LEGACY PLEDGE FORM

My first Will was made at the classic time of being recently married. I
wanted to express my gratitude and affection for all that I had
experienced at Sherborne and in the hope that this would enable others
also to have the opportunities and experiences that Sherborne offers.
When I re-made my Will a few years ago, the sentiments were
unchanged, but reinforced by my elder son's words in the car when he
left Sherborne for the last time: I had a thoroughly good time there,
and I don't think I could have done better anywhere else.
Tim Barnard (c, 1971)
THE SHERBORNE SCHOOL FOUNDATION

LEGACY PLEDGE FORM

Thank you for considering leaving a legacy to Sherborne. Notifying us of your intentions would be helpful, enabling us
to plan the future with confidence and, if you so wish, enabling you to join The Bow Society. We strongly advise you to
consult your solicitor or other professional adviser before making or altering your Will.

Please complete this form in BLOCK CAPITALS and delete where necessary:

Name: Name: ______________________________________________________________________________________

Address: ___________________________________________________________________________________________________

_________________________________________________________________________ Postcode: ________________________

Telephone: ____________________________________________ Email: ______________________________________________

Relationship to School (and House if applicable): Date:

Please tick as appropriate:

I intend to remember Sherborne in my Will
I have already remembered Sherborne in my Will
I would like someone to contact me to discuss my legacy plans

I plan to leave/I have left:

a pecuniary legacy
a specific legacy of _____________________________ (please state e.g. shares or jewellery)
a residuary legacy
a reversionary legacy
It would be very helpful to have an approximate indication of the nature/value of your gift, if known:

This form is CONFIDENTIAL to The Sherborne School Foundation and is in no way legally binding. It will be treated in
the strictest confidence and will not be used for any other purpose.

Please return it to:

Freepost Plus RSBS-LCLH-BUBE
Sherborne School Foundation
Abbey Road
Sherborne
DT9 3AP
The Sherborne School Foundation Registered Charity No.1073522 Company Ltd. By Guarantee No 3686309
Abbey Road, Sherborne, Dorset DT9 3AP T: 01935 810554 E: foundation@sherborne.org
THE SHERBORNE SCHOOL FOUNDATION

CODICIL TO YOUR WILL

Important Notes
This form is intended for straightforward pecuniary gifts or specific chattel items
A beneficiary under the Will or his/her spouse must not be a witness
You will need two adult witnesses to you signing this codicil. They, or their spouses, cannot be beneficiaries

Please complete this form in BLOCK CAPITALS and delete where necessary:

Name: ______________________________________________________________________________________

Address: ___________________________________________________________________________________________________

_________________________________________________________________________ Postcode: ________________________

Declare this to be a codicil to my last Will dated __________________________________________

In addition to the provisions of my said Will I give to:
The Sherborne School Foundation Registered Charity No. 1073522
The sum of (amount in figures and words)

Specific item(s) (please detail)

for its general charitable purposes absolutely

This legacy is given free of all inheritance tax payable on or by reason of my death.
In all other respects I confirm my said Will. In witness whereof I have hereunto set my hand this
Day _______________ Month _________________ Year
Signature _________________________________________________________________________

Signed by the above named as a codicil in the presence of us both at the same time who at his/her request and in
his/her presence and in the presence of each other have hereunto subscribed our names as witnesses:

Witness One
Name ____________________________________________________________________________
Address
Post Code ________________________
Occupation ________________________________________________________________________
Signature _________________________________________________________________________

Witness Two
Name ____________________________________________________________________________
Address
Post Code ________________________
Occupation ________________________________________________________________________
Signature _________________________________________________________________________
The Sherborne School Foundation Registered Charity No.1073522 Company Ltd. By Guarantee No 3686309
Abbey Road, Sherborne, Dorset DT9 3AP T: 01935 810554 E: foundation@sherborne.org
CODICIL

The third generation of my family is now

having the good fortune to enjoy a
Sherborne education. In an at times
troubled and unstable world, the high
standards of learning, courtesy, common
sense and fellowship fostered by the School
remain an inspiration for the future. Long
may those qualities continue - and I see a
Legacy in my Will as an ideal way of
supporting them.
Marcus Wills (b, 1961)