Your Manchester Legacy

Together we’re shaping the world of tomorrow

Building on the long history of philanthropic support that the University has enjoyed - from the Manchester businessmen and industrialists who founded the Manchester Mechanics Institute in 1824, to the visionary legacy gifts made by John Owens, Joseph Whitworth and Richard Copley Christie – a gift in your Will can provide you with an opportunity to make a statement about your support for the University, your values, and the issues in society which are important to you. Whether you have been inspired by the University – be it the research agenda, a commitment to the University’s wider cultural activities, or something else that may have influenced your life or career, a gift in your Will, no matter how large or small, can help the University maintain and enhance the high standards in teaching, research and scholarly enquiry for future generations.

Donors have often had strong personal reasons for supporting the University: commemorating their own or a loved one's time here; giving others a chance to follow in their footsteps by studying at Manchester; celebrating the University’s influence on their lives and careers; or accelerating the University’s progress in tackling major issues for the benefit of society through ground-breaking research.

Whatever the reason or size, a gift in your Will means that you can help the University achieve and to continue that achievement for the long-term. Your support can have a real and enduring effect – speeding up vital research; strengthening an academic discipline; facilitating the University’s ability to attract the best undergraduate and postgraduate students, irrespective of their personal circumstances; or supporting the University’s aim to recruit the very best teachers and researchers.

Together, we can ensure that Manchester, as the oldest civic University, will continue to leave its own long-term legacy to society for future knowledge and learning, research and scholarly achievements, and for its wide-ranging work in the local, national and international community.

Today’s University benefits in all sorts of ways from the vision and generosity of benefactors. In many cases a gift in a Will has facilitated an on-going link between the University and the donor’s family, or others with close connection to the donor. Below are just some examples of the impact and importance of recent legacy gifts:

The Faculty of Medical and Human Sciences – represents the important healthcare disciplines in its five Schools (Dentistry; Medicine; Nursing, Midwifery and Social Work; Pharmacy and Pharmaceutical Sciences; and Psychological Sciences)

The Faculty of Humanities – brings together seven Schools (Arts Histories and Cultures; Education; Environment and Development; Languages, Linguistics and Cultures; Law; Manchester Business School; Social Sciences)

• Mrs Marjorie Broadhurst’s gift was for The University of Manchester’s Rheumatic Disease Centre.

• Miss Sheila Beckles had a love of music and attended University concerts. Her gift was for the general purposes of the Department of Music

• Mr Robert Graham received a BSc (Hons) Mathematics 1954 and a Cert Ed 1955.

His gift was for supporting research at the Medical School.

• Mrs Eleanor MacLeod graduated in 1928 with a BA (Hons) Arts and was also a former University lecturer. Her gift supports the Division of Human Communication and Deafness and a Research Support Fund is being created in Mrs MacLeod’s memory.

• Mrs Mary Cheney. Mrs Cheney's late husband was Prof Christopher Robert Cheney who was Professor of Medieval History at Manchester from 1945-1955.

Her gift was for the Arts Library.

• Miss Betty Kemp received a BA (Hons) in History in 1940. Her gift was for the Department of History.

The Faculty of Life Sciences – novel educational and research interactions are encouraged across research themes focused on producing scientific breakthroughs which can be applied for direct patient benefit (including Genomics and Cell-Matrix Research; Eye and Vision Sciences; Immunology; Molecular Biology; Neurosciences; and Tissue Regeneration and Stem Cells).

• Mr William Durrant’s gift was for the Manchester’s Arthritis Research Campaign Epidemiology Research Unit • Dr Isabella Muir was a research Biochemist at the University. Her gift supports research in the Wellcome Trust Centre for Cell-Matrix Research.

• Miss Jessie Upton’s gift was for Epidemiology.

• Mrs Kathleen’s Wright’s gift was for Glaucoma research.

The Faculty of Engineering and Physical Sciences – allows students to work at the cutting edge of science across nine Schools (Chemical Engineering and Analytical Science; Chemistry; Computer Science; Earth, Atmospheric and Environmental Sciences; Electrical and Electronic Engineering; Materials; Mathematics; Mechanical, Aerospace and Civil Engineering; and Physics and Astronomy).

• Mr Donald Butler was a former member of staff. His gift provided for the creation of a student PC cluster and equipment for the School of Physics.

• Dr George Howard received a BSc (Hons) Chemistry in 1943 and a MSc Polymer Science and Technology 1944. His gift supports The Howard Scholarship in Chemistry.

• Mr Charles Marks gained a BSc Mechanical Engineering 1940 and a MSc Technology 1945. His gift was for Masters Scholarships in Mechanical, Aerospace and Civil Engineering, for students from the USA • Ms Lilian Wilkins’s gift provides Bursaries for outstanding students of Chemistry and/or Polymer Technology

Cultural Assets (The Manchester Museum, The Whitworth Art Gallery, The John Rylands Library and Jodrell Bank) • Mr Joseph Hamilton’s unrestricted gift was for John Rylands Library in memory of the kindness of the librarian at the time of Mr Hamilton’s study in 1948. His gift has supported the John Rylands University, Deansgate.

• Mr Cosmo Rodewald was a former Senior Lecturer in History at the University. His gift has supported the Whitworth Art Gallery and the Department of Music.

Other Gifts • Professor Durward Cruikshank received an MSc Charter II (3) in 1971 and was a Professor of Chemistry at the University from 1967 to 1984. His gift provided for student hardship and the John Rylands Library.

• Mr Michael Fairley received a BA (Hons) Geography in 1951. His gift was unrestricted.

• Mr Douglas Farnie, a former Reader in History at the University, made a gift for the benefit of the John Rylands Library.

When the time is right we hope you will consider The University of Manchester when making your Will as we would be honoured to be the selected partner for your generosity. In return we are committed to maximising the impact of your gift to the fullest extent possible. You may already have something in mind as to how your gift could benefit the University and we would be happy to discuss this with you. If you are unsure about how your gift could make a difference you may like to consider structuring your support for the University in one of the following ways, according to the scale and purpose of your gift: The Undergraduate Scholarship Endowment - annual interest and capital is used to enable students with the necessary academic ability and personal motivation, irrespective of their financial circumstances to join a Manchester degree programme.

The Postgraduate Scholarship Endowment - annual interest and capital is used to ensure that Postgraduate education and research remains a viable option for the brightest students.

The Student Hardship Endowment a restricted permanent endowment which uses the annual interest accrued to provide vital support to students through their studies when it is most needed, where it is clear that urgent financial need is due to genuinely unpredictable loss of income.

The Research Endowment - annual interest and capital is used to provide vital funds for facilities, equipment, academic posts and other research priorities across the University. It is used to advance the education of the public by promoting research within the University and by publishing the results of such research.

Linking a gift in your will to a lifetime gift - you may be interested in seeing the difference your support and careful estate planning can make during your lifetime. The University of Manchester offers flexible options for lifetime gifts where an element of the gift is put to immediate use, with the remainder beginning to build an endowment which can be added to with a gift in your Will.

We would be happy to discuss any other options with you, including unrestricted gifts for immediate use and gifts for a preferred activity, which can either be invested permanently with the accrued interest spent on the specified purpose, or can be used over a prescribed number of years.

For more information, or if you would like to discuss your own thoughts on how your gift can reflect your values, please do not hesitate to contact us.

UK The University of Manchester is exempt from Inheritance Tax and Capital Gains Tax (exempt charity number XR82062). This means the University pays no tax on gifts of money or property made after your death or during your lifetime. By making a gift to the University in this way you can reduce the tax liability on the rest of your estate.

full value of the legacy is deductible for estate tax purposes (no upper limits currently apply).

As well as legacies, there are many other planned giving vehicles available to you if you wish to support the work of NAFUM, for example charitable remainder trusts. For further information about NAFUM please contact NAFUM, PO Box 293, Littleton MA 01460; tel (978) 772 1875, email nafum1@hotmail.com International

USA The North American Foundation for The University of Manchester Inc (NAFUM) is a notfor-profit Foundation, incorporated in Delaware and recognized under section 501.c.3 of the IRS Code. Legacies to NAFUM are not subject to state, federal estate or inheritance taxes. The

Inheritance tax implications vary throughout the world and although we may be able to advise on tax-effective giving from overseas we would strongly encourage you to obtain legal and financial advice to ensure that any transfer of assets to the University is administered in a way that maximises tax efficiency.

If your current Will already includes provision to The Victoria University of Manchester or UMIST, we thank you sincerely for that.

There is no need to amend the wording, unless you wish to change the purpose to which your gift will be put.

Writing a new Will Generally, the appropriate wording we suggest for your Will, would be: “I give unto The University of Manchester (exempt charity number XR82062) a % share [or a specific sum, or the whole of the residue of my estate] for the general purpose of _________. I direct that the receipt of the Registrar, or other proper Officer of the University, shall be a sufficient discharge to my executor.” The phrase ‘general purpose’ may be replaced by a more specific clause for a particular objective, such as one of the

endowment funds mentioned on page 4, or a tailored programme you have discussed with us.

Amending your existing Will Alternatively, if you have already made your Will, you can easily amend it by adding a codicil. For example: "I [full name] of [full address] declare this to be a codicil to my Will made on [day/month/year of Will]. In addition to the gifts given by me in my said Will, I give free of tax the sum of [amount] as a charitable gift to The University of Manchester for [what gift is to be used for]. In all other respects I confirm my said Will.” The codicil must be signed and dated by you in the presence of two witnesses and left with your Will.

We strongly encourage you to consult with your legal advisor before making or amending your Will.

If you are considering, or have already decided, to provide a gift to Manchester in your Will it would be extremely helpful if you could tell us a little more about your plans. This allows time to make sure that any specific wishes you have can be fully implemented long into the future. The information will be treated in confidence.

NAME Extract from the Founding Declaration of The University of Manchester, 22 October 2004 "In commemorating our founders, benefactors and distinguished predecessors, we commit ourselves to the cause they served of nurturing The University of Manchester as a scholarly community engaged in a common search for knowledge and wisdom. We affirm our resolve to make our University a place where students, whatever their backgrounds, learn to pursue truth through rational inquiry; where researchers engaged in discovery are also teachers; where research is valued both for its own sake and for the betterment of the world; where academic

freedom is encouraged and protected; where the cultivation of cognitive skills, independence of mind, intellectual integrity and artistic expression promotes understanding and appreciation of the best that is known, thought and created in the world; and where students and staff are encouraged, as responsible citizens of their own societies and of the international community, to embrace fundamental human and civil rights as the only just, sustainable basis for a humane civilization…..”

SUBJECT

YEAR OF GRADUATION

ADDRESS POSTCODE

TELEPHONE EMAIL

I HAVE LEFT A GIFT IN MY WILL TO THE UNIVERSITY OF MANCHESTER AND IT IS FOR:

Further Information

The Undergraduate Scholarship Endowment

If you would like to speak directly to someone in confidence about leaving a legacy to the University, please contact Lesley Dowdall, Head of Donor Programmes on 0161 275 2373 or email lesley.dowdall@manchester.ac.uk

The Postgraduate Scholarship Endowment

With sincere gratitude and thanks for your interest in The University of Manchester and your support for its work.

Please return this form to: Lesley Dowdall, Head of Donor Programmes, Division of Development and Alumni Relations, The University of Manchester, Oxford Road, Manchester M13 9PL tel 0161 275 2373 email lesley.dowdall@manchester.ac.uk

The Student Hardship Endowment The Research Endowment Other PLEASE SPECIFY

Charitable tax exemption number: XR82062

Thank you for considering whether Manchester may have a place among your own priorities. Through this booklet we are inviting you to work with us to achieve our aim of becoming one of the world’s truly great institutions of education, learning and research. Making and confirming your estate plans represents one of the most personal statements you make about what has been most important in your life. We are sincerely grateful for your interest in The University of Manchester and we thank you for supporting our work.

I intend to leave a gift in my Will to The University of Manchester I am considering leaving a gift in my Will to the University of Manchester but would like to discuss this further.

Please contact me IF YOU HAVE A PARTICULAR PURPOSE IN MIND FOR YOUR GIFT IT WOULD BE HELPFUL IF YOU COULD OUTLINE THIS BELOW:

Data Protection - 1998 Data Protection Act Your data is securely held in the University's Division of Development & Alumni Relations and will be treated confidentially and with sensitivity for the benefit of the University and its members in accordance with the terms of the Data Protection Act 1998. Details of your bequest will be treated in confidence, but if appropriate, and with your approval, may be shared, with others within the University. Other data is available to our schools and faculties, recognised alumni societies, sports and other clubs associated with the University and is used for a full range of alumni activities including the sending of University publications and the notification of alumni events, fundraising programmes and for the promotion of benefits and services. If you do not wish your data to be used for these purposes please tick this box

Division of Development and Alumni Relations University of Manchester Oxford Road Manchester M13 9PL tel +44 (0)161 275 7230 fax +44 (0)161 306 6251 www.manchester.ac.uk/alumni email alumni@manchester.ac.uk Charitable tax exemption number: XR82062 Royal Charter Number RC000797 J2612 01.10