Making a legacy
1. Decide on the type of legacy
You will need to choose the type of legacy that you would like to leave. Please click here for further details.
2. Send us a pledge form
You can download the legacy pledge form at the bottom of this page. If you wish to make a legacy, please return the form to the Development & OEA Office (details are below). This form is not a legal commitment and you can change your mind in the future. However, it is a simple way for you to express your wishes and having knowledge of legacies that have been pledged helps us to plan for the future. It will also enable the school to thank you properly for your gift during your lifetime.
3. Inform your solicitor
If this is your first will, you simply need to ask your solicitor to insert a paragraph in your will detailing your wishes. If you already have a will, you can ask your solicitor to update it by adding a codicil. A codicil form and some suggested wordings can be downloaded at the bottom of this page.
4. Confirmation and recognition
Once we have received your pledge form, we will be in touch to confirm all the details. This is also a good opportunity to discuss how the legacy will be used and how you want the school to recognise your gift.
Please note that nothing stated on this website is intended to constitute legal advice by The King Edward's School Birmingham Trust. We would strongly advise anyone wishing to make or update a will to seek independent professional advice from a solicitor.
Please make sure that any legacy is made to The King Edward's School Birmingham Trust, not to the school itself.
If you would like to discuss making a legacy, please contact the Development & OEA Office at firstname.lastname@example.org or on 0121 415 6055.