Vice- Chancellor or other authorised officer shall be sufficient discharge for my executors.”

[To a specific faculty/school/department]

“It is my wish that the gift be used within the [faculty/school or department] in such a way as the University Registrar and Clerk or other proper officer at that time shall deem appropriate.  In the event that the said [faculty/school/department] shall cease to exist or amalgamate with another faculty, department, school or college or changes its name before my death then I request that the University apply the said gift to such other faculty, department or school within the University as the Registrar and Clerk or other proper officer shall in his or her absolute discretion think fit.  On realisation of the bequest, a receipt from the Vice- Chancellor or other authorised officer shall be sufficient discharge for my executors.”

If it is intended to benefit a particular location, for example Lampeter or Carmarthen Campus, then the suggested wording for a specific faculty/school/department should be used but amended accordingly.

Possible example:-

“I give the sum of £10,000 to the Lampeter Alumni Office, University of Wales Trinity Saint David, College Street, Lampeter, Ceredigion, SA48 7ED (registered Charity Number 1149535).

It is my wish that the gift be used within the Faculty of Humanities at Lampeter in such a way as the University Registrar and Clerk or other proper officer at that time shall deem appropriate.  In the event that the said Faculty of Humanities at Lampeter shall cease to exist or amalgamate with another faculty, department, school or college or changes its name before my death then I request that the University apply the said gift to such other faculty or school within the University as the Registrar and Clerk or other proper officer shall in his or her absolute discretion think fit.  On realisation of the bequest, a receipt from the Vice- Chancellor or other authorised officer shall be sufficient discharge for my executors.”


Disclaimer

The above suggested clauses are examples of clauses which may be used in a Will in order to make gifts to the University and may not be appropriate in every circumstance.  Therefore, these clauses should not be relied upon without first seeking specialist legal advice, particularly as to the implications of Inheritance Tax.  The University will not be responsible to any person who uses the above example clauses without taking their own legal advice.