Types of donations

Planning for the future

“It takes a noble man to plant a seed for a tree that will someday give shade to people he may never meet.”
D. Elton Trueblood.

Ways to give

There are a number of ways in which you can support the School, now and into the future. Any gift has the power to change lives.

Haileybury Building/Library Fund: The quality and calibre of our School buildings and facilities play a major role in how we deliver world-class education to our students.

Year Group Gift Campaign: Haileybury Foundation’s Class Giving Program provides a Class Scholarship through the generosity of former classmates joining together to fund an annual Scholarship for a deserving student.

Scholarship Fund: Your donation to the Haileybury Scholarship Fund enables students from all walks of life to experience a Haileybury education and achieve their full potential.

Bequests

A bequest is a wonderful way to celebrate your past, while planning for the future.

It provides an opportunity to leave a significant donation in recognition of a lifelong connection to Haileybury and has enormous potential to transform outcomes for future generations.

By making a provision for Haileybury Foundation in your will, you can create a legacy and help ensure that future students are able to benefit from a lifelong love of learning and service to the community.

A bequest may be made to the Foundation to support the School in general or may be applied to a particular purpose – towards a scholarship, or to help fund building work at a campus with which you or your family have been closely associated.

A bequest to Haileybury can be a monetary amount i.e. a portion of your estate, or a particular asset (such as shares, real estate, a painting, or the proceeds of a life insurance policy). A bequest might also be made of all or a specified percentage of the residue of your estate.


The Winged Heart Society

The Winged Heart Society honours those who have indicated that they have placed, or plan to leave, a gift in their will to Haileybury.

Members of the Society receive invitations to an annual event and other special events at the School and within the Haileybury Foundation community and are kept up to date through our Winged Heart newsletter.

The winged hearts were chosen as the symbol for the Society as they hold a special place in the hearts and minds of all who know Haileybury. When Haileybury UK opened as a boys' school in 1862, the first Head, Rev Arthur Grey Butler, adopted the Sursum Corda motto which translates to ‘lift up your hearts.’ The winged hearts are a depiction of the lofty spiritual aspirations of the motto and suggest we soar to new expectations and standards.

Membership of the Winged Heart Society is open to anyone who makes a bequest to the Haileybury Foundation.


Making a difference

“I feel that I owe so much to Haileybury. My great alumni friends. To this day we are all dearly connected and loved by each other. Being a Haileybury graduate opened many professional doors within Australia and the globe that will never be lost on me. Nothing could put a price on the value of my education at Haileybury. I really hope my donation can help a Year 7 student benefit from everything that Haileybury has to offer. It is indeed a great privilege. I am proud of Haileybury and my opportunity to be a student and alumnus of such a fine, upstanding institution. I hope that the School continues on it’s amazing growth.”
Mark Reynolds (OH '79), Winged Heart Society Member

Want to know more about Bequests?

What is a Bequest?
Who Leaves Bequests?
What types of bequests are there?
What is the quickest and easiest way to make a bequest, if I already have a will?
How do I leave a bequest in a will?
What happens to my bequest?
My Bequest is not likely to be large. Is it worthwhile to give?
Is there a minimum bequest for establishing a scholarship in perpetuity?
How should I word my bequest?
What is a codicil?
If I make a bequest, do I need to contact Haileybury?
What if I change my mind?

What is a Bequest?

A bequest is a donation left to a person or organisation and given via your will, once you have taken care of your family and loved ones. You can direct your gift to be used in areas of the School that require them most, such as scholarships, capital works and the School’s libraries.

While a person making a bequest can indicate the use to which their bequest should be directed, untied bequests are of greatest use to the School as they leave it to the Foundation’s discretion as to where best to apply the funds for Haileybury’s benefit.

Who Leaves Bequests?

Throughout our history we have received gifts of all sizes and forms. Every gift, however small or large, is important and allows us to plan with confidence and to support students through scholarships and bursaries. Every bequest is gratefully accepted and acknowledged.

Please note that you can remain anonymous and/or keep your gift amount undisclosed.

What types of bequests are there?

A bequest can take the form of:

  • A specified amount of money
  • A proportion (or whole) of an estate
  • Property
  • Stocks or shares
  • Works of art, collections or jewellery
  • The proceeds of a life insurance, annuity or trust

Providing an estimated amount of the value of your bequest is not required. We will always respect your privacy and wishes.

What is the quickest and easiest way to make a bequest, if I already have a will?

If you have already made a will, adding a bequest to the School is simple. Your solicitor can prepare a codicil form (see below), or you can obtain one from the Haileybury Foundation Office. If you have not yet made a Will, your legal adviser can assist.

How do I leave a bequest in a will?

The best way to arrange leaving a gift to Haileybury Foundation is to speak with a solicitor to create or update your will. A solicitor can ensure that your estate is distributed in a way that meets your wishes.

What happens to my bequest?

Your bequest will be distributed to the appropriate area of the School, based upon your wishes as per your will.

My Bequest is not likely to be large. Is it worthwhile to give?

Yes, it is worthwhile. Over time, and with sound management to retain and grow the capital, funds invested for scholarships distribute many times their initial capital value. Even modest gifts can have substantial impact in providing for students in financial need.

Is there a minimum bequest for establishing a scholarship in perpetuity?

Yes, there is. Please contact our Foundation team for a confidential discussion on this matter.

How should I word my bequest?

Wording for your bequest can be as simple as the following examples:

Bequest to a specific fund

"I give, devise and bequeath, free of all duties and taxes, * to Haileybury Foundation (ABN) 70 142 288 346 for its Scholarship / Building / Library fund."

Unrestricted bequest to Haileybury Foundation

"I give, devise and bequeath, free of all duties and taxes, * to Haileybury Foundation (ABN) 70 142 288 346 for its general purposes

*insert one of the following:
* the whole (or ...%) of the residue of my estate
* the whole (or ...%) of my estate
* the sum of $ (amount)
* (Details of a particular asset, such as shares or property.)

What is a codicil?

A codicil is a short, additional legal document used to make minor changes, amendments or alterations to an existing will. It can be a cost-effective way to make a minor change to a will.

To be legally valid, the codicil must be signed and executed in front of witnesses, like a will. The codicil is then kept with the will.

If I make a bequest, do I need to contact Haileybury?

In short, no. However, advising the School of your bequest enables us to express our gratitude during your lifetime, recognise you in all publications and include you in the Winged Heart Society. We can keep you updated on Winged Heart Society events and other relevant events and developments at the School. It also helps the Foundation in planning for the future support for the School.

To advise us of your plans, please download and return the Bequest Card here.

What if I change my mind?

As outlined above, a codicil is a legal document which makes amendments or revokes an existing will. Similarly, changes to this legal document should be witnessed and retained with the existing will and codicil/s. This can be done in conjunction with your solicitor.

How to give

Online: Choose to give to any of our funds to support our School’s financial future.

By post: Download our Foundation brochure and return with your cheque or credit card details via mail.

In person: We welcome the opportunity to meet with you to discuss your giving preferences. Please contact us to arrange an appointment.

Haileybury Foundation. Changing Lives Forever.

For further information please contact

Email: foundation@haileybury.vic.edu.au
Phone: +61 3 9904 6141