Bequests

Our Bequest History

Pulteney Grammar School has, over its 169 year history, maintained an enduring connection between generations. Part of this connection has been a result of the generosity of those who have gone before us.

Many Old Scholars, staff, parents and friends have given the “ultimate gift". A bequest in your will can ensure the financial independence of our School to ensure the on-going improvement of facilities, enrich academic programmes and support student diversity, both today and in the future.

Leaving a bequest is not just something for the wealthy to consider. Every gift will help make a lasting difference to the School.

Anyone who notifies the School of their intention to leave a bequest to Pulteney Grammar School becomes a member of The Spirit of Antill Society.

The Society was formed in 2002.

Phillip W. Antill attended Pulteney Grammar School from 1925-1929. During his time at Pulteney he participated in many sporting activities including athletics, soccer and tennis. His most notable was representing Pulteney Grammar School in 1929 on the South Eastern Tour to Mount Gambier. Phillip tried many jobs before entering the RAAF in 1940. Upon his return he commenced a building business and later a gardening service. In his retirement he enjoyed dabbling in the stockmarket.

Prior to his passing he wished to give back to the School he knew had given him so much. He included Pulteney Grammar School in his Will.

Upon his passing in 2000 a large bequest was received from his estate, which assisted greatly in the new Kurrajong Development and established a number of scholarships in his name.

You too can ensure the continuation of this great institution.

An Enduring Gift

A bequest to The Pulteney Foundation is one way of continuing to be part of the School by investing in, and helping to secure its future.
By simply informing the School of your bequest you will enable us to thank-you in your lifetime.
Including a bequest to Pulteney Grammar School is a simple task. When you make a Will, or update your existing one, ask your solicitor to include a bequest to Pulteney Grammar School.
There are a number of ways you can do this. A few examples are listed below:

1. You could choose to leave a cash amount to the School in your Will. (May we suggest you link this to CPI to maintain the value of your gift over time).
2. The Residue of your estate or percentage thereof.
A residuary bequest generally refers to what remains of your estate once you have provided for your family and friends (and any creditors). You could leave the whole residue or a percentage of what remains.
3. You may choose to give a specific percentage of your whole estate.
4. You may choose to give a specific item of property such as land or shares. Bequests of property to Pulteney Grammar School including land, buildings and shares may be exempt from Capital Gains Tax. 

A pro forma codicil can de accessed by clicking on the link below. Pulteney Grammar School always recommend that you seek independent financial and legal advice about all of the implications of making a gift or bequest of these types.

You may choose to leave a bequest which allows the Society flexibility in applying your gift to areas of greatest need, or you can tailor your bequest to reflect your own special interests. These areas could include a particular discipline (e.g. Science, Mathematics) or to a co-curricular activity (Arts, sport); to the building fund or to fund a scholarship.

A bequest is a way for you to make a lasting gift.

If you wish to discuss where you would like your gift to make a specific difference please contact the Director of The Pulteney Foundation, Mark Bourchier, on 8216 5504.

Bequest (Gift) Pledge Form

To download click here.

If you have decided to make a gift to Pulteney Grammar School in your Will it would be very helpful if you could let us know by completing this form. This does not commit you to a particular course of action or limit your freedom to change your Will in the future. It is simply a statement of your present intentions.

Please return this form to:

Mark Bourchier
Director of The Pulteney Foundation
Pulteney Grammar School
191 South Terrace
Adelaide SA 5000.

E: email Mark
T: + 61 8 8216 5504
 

Codicil Form

To add to an existing Will

To download click here.

Even if you already have a Will it is relatively straightforward to include a bequest (gift) to Pulteney Grammar School. You should complete this Codicil form carefully and have your signature witnessed by two people at the same time. (It is a very good idea for all three people to use the same pen.) Those two witnesses who sign the Codicil should NOT be a member of your family or related to you in any way and should not be any other person who is mentioned in your Will either (for example any beneficiary or executor). You should then hand the original signed Codicil in the same envelope with it. Pulteney Grammar School always recommends that you seek legal advice from your solicitor on making a codicil to your Will and the information on this Codicil is not legal advice to you.

Mark Bourchier

Please return this form to:

Mark Bourchier
Director of The Pulteney Foundation
Pulteney Grammar School
191 South Terrace
Adelaide SA 5000.

E: email Mark
T: + 61 8 8216 5504 PLEASE NOTE the word “testator” includes both genders.