Leave a legacy
Achievement in maths can open doors to rewarding careers and is proven to be a significant social elevator. Sadly, for too many young people the quality of maths education they experience can be a geographic or social lottery.
We’re passionate about improving maths education – to increase social equity and to help our nation to become better equipped and future-ready in an increasingly scientific, technical, and data-driven world. We’re working at pace to achieve this, but it’s a truly inter-generational mission and requires sizeable and sustained investment. Leaving a gift, no matter what size, can help to secure and enhance our future role in this vital work.
That’s why it means so much when we receive legacy pledges and gifts from people who care passionately about helping future generations of young people, especially those from disadvantaged backgrounds.
Different types of legacy
There are a number of different types of legacies that you may wish to consider making:
- A pecuniary legacy allows you to specify a sum of money to give.
- A specific legacy enables you to leave a specific asset such as property, works of art or shares.
- A residuary legacy is a gift of all or part of your estate after other legacies and expenses have been paid.
- A reversionary legacy allows you to leave assets to MEI, whilst giving a named person the benefit of them during his or her lifetime.
Unrestricted gifts provide us with the greatest opportunity to direct your generosity to best effect, but please get in touch if you’d like to discuss making a bequest for a particular purpose.
Listing MEI in your Will
When you make provision for MEI in your will, it’s important that you use a specific title and wording so that there is no confusion as to your intended recipient. Please therefore use, or advise your solicitor to use:
Mathematics in Education and Industry (MEI)
MEI is a registered charity (charity number 1058911). It is a company limited by guarantee, registered in England and Wales (company number 03265490)
Registered Address: MEI, Monckton House Epsom Centre, White Horse Business Park, Trowbridge, Wiltshire, BA14 0XG
The following examples of wording may be helpful:
Pecuniary legacy (a cash sum or specific item)
I give the sum of £…….. [or the item specified] to Mathematics in Education and Industry (charity number: 1058911), to be applied for its general purposes. I declare that the receipt of the Finance Trustee or appropriate officer shall be a complete discharge to the trustees of my estate.
Residual legacy (a share of your estate)
I give [insert percentage] of my residuary estate to Mathematics in Education and Industry (charity number 1058911), to be applied for its general purposes. I declare that the receipt of the Finance Trustee or appropriate officer shall be a complete discharge to the trustees of my estate.
We recommend that you speak to a solicitor for personal and confidential up-to-date advice tailored to your needs. They will ensure your intentions are clearly expressed and legally valid. They will also be able to advise you on any tax benefits in relation to your gift. You can search a list of solicitors via The Law Society.
Get in touch
Please let us know if you decide to make a bequest of any size to MEI. We’d love to have the opportunity to thank you and, if you wish, we can involve you during your lifetime, keeping you informed of the impact our work is having. It will also mean we can plan ahead more effectively.
If you would like to discuss making provision for MEI in your will, in confidence and without obligation, please contact: [email protected]