Together we’re shaping the world of tomorrow

Building on the long history of philanthropicsupport that the University has enjoyed - fromthe Manchester businessmen and industrialistswho founded the Manchester MechanicsInstitute in 1824, to the visionary legacy giftsmade by John Owens, Joseph Whitworth andRichard Copley Christie – a gift in your Will canprovide you with an opportunity to make astatement about your support for the University,your values, and the issues in society which areimportant to you. Whether you have beeninspired by the University – be it the researchagenda, a commitment to the University’s widercultural activities, or something else that mayhave influenced your life or career, a gift in yourWill, no matter how large or small, can help theUniversity maintain and enhance the highstandards in teaching, research and scholarlyenquiry for future generations.

Donors have often had strong personal reasonsfor supporting the University: commemoratingtheir own or a loved one's time here; givingothers a chance to follow in their footsteps bystudying at Manchester; celebrating theUniversity’s influence on their lives and careers;or accelerating the University’s progress intackling major issues for the benefit of societythrough ground-breaking research.

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

Whatever the reason or size, a gift in yourWill means that you can help the Universityachieve and to continue that achievement forthe long-term. Your support can have a realand enduring effect – speeding up vitalresearch; strengthening an academicdiscipline; facilitating the University’s ability to attract the best undergraduate andpostgraduate students, irrespective of theirpersonal circumstances; or supporting theUniversity’s aim to recruit the very bestteachers and researchers.

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

• Miss Sheila Beckles had a love of musicand attended University concerts. Her giftwas for the general purposes of theDepartment of Music

• Mrs Mary Cheney. Mrs Cheney's latehusband was Prof Christopher RobertCheney who was Professor of MedievalHistory at Manchester from 1945-1955.Her gift was for the Arts Library.

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

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

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

• Mr Robert Graham received a BSc (Hons)Mathematics 1954 and a Cert Ed 1955. His gift was for supporting research at theMedical School.

• Mrs Eleanor MacLeod graduated in 1928with a BA (Hons) Arts and was also aformer University lecturer. Her gift supportsthe Division of Human Communication andDeafness and a Research Support Fund isbeing created in Mrs MacLeod’s memory.

The Faculty of Life Sciences– novel educational and research interactionsare encouraged across research themesfocused on producing scientific breakthroughswhich can be applied for direct patient benefit(including Genomics and Cell-Matrix Research;Eye and Vision Sciences; Immunology;Molecular Biology; Neurosciences; and TissueRegeneration and Stem Cells).

• Mr William Durrant’s gift was for theManchester’s Arthritis Research CampaignEpidemiology Research Unit

• Dr Isabella Muir was a research Biochemistat the University. Her gift supports researchin 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 edgeof science across nine Schools (ChemicalEngineering and Analytical Science; Chemistry;Computer Science; Earth, Atmospheric andEnvironmental Sciences; Electrical andElectronic Engineering; Materials;Mathematics; Mechanical, Aerospace and CivilEngineering; and Physics and Astronomy).

• Mr Donald Butler was a former member ofstaff. His gift provided for the creation of astudent PC cluster and equipment for theSchool of Physics.

• Dr George Howard received a BSc (Hons)Chemistry in 1943 and a MSc PolymerScience and Technology 1944. His giftsupports The Howard Scholarship inChemistry.

• Mr Charles Marks gained a BSc MechanicalEngineering 1940 and a MSc Technology1945. His gift was for Masters Scholarshipsin Mechanical, Aerospace and CivilEngineering, for students from the USA

• Ms Lilian Wilkins’s gift provides Bursariesfor outstanding students of Chemistryand/or Polymer Technology

Today’s University benefits in all sorts of ways from the vision andgenerosity of benefactors. In manycases a gift in a Will has facilitated anon-going link between the Universityand the donor’s family, or others withclose connection to the donor. Beloware just some examples of the impactand importance of recent legacy gifts:

Other Gifts

• Professor Durward Cruikshank received anMSc Charter II (3) in 1971 and was aProfessor of Chemistry at the University from1967 to 1984. His gift provided for studenthardship and the John Rylands Library.

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

• Mr Douglas Farnie, a former Reader inHistory at the University, made a gift forthe benefit of the John Rylands Library.

Cultural Assets (The Manchester Museum,The Whitworth Art Gallery, The John RylandsLibrary and Jodrell Bank)

• Mr Joseph Hamilton’s unrestricted giftwas for John Rylands Library in memory ofthe kindness of the librarian at the time ofMr Hamilton’s study in 1948. His gift hassupported the John Rylands University,Deansgate.

• Mr Cosmo Rodewald was a former SeniorLecturer in History at the University. His gifthas supported the Whitworth Art Galleryand the Department of Music.

When the time is right we hope you willconsider The University of Manchester whenmaking your Will as we would be honoured tobe the selected partner for your generosity. Inreturn we are committed to maximising theimpact of your gift to the fullest extentpossible. You may already have something inmind as to how your gift could benefit theUniversity and we would be happy to discussthis with you. If you are unsure about howyour gift could make a difference you may liketo consider structuring your support for theUniversity in one of the following ways,according to the scale and purpose of your gift:

The Undergraduate ScholarshipEndowment - annual interest and capital isused to enable students with the necessaryacademic ability and personal motivation,irrespective of their financial circumstances tojoin a Manchester degree programme.

The Postgraduate ScholarshipEndowment - annual interest and capital isused to ensure that Postgraduate educationand research remains a viable option for thebrightest students.

The Student Hardship Endowment - a restricted permanent endowment whichuses the annual interest accrued to providevital support to students through their studieswhen it is most needed, where it is clear thaturgent financial need is due to genuinelyunpredictable loss of income.

The Research Endowment - annual interestand capital is used to provide vital funds forfacilities, equipment, academic posts and otherresearch priorities across the University. It is usedto advance the education of the public bypromoting research within the University and bypublishing the results of such research.

Linking a gift in your will to a lifetime gift- you may be interested in seeing thedifference your support and careful estateplanning can make during your lifetime. TheUniversity of Manchester offers flexible optionsfor lifetime gifts where an element of the giftis put to immediate use, with the remainderbeginning to build an endowment which canbe added to with a gift in your Will.

We would be happy to discuss any otheroptions with you, including unrestricted giftsfor immediate use and gifts for a preferredactivity, which can either be investedpermanently with the accrued interest spenton the specified purpose, or can be used overa prescribed number of years.

For more information, or if you would like todiscuss your own thoughts on how your giftcan reflect your values, please do not hesitateto contact us.

UK

The University of Manchester is exempt fromInheritance Tax and Capital Gains Tax (exemptcharity number XR82062). This means theUniversity pays no tax on gifts of money orproperty made after your death or duringyour lifetime. By making a gift to theUniversity in this way you can reduce the taxliability on the rest of your estate.

USA

The North American Foundation for TheUniversity of Manchester Inc (NAFUM) is a not-for-profit Foundation, incorporated in Delawareand recognized under section 501.c.3 of theIRS Code. Legacies to NAFUM are not subjectto state, federal estate or inheritance taxes. The

full value of the legacy is deductible for estatetax purposes (no upper limits currently apply).As well as legacies, there are many otherplanned giving vehicles available to you if youwish to support the work of NAFUM, forexample charitable remainder trusts. For furtherinformation about NAFUM please contactNAFUM, PO Box 293, Littleton MA 01460; tel(978) 772 1875, email nafum1@hotmail.com

International

Inheritance tax implications vary throughoutthe world and although we may be able toadvise on tax-effective giving from overseas wewould strongly encourage you to obtain legaland financial advice to ensure that any transferof assets to the University is administered in away that maximises tax efficiency.

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

Amending your existing Will

Alternatively, if you have already made yourWill, you can easily amend it by adding acodicil. For example: "I [full name] of [fulladdress] declare this to be a codicil to my Willmade on [day/month/year of Will]. In additionto the gifts given by me in my said Will, I givefree of tax the sum of [amount] as a charitablegift to The University of Manchester for [whatgift is to be used for]. In all other respects Iconfirm my said Will.” The codicil must besigned and dated by you in the presence oftwo witnesses and left with your Will.

We strongly encourage you to consult withyour legal advisor before making oramending your Will.

If your current Will already includes provisionto The Victoria University of Manchester orUMIST, we thank you sincerely for that. There is no need to amend the wording,unless you wish to change the purpose towhich your gift will be put.

Writing a new Will

Generally, the appropriate wording we suggestfor your Will, would be: “I give unto TheUniversity of Manchester (exempt charitynumber XR82062) a % share [or a specific sum,or the whole of the residue of my estate] for thegeneral purpose of _________. I direct that thereceipt of the Registrar, or other proper Officerof the University, shall be a sufficient dischargeto my executor.” The phrase ‘general purpose’may be replaced by a more specific clause for aparticular objective, such as one of the

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

NAME

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

The Undergraduate Scholarship Endowment

The Postgraduate Scholarship Endowment

The Student Hardship Endowment

The Research Endowment

Other

I intend to leave a gift in my Will to The University of Manchester

SUBJECT YEAR OFGRADUATION

ADDRESS

TELEPHONE

EMAIL

IF YOU HAVE A PARTICULAR PURPOSE INMIND FOR YOUR GIFT IT WOULD BE HELPFULIF YOU COULD OUTLINE THIS BELOW:

I am considering leaving a gift in my Will to the University of Manchester but would like to discuss this further.Please contact me

Data Protection - 1998 Data Protection ActYour data is securely held in the University'sDivision of Development & Alumni Relations andwill be treated confidentially and with sensitivityfor the benefit of the University and itsmembers in accordance with the terms of theData Protection Act 1998. Details of yourbequest will be treated in confidence, but ifappropriate, and with your approval, may beshared, with others within the University. Otherdata is available to our schools and faculties,recognised alumni societies, sports and otherclubs associated with the University and is usedfor a full range of alumni activities including thesending of University publications and thenotification of alumni events, fundraisingprogrammes and for the promotion of benefitsand services. If you do not wish your data to be used for these purposes please tick this box

"In commemorating our founders, benefactorsand distinguished predecessors, we commitourselves to the cause they served of nurturingThe University of Manchester as a scholarlycommunity engaged in a common search forknowledge and wisdom. We affirm our resolveto make our University a place where students,whatever their backgrounds, learn to pursuetruth through rational inquiry; where researchersengaged in discovery are also teachers; whereresearch is valued both for its own sake and forthe betterment of the world; where academic

freedom is encouraged and protected; wherethe cultivation of cognitive skills, independenceof mind, intellectual integrity and artisticexpression promotes understanding andappreciation of the best that is known, thoughtand created in the world; and where studentsand staff are encouraged, as responsible citizensof their own societies and of the internationalcommunity, to embrace fundamental humanand civil rights as the only just, sustainable basisfor a humane civilization…..”

Extract from the Founding Declaration of The University of Manchester,22 October 2004

Further Information

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

Charitable tax exemption number: XR82062

With sincere gratitude and thanks for yourinterest in The University of Manchester andyour 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 9PLtel 0161 275 2373email lesley.dowdall@manchester.ac.uk

POSTCODE

PLEASESPECIFY

Thank you for considering whetherManchester may have a place among yourown priorities. Through this booklet we areinviting you to work with us to achieve ouraim of becoming one of the world’s trulygreat institutions of education, learning andresearch. Making and confirming yourestate plans represents one of the mostpersonal statements you make about whathas been most important in your life. Weare sincerely grateful for your interest inThe University of Manchester and we thankyou for supporting our work.

Division of Development and Alumni RelationsUniversity of ManchesterOxford RoadManchesterM13 9PL

tel +44 (0)161 275 7230fax +44 (0)161 306 6251www.manchester.ac.uk/alumniemail alumni@manchester.ac.uk

Charitable tax exemption number: XR82062

Royal Charter Number RC000797J2612 01.10