Making a Bequest
Why make a bequest to Taikura Rudolf Steiner School?
Income from bequests is necessary if Taikura Rudolf Steiner School is to meet the following objectives;
- A commitment to each and every student becoming free, responsible and caring individuals able to impart purpose and direction in their lives and contribute in manifold, as well as unique ways to society.
- A realization that the best education of the child requires a close, mutually respectful working together of parents, teachers, staff and others in the community.
- A broad Waldorf curriculum through to graduation that brings together art, science and religion. A curriculum that presents the whole panorama of human history, literature, science, technology, mathematics, art, movement and music to the child and adolescent in an accessible, imaginative and inspiring way.
- An inspiration to educate and develop in a balanced manner each of these aspects on the child: physical, emotional, artistic, intellectual, moral, social and spiritual.
- An understanding of the teacher as an educator and as an artist who shapes the education and is responsible for and committed to the healthy development of the whole child.
- A knowledge (among faculty and staff) and an appreciation of each of the following: Rudolf Steiner, Waldorf education’s founder; Anthroposophy, the world view he presented; and the other practical movements that have grown out of Anthroposophy, such as bio-dynamic agriculture and anthroposophically extended medicine.
What is a bequest?
A Bequest is simply a gift made through a Will, which can be worded to suit your wishes. A gift can express a personal desire to:
- Contribute to a building fund
- Sponsor a student to attend a course of specialist education
- Establish a Fellowship Fund
- Acquire books for the Library
- Purchase new musical instruments
- Bursary Fund for students from lower income families
- Support outdoor education and sports scholarships
- Purchase of information technology equipment
- Purchase of artworks
- Contribute toward a scholarship fund for teacher sabbatical
Your wish might be to bequeath:
The Remainder
When you have made provision for your family and friends, you may wish to leave what is left, the remainder, to Taikura Rudolof Steiner School.
A Percentage
Many people decide to share their estate between a number of people and charitable organizations. They find that stating a fraction or a percentage for each one allows for inflation of possible changes in their estate.
A Specific Sum
You may wish to state a specific sum of money. But please remember that inflation or changes in your circumstances may necessitate regular review of your Will.
An Asset
You may also wish to leave property, or indeed works of art or other assets from your Estate to Taikura Rudolof Steiner School.
How can you make your bequest?
A bequest in your Will can be a true statement of your commitment to and concern for Taikura Rudolof Steiner School. Whilst you may draft a Will yourself, and many people today utilize ‘Will Kits’, it is advisable that you seek advice from your solicitor or the Business Manager at Taikura Rudolof Steiner School.
If you wish to make a bequest, the following clauses may be used;
Where a residual bequest is intended:
I bequeath to The Rudolof Steiner School Hastings Trust in aid of that institution and for its general purposes, the rest and remainder of my Estate, for which the receipt of the Business Manager, Principal or any other authorized Officer of The Rudolof Steiner School Hastings Trust shall be sufficient discharge for my Trustees.
For a specific bequest:
I Bequeath to The Rudolof Steiner School Hastings Trust in aid of that institution and for its general purposes, the sum of $.............................. (in words and figures), for which the receipt of the Business Manager, Principal, or other authorized Officer of The Rudolof Steiner School Hastings Trust shall be sufficient discharge for my Trustees.
When a bequest of property or an asset is being considered, Policy and Taxation issues may arise. Please contact The Rudolof Steiner School Hastings Trust to gain further information on these matters, which will be provided upon request.
Please Note: This information is presented accurately, but is not intended as specific legal advice. Consult your solicitor when considering any legal matter. Laws, which govern Wills and contracts, are subject to change.
What your bequest will mean to Taikura Rudolf Steiner School
Your Bequest will enable the school community to continue the work that the Rudolf Steiner philosophy is noted for; the development of values and capacities in all students.
Such that;
- In striving to cultivate social and relationship competence and skills the school will nurture in all students the values of respectfulness and responsibilities of self and others
- In spirit and soul there is strength of freedom and independence, a capacity to meet and work through challenges and a love of learning such that lasts all students for all of life
- In skills for meeting life the young adult on leaving school, will both think creatively and be independent of thought, be perceptive, disciplined and espouse a sound work ethic.
Recognition of previous bequests
Patricia Ojala (d November 1996) Patricia Ojala was a Trustee of the Rudolf Steiner School Hastings Trust, The Proprietors, through the 1980s until her resignation in 1993. Her children and grand children attended the Rudolf Steiner kindergarten and school in Hastings. Mrs. Ojala left a bequest in favour of staff professional development.
Barbara Jackson (d June 2004) Barbara Jackson, for many years a Rudolf Steiner kindergarten teacher in Hastings, left a bequest in favour of teacher professional development. For Miss Jackson, teaching at the kindergarten was her whole life. Her niece, nephew, and his children, attended the Rudolf Steiner School.
The Ojala / Jackson Fund Recipients of professional development grants;
| 2001 |
Ray Edwards |
Science/Chemistry, Mount Barker, Australia |
| 2002 |
Nives Frijerio |
Eurythmy Conference, The Goetheanum, Switzerland |
| 2003 |
Hella Coenen |
Kindergarten Conference, Australia |
| 2004 |
Sue Simpson |
Dornach, Switzerland |
| |
Kelly Sutton |
Kolisko Conference, Australia |
| |
Peter Lee |
Kolisko Conference, Australia |
| 2005 |
Donna Skoropada |
Kolisko Conference, Australia |
| 2006 |
Mike Caris |
Kolisko Conference, Australia |
| 2007 |
Mark McGavock |
Research Grant |
| 2008 |
Clayton Gibson |
Teachers’ Conference, Dornach, Switzerland |
Katherine Laing (d 1982) Katherine Laing, when a high School pupil at Edinburgh Rudolf Steiner School, went on an exchange to the Stuttgart Waldorf School in Germany. This exchange was to be the start of her interest in travel and culminated in her visiting New Zealand as a eurythmy teacher in the 1970s and 80s. After her death in 1982, her family established the Katherine Laing Trust in her memory. This Trust favours students and staff who wish to gain overseas experiences which will benefit them and the school. Grants are given for; overseas exchanges in other Steiner Schools, conferences, courses, professional training.
Contacts for further advice:
Principal
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Business Manager
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Fundraiser
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Taikura Rudolf Steiner School and The Rudolf Steiner School Hastings Trust 505 Nelson Street Hastings 4122 P O Box 888 Hastings 4156
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