Details on leaving a gift to the University

Thank you for considering leaving the University of Sheffield a gift in your Will. We hope this page will provide you with all the information you need.

Since 2000, the University has received 103 Legacy gifts totalling over £7.2 million. These funds are helping departments, research projects and students in many different ways. We hope you will join our 550 alumni, staff and friends who have already confirmed that they have left a gift in their Will to the University

Contents of pageFirth Court


Legacy brochure

Please click here to download a copy of our Legacy Brochure, or complete our Legacy Enquiry Form to receive a paper copy.

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Legacy newsletter

The first issue of the newsletter 'A Legacy to Sheffield' was released in 2010. We are committed to recognising our benefactors and ensuring that their Legacy gifts are used wisely. This newsletter provides us with a platform to thank those that have already left a gift in their Will and also encourage others to follow in their footsteps.

To read all issues visit our Legacy Newsletter page.

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Legacy Video

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Types of Legacy Gift

Residuary: A percentage, or all, of your estate (after debts, funeral costs and pecuniary gifts are paid).
Pecuniary: A specific sum, which can be index linked to safeguard its future value.
Specific: A particular item to be used or sold by the beneficiary
Reversionary: Allows you to leave your assets to your friends and family for their lifetime. When the beneficiary dies, the gift will revert to the University of Sheffield.

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Areas that you can support

The University can benefit from your help in a variety of areas including medical research, scholarships, student hardship, the Library and facilities for students.

If you are planning to leave a legacy for a specific part of the University, or for a named prize or scholarship, we would be delighted to discuss this with you so that we can fully understand your wishes.

The University is constantly evolving, so gifts that are not dedicated to a particular area are extremely valuable. Unrestricted gifts enable the University to channel resources to areas where the need is most pressing.

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The Heritage Circle

In 2010, the University launched the Heritage Circle to recognise the special commitment of people who choose to support the University with a gift in their Will.

Members of the Heritage Circle receive:

  • Priority invitations to selected alumni events including the annual Heritage Circle Lunch
  • A commemorative Silver Arrows pin badge
  • A Legacy to Sheffield Newsletter
  • Tour of the campus

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Benefactors BoardBenefactors' Board

Anyone who leaves a gift in their Will to the University will have their name placed on the Benefactors' Board in the foyer of the University’s most prestigious building, Firth Court.

See our Benefactors' Board page or click on the picture for a larger image.

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Obituaries and tributes

The University has a dedicated Obituaries and Tributes webpage to honour the lives of alumni, former staff and friends of the University. Please contact us if you would like to include an obituary or tribute on this page.

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Key information your solicitor will need

The University of Sheffield is an exempt charity (Charity number - X1089) and is therefore exempt from Income Tax and Inheritance Tax. This means that the University pays no tax on gifts of money or property made in your lifetime or after your death, and a Legacy to the University normally reduces tax payable on your estate.*

* payable on estates of £325,000 or over, for the tax year 2012/2013

See our page Inheritance Tax Changes to read more about the tax changes after 6 April 2012

The official contact person for solicitors and executors is the University’s Registrar and Secretary.

The University’s formal address is

The University of Sheffield
Western Bank
Sheffield
S10 2TN

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Suggested wording

For more details about suggested wording, please contact David Meadows on the details at bottom of this page. We are always happy to discuss your Will wording and draft some ideas for you to consider. However, we would always advise that your Will wording is checked with a solicitor or relevant qualified person.

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Please tell us about your Legacy

Solicitors and Will writers do not pass any information about their clients Legacy pledges to the intended beneficiaries. If you have left a gift in your Will, please do let us know by filling in our Enquiry Form. We want to be able to thank you for the gift you have planned and ensure that you take advantage of all the benefits of The Heritage Circle.

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Inheritance Tax

Legacy_10

UK legislation on Inheritance Tax has changed. From 6 April 2012, any estate which leaves at least 10% of its taxable wealth to a charitable cause will be able to take advantage of a reduced rate in Inheritance Tax, from its normal level of 40% down to 36%. For more information about the changes please visit the Legacy 10 website or click on the logo.

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Changing an existing Will – Codicil

You can make an amendment to an existing Will by adding a Codicil form. The form is also available on the right hand menu. Please discuss adding a Codicil with your solicitor.

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Testamentary bequests from the USA

Please visit our Giving in the USA page to read more about a bequest from the USA.

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Glossary of Legacy terms

Not all terminology with Will writing is straightforward. We have put together a Glossary of Terms should you need it.

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Making a donation now

We understand that many people make a legacy gift because they feel they haven’t got the capacity to make a donation in their lifetime that can make a difference. At the University, even the smallest donation now has a large impact on the life of our students and staff. To read more about donating now visit our Alumni Fund pages.

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Giving through your pension

If you have a life assurance provided by your employer’s pension scheme, or you are currently withdrawing income from a personal pension fund, you can nominate the University of Sheffield as a beneficiary on your death. This is an extremely tax-efficient way of supporting the University with a gift that is completely free of Inheritance Tax.

Please contact us for more information

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Whole body donation for medical science and education

The University of Sheffield is fortunate to receive whole body donations for anatomical examination. Please click here to read more about this process and finding the correct contact within the University.

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Bereavement Support

Cruse Bereavement Care (CBC) supports people after the death of someone close. If someone you know has died and you need to talk, the University can recommend CBC, call them on 0844 477 9400 or send an e-mail to helpline@cruse.org.uk

Face-to-face and group support is delivered by trained bereavement support volunteers across the UK.

They also offer information, publications, and support for children.

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Contact

If you would like to speak to somebody in confidence about any aspect of leaving a gift to Sheffield in your Will, please contact Dave Meadows, Legacies Development Officer

David MeadowsTelephone: +44 (0)114 222 1073
Email: d.meadows@sheffield.ac.uk

To make an enguiry please complete our Legacy Enquiry Form

Development, Alumni Relations and Events Office
40 Victoria Street
Sheffield
S10 2TN (If visiting in person please use: S3 7QB)