Bequests

Elwin à Beckett pictured with her father

Elwin à Beckett (pictured with her father) left the bulk of her estate to the University to advance research into bowel cancer, in honour of her much-loved brother Martin who died from the disease.

One of the greatest contributions you can leave for future generations is knowledge. Dr Michael Spence, Vice-Chancellor and Principal

However, you don’t need to be a teacher, researcher, professor or even a Nobel Laureate to make this kind of contribution.

By making a bequest to the University of Sydney, you too have the opportunity to make an enduring contribution to the advancement of our teaching, research and learning. The gift will also honour you, your family or someone close to you, for generations to come.

A bequest may include gifts of: the residuary of an estate, a percentage of an estate, a specific sum or money or a particular asset such as real estate, works of art, or shares.

No matter what form it takes, a bequest advances the learning and discovery of our staff and students – those who are here today, and those who will be here 100 years from now.

Alumni and friends who have named the University as a beneficiary in their will may be invited to become a member of the Challis Bequest Society.

If you are considering leaving a bequest to the University of Sydney we encourage you to call our bequest team who can provide further guidance on this process.

Bequest wording

A will is a very personal statement. We strongly recommend that you consult with your legal adviser before drafting a new will or updating an existing one.

We suggest that the following wording is used to indicate your intention to make a general bequest to the University.

Should you require specific assistance with endowment language, please call the Planned Giving Office on +61 2 8627 8492.

General purposes:

“I give [insert dollar amount / % of my residuary estate] to The University of Sydney ABN 15 211 513 464 (“University”) of the University of Sydney, NSW 2006, for the general purposes of the University.”

Specific purpose – scholarships/bursaries:

“I give [insert dollar amount / % of my residuary estate] to The University of Sydney ABN 15 211 513 464 (“University”) of the University of Sydney, NSW 2006 to establish one or more scholarships and/or bursaries for [insert general description of area to be supported if required eg medicine, Australian history, music.] (“Purpose”). [Each scholarship/bursary is to be called [insert name of scholarship/bursary] in the area for which is awarded.]”

Specific purpose – research:

“I give [insert dollar amount / % of my residuary estate] to The University of Sydney ABN 15 211 513 464 (“University”) of the University of Sydney, NSW 2006 (“University”) for research in the field of [insert general description of area of research eg cancer, electrical engineering.] (“Purpose”).”

UK residents

Residents of the United Kingdom may prefer to leave a bequest to the University via the Friends of the University of Sydney UK Trust.

Naming the Friends of the University of Sydney in your will may assist in reducing the duties and taxes payable on your gift, helping to maximise the benefit to research and education at the University.

Suggested wording for UK residents is availabe on request. Please contact vcc.bequests@sydney.edu.au.

Learn more about giving from overseas.