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1881 Bequest Society
A Will, A Lasting Gift
Throughout the School’s history, bequests and other philanthropic gifts have played a vital role in Caulfield’s success in providing a world-class education. Those who leave a bequest are creating a pipeline of philanthropic support, which, over decades, will ensure the School can continue to achieve its vital role and purpose.
A gift in a Will, known as a bequest, provides an individual with the opportunity to support Caulfield Grammar School once their needs, and those of their loved ones, have been met. A gift in a Will to the Foundation can support the School as a whole, a scholarship, a specific program, a co-curricular area, building projects, a particular campus or other areas of interest.
By making a bequest in a Will, individuals will not only be creating a significant and lasting legacy to Caulfield Grammar School, they will leave an enduring impact on the next generation of students without impacting on their present financial circumstances.
Wills are the pillar of estate planning and appropriate advice (legal, financial, etc.) should be taken when writing a new Will or amending a Will through a Codicil (see the Codicil form below professionally drafted for this purpose) and family should be informed of an individual’s intention and wishes.
Bequests of all sizes are welcomed by the Foundation. Every bequest makes a difference to students’ lives and the future of the School. General gifts can be made to the Caulfield Grammar School Foundation through the Public Ancillary Fund for the Board to manage and allocate according to current school priorities.
Lindsay Cuming’s family gift in 1947 enabled the establishment of Yarra Junction Campus. Lindsay is continuing his family’s tradition and leaving a bequest to the School.
1881 Bequest Society
The 1881 Bequest Society has been established to recognise and acknowledge, in their lifetime, those who have made a gift in their Will. Those who notify the School of their bequest are warmly welcomed as members of the 1881 Bequest Society and join a group of Grammarians, parents, staff and friends who are passionate about providing the best possible learning environment and experiences for Caulfield Grammar School students.
Members maintain a close connection with the School through Bequest Society functions that acknowledge and thank benefactors. Membership also enables members to maintain an interest in the School’s future plans and directions and understand how their bequests will be honoured. Bequestors can, of course, choose to remain anonymous.
When leaving a more specific bequest to the Foundation, intending bequestors are encouraged to discuss their intentions with a member of the Foundation team, or complete the form below and send it to the Foundation team, to ensure their wishes can be honoured and will have the impact they intend.
Wording Alternatives for Including a Gift to the School in Your Will
To ensure your Will fulfils your intentions and is a legally sound document, it is essential that it be drawn up by a solicitor or Trustee Company. The following are some wording alternatives that can be used as the basis for discussion with your solicitor.
Option A – a nominated sum of money
I GIVE to the Caulfield Grammar School Foundation Ltd, 217 Glen Eira Road St Kilda East, Melbourne 3183 the sum of $ ____ and I declare that the receipt of the Foundation duly issued by a proper officer shall be a sufficient discharge to my Executors and Trustees for the amount received.
Option B – a share of the residue of an estate
AFTER payment of my debts and funeral and testamentary expenses and all duties and taxes payable by reason of my death, I GIVE the residue of my estate to my Executors and Trustees UPON TRUST TO DIVIDE the same into (number of shares) shares and pay same as follows:
a) (number of shares) to the Caulfield Grammar School Foundation Ltd, 217 Glen Eira Road St Kilda East, Melbourne 3183 and I declare that the receipt of the Foundation duly issued by a proper officer, shall be a sufficient discharge to my Executors and Trustees for the amount received.
Option C – specific gifts of personal or real estate
I GIVE to the Caulfield Grammar School Foundation Ltd, 217 Glen Eira Road St Kilda East, Melbourne 3183, free of any duties and taxes including capital gains tax the following items of property and effects: and I declare that the receipt of the Foundation duly issued by a proper officer shall, be a sufficient discharge to my Executors and Trustees.
Please note our Foundation Education Fund ABN: 59 284 909 878
A gift in a Will is an enduring way of supporting the future of the School. It is a very personal and lasting gift.
For further information, and to confidentially discuss your intended bequest, please contact:
Debra Stiebel
Bequest Manager
217 Glen Eira Road, East St Kilda, 3183
See map
Phone: +61 4 1149 7154
Email: DebraStiebel@caulfieldgs.vic.edu.au