Balliol College The 750th anniversary and beyond Contents

Introduction 1 From the Master 2 Balliol’s mission

Balliol – a remarkable place 3 The early days 4 An international community of scholars 5 Balliol Old Members around the world 6 Recent indicators of success 8 What Balliol means to me

The 750th anniversary and beyond 10 Our immediate goals 12 The academic heart of the College 13 Student support and needs-blind admission 14 College life 15 New buildings 16 Helping current students

How you can support Balliol 17 Making a gift 18 What your gifts can achieve 20 Bequests to Balliol 21 Why I support Balliol Introduction 1

From the Master

This is a key moment in Balliol’s history. We approach the 750th anniversary of our foundation in 2013. It is a moment of celebration. It is a moment of challenge.

By any account Balliol is an outstanding college. Many would say, including those who have no connection with us, that it is the top college in the University of Oxford. It attracts the brightest and best from around the globe. At Balliol, students and Fellows find an inspiring academic community, drawn from different cultures, countries and social backgrounds, studying in a tolerant, challenging and supportive environment.

Especially in the last two centuries, Balliol and the University have risen to prominence together. We, the collegiate University, are determined not just to survive but to thrive, to lead the way and to reach outwards for ever greater knowledge and enlightenment. For this, we must invest. A gift from you will have a real impact. You can help give us the financial security necessary to shape and take control of the future – to innovate, to undertake pioneering research, to remain open to all the talents and to continue to be a force for good.

Your gifts, and our campaign for 2013 and beyond, will support three strategic priorities: • To attract and retain the best teachers and researchers in the world. • To provide needs-blind admission for all. • To offer top-class facilities and support for teaching, research and College life.

Today, endowment per student at Oxford is less than a third that of Harvard or Yale. Balliol has less than half the endowment of other top academic colleges at Oxford. We have a superb academic legacy but our financial legacy is lagging behind.

Balliol was created by its benefactors. It is a remarkable place. With your help it will be even more remarkable in the years to come than it is today.

Andrew Graham 2 Introduction

Balliol’s mission

To attract the best students from across the world irrespective of ability to pay To provide the best education in the world for undergraduates and graduates To create the best multi-disciplinary environment for research, teaching, discussion and debate To develop people who think for themselves but not just of themselves To lead innovation in Oxford and the wider world To be a force for public good

“Balliol is, arguably, the oldest college and the most progressive. It has one of the most relaxed and friendly – yet one of the most intellectually rigorous and driven – student bodies, and has tutors who in one breath can take apart your argument and invite you to a beer in the Buttery. What more could you ask?” JOShUA ROgERS (2004)

“Quite simply, Balliol has been my springboard into life.” ChARLOTTE LESLIE (1997) Balliol – a remarkable place 3 balliol – a remarkable place

The early days

The story starts in 1263. An illustrious tradition A community of scholars gathered together, creating We celebrate some of Balliol’s Old Members from the past: one of the fi rst colleges in Oxford. Drawn by a desire for Matthew Arnold Cyril Hinshelwood knowledge and the prospect Poet and social commentator, Nobel Laureate, chemistry, of future employment, these 19th century 20th century young scholars shared a life William Beveridge Jan Hofmeyr John Wyclif British welfare state visionary, Liberal Deputy President of shaped by reading, discussion 20th century South Africa, 20th century R.H. Tawney and debate, conducted in the A.C. Bradley Gerard Manley Hopkins Economist and educationalist, early days in Hall and Chapel. Shakespearean scholar Poet and priest, 19th century 20th century and teacher, 20th century Aldous Huxley Arnold Toynbee They lived together as a James Bradley Novelist, 20th century Economic historian, 20th century single group, dependent on Astronomer, 18th century Lord (Roy) Jenkins Adam von Trott zu Solz each other. Israel Brodie Statesman, President of the Executed for his part in the plot Chief Rabbi, 20th century European Commission, against Hitler, 20th century Founded by John Balliol, and Hugh Cairns 20th century Richard von Weizsäcker given its statutes by his wife Surgeon, inventor of the crash Benjamin Jowett President of Germany, helmet, 20th century Educationalist, 19th century 20th century Dervorguilla, the College A.H. Clough Mohammed Mahmoud Laurence Whistler became a magnet for talent. Poet, 19th century Prime Minister of Egypt, Glass engraver, 20th century Especially from the nineteenth Walter Crocker 20th century John Wyclif century onwards, the brightest Australian statesman, Henry Edward Manning Translator of the Bible into English, 20th century Cardinal, 19th century 14th century and best travelled here from Lord Curzon Vincent Massey Seven Archbishops of Canterbury the rest of Europe and beyond, Viceroy of India, 20th century Governor General of Canada, (including Tait and Frederick Temple, and, in turn, left to make a W.H. Drayton 20th century 19th century; William Temple and American revolutionary, King Olav of Norway Lang, 20th century) difference to the world at large. 18th century Monarch, 20th century Three Prime Ministers of Britain Shogi Effendi Anthony Powell (Asquith, Macmillan, and Heath, Guardian of the Baha´i faith, Novelist, 20th century 20th century) 20th century Adam Smith John Evelyn Economist and philosopher, Diarist and writer, 17th century 18th century T.H. Green James Stirling Philosopher and social reformer, Mathematician, 18th century 19th century Algernon Charles Graham Greene Swinburne Novelist, 20th century Poet, 19th century J.M. Harlan H.D. Rawnsley US Supreme Court judge, Founder of the National Trust, 20th century 19th century Adam Smith Dervorguilla of Galloway, Lady of Balliol 4 Balliol – a remarkable place

An international community of scholars

Today, nearly seven and in their fields, attracted to The main countries from which a half centuries after Oxford by its international Balliol’s students come (2010) its foundation, Balliol research rankings, and to continues to thrive. Balliol by the quality of its students and its top Its students come from all academic and intellectual over the world, bringing to ratings within the the College a stimulating University. range of views, attitudes, traditions and experiences. They are taught by an Country Number of students equally international mix United Kingdom...... 443 of Fellows – top scholars United States of America...... 50 Canada...... 28 Australia...... 27 China...... 22 Germany...... 22 India...... 19 Eire...... 18 New Zealand...... 11 Mexico...... 3 Other (51 countries)...... 111 Total...... 754

“Balliol’s 60 Fellows, 750 students, and 7,500 alumni are truly international in background and outlook. These remarkable people play a key role in over 115 countries – in the fields of politics, scientific research, medicine, the arts, finance, business, education, and a host of other areas. They make a difference to our lives. They help to shape our world.”

SEAMUS PERRY, VICE-MASTER (DEVELOPMENT), balliol college Balliol – a remarkable place 5

Balliol Old Members around the world

Balliol alumni live, work and contribute in 5,000 or more 200-499 50-99 10-19 115 countries from Afghanistan to Zimbabwe. 500-999 100-199 20-49 < 9

The contribution • the Foreign Ministers of Canada and Sri • the Librarian of Congress, a US made by our alumni Lanka, the Leaders of the Opposition in Senator, numerous Ambassadors Australia and Canada, and the External and High Commissioners, and Counting only the last decade, Relations Commissioner for the EU. six members of the Obama Old Members have included: • the Presidents of the American administration. • in Britain, the heads of the BBC, Philosophical Society and of the British • film-makers, playwrights, journalists, the CBI, the Treasury, the Judiciary, Academy plus numerous members of scientists, entrepreneurs, church McKinsey & Co, Lloyd’s of London, learned societies around the world. leaders, academics, politicians, the Prudential, and the National • Vice-Chancellors of many universities and a host of others at the head Gallery. (including Oxford and Delhi). of their professions.

“My education at Oxford taught me to think for myself, to write a decent sentence in English, to be sceptical about generalisations, to appreciate irony and self-deprecation, and to be interested in ideas. I think that there’s an old Balliol tradition, that life…is about more than worldly success. It’s about putting things back into the community after the sort of privileged education one gets.”

L ord PaTTEN (1962), Chancellor, University OF OXFORD 6 Balliol – a remarkable place

Recent indicators of success

• In 2006, 45% of our • Balliol is second only B alliol’s contribution undergraduates obtained to Magdalen in terms to the public good First Class degrees, of members who are Over the last century, Balliol a record within the Fellows of the Royal members have played critical roles University at the time. Society, and these two in the formation of the following: colleges are well above • Amnesty International. • In just the last few years, all others in Oxford. • the Workers’ Educational Balliol members have Association. won two Nobel Prizes • Balliol has nearly 50% • the National Trust. and, since its inception, more Fellows of the • the British welfare state. members of Balliol have British Academy than • many universities in Britain won more Nobels than does any other Oxford including Bristol, Keele and Sussex. those of any other college. • Ashoka (the international social Oxford college. entrepreneurship organisation). • One in twenty of our • think-tanks around the world • In 2001 Balliol played current Old Members (e.g. Demos in the UK, and the the leading role in is listed in Who’s Who. Lowy Institute in Australia). establishing the Oxford Internet Institute – the first institute in the world B alliol firsts conducting university-level Balliol was: research into the impact • the first Oxford college to open of the internet on society. Fellowships and Scholarships to competition instead of awarding them to ‘internal’ candidates, or to he ©

T the family and friends of current

Nobel members of the College.

Foundation • among the very first Oxford colleges to admit Jewish students,

2007. and students from Burma, India,

Photo: Japan, Persia and Siam.

Hans • the first Oxford college after

Mehlin the Reformation to elect a Roman Catholic to a Fellowship. • the first Oxford college to establish a Chemistry laboratory.

Professor Oliver Smithies (1943) receives his Nobel • the first Oxford college to Prize in Medicine (won jointly with Mario Capecchi elect women Fellows to a and Sir Martin Evans) from HM the King of Sweden, previously all-male college. December 2007. Balliol – a remarkable place 7 8 Balliol - a remarkable place

What Balliol means to me

“It was the effortless “Balliol’s diverse student “Balliol is the epitome “Balliol is more than a generosity of the Balliol body, coupled with the of the ‘work hard, place where I come to tutor, not his effortless unparalleled breadth play hard’ philosophy: work – it is a community superiority, that inspired and depth of always enjoying life but covering a vast array me. Long may it scholarship of its able to get things done, of backgrounds, but continue.” Fellows, makes it a when necessary, to all with the same sense Catherine Roe (1980), consistently exciting the most exacting of purpose. I am JCR president, 1982 intellectual home. standards. Moreover, immensely proud to The combination of there is a great spirit be a part of that “The Balliol MCR is a academic excellence, to the College: a place community. I help to jubilant microcosm warmth, and interest for every character, provide a safe and of diverse cultures, in society have more and all are proud to secure environment traditions and than confirmed my be members. Balliol for our students to work experiences that draws initial hopes when is truly a home away in and to give a service you in, and this sense I chose Balliol.” from home.” that will make their of community stays with Ian Goldin, Jonathan Gartside academic studies run you long after you have Director of the (2003) that little bit more left. I still feel at home James Martin 21st Century School smoothly.” whenever I come back.” and Professorial Ian Fifield, Gill Einhorn (2007) Fellow of Balliol Head Porter Balliol - a remarkable place 9

“Balliol is like a second “It’s thirty years since “Balliol has a kind of “It is the people at Balliol home for me - I went up from Sri dysfunctional magnetism – past and current tutors, something that is Lanka. Balliol made that happily houses all staff and students – that especially important me what I am. It’s as political persuasions, make the College stand since I have moved simple as that.” extroverts and introverts, out from the rest. from the USA to Oxford. A MrJUNA ahendran leaders and dreamers – Nowhere else are It’s a welcoming and (1978) sharing the hunt for students allowed the cosmopolitan place. academic riches but same freedom to Sitting at lunch, one “Balliol is a melting pot equally happy to share develop their own hears an arresting array of accessible people, a yarn over a beer at the personalities and of accents and ideas and opportunities. Holywell Manor bar.” thoughts in an encounters a similar There’s a strong sense John Pickhaver (2001), environment which diversity in topics. of community coupled MCR President, 2003 respects all equally and When I enter the College, with an ethos of being has the confidence to I always feel a sense of switched on to the “For me, the best of trust in individuals.” peace and excitement.” world at large. I had this Balliol is the self- Adam Smith (2006), Sarah Thomas, wonderful experience sustaining mixture of JCR President (2008) Bodley’s Librarian as an undergraduate, intellectual seriousness, and Professorial and I’m delighted that social engagement and Fellow of Balliol all the same things egalitarian informality.” hold true now I am Adam Swift (1980), a graduate.” Fellow and Tutor in Politics Anna Lewis (2003 - ), MCR president (2008) 10 The 750th anniversary and beyond

The 750th anniversary and beyond

Our immediate goals

In 2013 Balliol celebrates the 750th anniversary of its foundation in 1263. This gives us an immediate horizon by which, with your help, we can really make a difference. Our fundraising goals for this anniversary are: • to double the number of people giving to Balliol. • to raise at least £30 million.

With your support we will: • sustain the tutorial • provide an exceptional system, the bedrock of student experience • recruit and retain the best Balliol undergraduate through good quality academics, providing an teaching. accommodation in a outstanding education collegial environment, for our students. • support research and state-of-the-art IT innovation across the facilities, funding for • attract and admit the College and give societies (including brightest and best teaching and research music and drama), graduates and opportunities to young sports clubs, the JCR undergraduates on a academics at the start and the MCR. needs-blind basis and of their careers. provide the fi nancial support to enable them to fulfi l their academic potential. Above: the seal of Dervorguilla of Galloway, Lady of Balliol, on the College’s Foundation Statutes, which she gave in 1282 The 750th anniversary and beyond 11

The 750th anniversary and beyond

• conserve and make • begin the capital building programme: accessible our architectural and for a new multi-use public space for cultural heritage – lectures, teaching, discussion and including the Chapel, debate at the Broad Street site. Hall, Library, Holywell Manor and our gardens. for the creation of an Historic Collections Centre at St Cross Church.

for the continued development of student accommodation and research facilities around the Master’s Field at Jowett Walk. 12 The 750th anniversary and beyond

Spotlight on Balliol’s endowment funds The academic heart of the College

Together with the students, the lifeblood of Balliol’s academic success is the outstanding quality of its Fellows. These men and women, drawn from the best in the world, undertake the cutting-edge research that keeps Balliol and Oxford at the top. They provide the supervision of the graduates and the high quality tutorial teaching of undergraduates for which Balliol is famed.

The present situation The long-term goal We currently have nineteen core We aim: academic posts (the Tutorial • to guarantee long-term funding for Fellowships) for which the long-run all of the Fellowships. funding is not guaranteed (twelve Fellowships are only partially • to pay salaries that are competitive endowed and seven have no internationally. endowment at all). There is almost • to provide opportunities for outstanding no funding at all for early career young scholars, especially through appointments (including Junior Junior Research Fellowships, to embark Research Fellowships). In addition, on academic careers which will advance the University is currently facing human knowledge. severe difficulties in providing • to create a Research and Innovation support for Balliol Fellowships. Fund to support new multi-disciplinary Our aim initiatives, including post-doctoral research positions, Visiting Fellowships To preserve and enhance research and teaching in traditional subjects, and graduate students drawn from especially where Balliol has great around the world. strengths, and to develop the new areas that will shape the world of the 21st century.

Our priorities for the 750th anniversary By e 2013 w aim to have permanent funding for at least half of our unendowed Tutorial Fellowships and to have established new Research Fellowships. The 750th anniversary and beyond 13

Spotlight on Balliol’s endowment funds Student support and needs-blind admission

The College’s role, with the help of our supporters, is to provide financial assistance to the brightest and best students, to enable them to come here from all over the world, regardless of ability to pay.

The present situation The long-term goal • to provide scholarships covering the Balliol currently has around £11 million Balliol would like to increase tuition fees and/or maintenance costs in endowment to provide student considerably its ability to fund, on a of undergraduate and/or graduate support of various kinds. Using the sustainable basis, student support: students from all over the world. income from this endowment fund, • to provide hardship bursaries for • to provide grants covering general the College spends over £400,000 per UK/EU undergraduates with a focus student financial hardship, particularly annum on graduate scholarships and on students in greatest financial for those facing unforeseen on hardship support for all students. need. These awards will be made by circumstances. Balliol in the context of the financial Our aim support provided by Oxford Our so aim i t admit all students - University schemes. including those from overseas - on a needs-blind basis and then to offer such financial support as they may require to complete their studies successfully at Balliol.

Our priority for the 750th anniversary By e 2013 w want to have increased our endowment for student support by 50%. 14 The 750th anniversary and beyond

Spotlight on Balliol’s endowment funds College life

The present situation Our aim • refurbishing and developing individual The College currently has around To conserve the College’s rich staircases and their rooms to meet £24 million in general endowment. architectural and cultural heritage, students’ rising standards and present- The annual income from this, at around and to enhance all College facilities, day requirements. £960,000, is used to cover some of Balliol’s so that students can benefit fully from • enhancing existing facilities such as the key operating expenses, including the all the academic, social, sporting and Boat House, the Pilch Studio (for drama sums we spend on the conservation of cultural life that Balliol has to offer. and other performances), music rooms, our buildings and other heritage. other arts performance venues, and At present, owing to lack of funds, we are The long-term goal gym facilities. unable to undertake major conservation By increasing our general endowment projects in key areas of the College, such considerably, we aim to fund a range of • conserving, cataloguing and making as the archway to the Hall, the stained projects including the following: accessible Balliol’s exceptional Archives, glass in the great East window of the • conservation and sensitive Library and Special Collections (of Chapel and the stonework on the development of existing areas of the manuscripts and early printed books) Magdalen Street facade. College including the Chapel, Hall, to the widest group of people. Library, Holywell Manor, and the • supporting Balliol’s general gardens. Long term, we aim to endow educational activities. individual funds for these areas.

Our priority for the 750th anniversary By e 2013 w want to have increased significantly our general endowment through gifts and legacies. The 750th anniversary and beyond 15

Spotlight on Balliol’s capital funds New buildings

The present situation Our aim To convert St Cross Church next to • so There i n large auditorium To provide substantially enhanced Holywell Manor to provide: with up-to-date facilities for lectures, facilities for teaching, research, and • an environmentally controlled, secure presentations and performances. extra-curricular activities, and more space for a new Historic Collections • We have totally inadequate space accommodation for students and Centre, with room for scholarly work for Balliol’s Archives and no space academics. and small exhibitions. to display items from our collections The long-term goal To build additional towers at to visitors. To create a new building at Broad Street Jowett Walk: • n We have a acute lack of space for to provide: • s to help u accommodate all Balliol Visiting Fellows, and other visiting • a multi-purpose teaching and students (undergraduate and academics, and none for any learning centre with a state-of-the-art graduate) who want to live in additional research activities. auditorium (doubling as a 150-seat College. • We currently accommodate around lecture theatre, performance space, • to provide rooms for Junior Research 80% of our undergraduates – or general reception area) with study Fellows, lecturers, Visiting Fellows, significantly less than many of our and seminar space above. and other academic visitors. competitor colleges in Oxford. • to create space for new research • o We d not have sufficient rooms for initiatives. graduate students, especially those with partners and families. • The College’s existing gym and other sports facilities need considerable improvement. Our priority for the 750th anniversary By e 2013 w want to have made significant progress towards funding and implementing our three-site building programme. 16 The 750th anniversary and beyond

Spotlight on the Annual Fund Helping current students

The present situation Our aim The long-term goal Between 1999 and 2009, over The f aim o the Annual Fund is to To increase the proportion of Old £5 million was given to the Annual supplement what the College would Members giving to the levels achieved Fund by individual contributors. Today, normally produce from its endowment. by the leading US universities. around 20% of all Old Members make Above all, it allows Old Members to a gift each year to Balliol in support give in a way that provides immediate of a variety of Annual Fund projects. help to the College. It is used primarily In 2009 Balliol passed the figure of to support current students so that we £600,000 in cash given in a single year are able: to the Annual Fund – a new record for • to provide greater numbers of the College. hardship bursaries and graduate scholarships for those students in particular financial need. • to improve IT facilities for all students. • to refurbish existing student accommodation and provide additional accommodation where possible. • to offer additional tutorial support, especially outside tuition in another college by a specialist in a subject Our priority for the (or option paper) not taught at Balliol. 750th anniversary • to continue to fund a wide range of By o 2013 t have more than 30% extra-curricular activities, such as clubs of Old Members giving to the (including sports), societies, the JCR Annual Fund. and MCR.

“Balliol is more than just scholarship. It is about a way of thinking, about being part of an amazing network and building sustaining friendships that last a lifetime. I am delighted to give back something to the College that gave me so much.”

Charles alexander (1975) How you can support Balliol 17

How you can support Balliol

Making a gift

We are asking all Old Members and other supporters of Balliol to make a gift to the College each year from now on.

1. 2. 3.

Endowment funds Capital funds The Annual Fund Gifts for investment in Gifts for expenditure on capital Gifts to the Annual Fund Balliol’s endowment funds projects will go towards the will be used for immediate will produce a permanent College’s three-site buildings expenditure on projects that source of income which will programme at Broad Street, benefit current students. be used each year by the Jowett Walk, and at St Cross By using some of your gifts College for its educational Church. for Annual Fund projects, activities. Long term, Balliol we are able to take the must increase its endowment 2. pressure off the College’s by an amount sufficient to existing endowment. sustain and enhance its Capital funds Instead of using income academic standing. Gifts for expenditure on capital from the endowment, Balliol projects will go towards the will be able to re-invest it, College’s three-site building thus helping to produce programme at Broad Street, even greater capital growth. St Cross Church and Jowett Walk.

We hope that every Old Member and other supporter will include a bequest to Balliol in their Will. This will eventually help to transform the College’s financial situation beyond all recognition by dramatically increasing our overall endowment. 18 How you can support Balliol

What your gifts can achieve

G ifts to Balliol’s • £50,000 can provide a permanent • £500,000 can endow a Visiting endowment funds endowment for a student’s room or Fellowship. set in College. Giftsf o any amount can be added • £750,000 can endow a Junior to the following endowment funds: • £75,000 can endow a fund, as part of Research Fellowship in a subject Fellowships; Student Support; the larger Innovation and Research or a group of subjects. Innovation and Research; and Fund. • 1 Gifts over £ million can be used to General Endowment. • £125,000 can fund permanently a create an endowment fund for some • £5,000 can provide enough income scholarship worth £5,000 per year to of the major buildings at Balliol. for the regular replacement of a a student. This can be awarded to an • f1 Gifts o £ million or over can be student computer, or endow a book undergraduate or graduate student. used to endow particular Tutorial fund in the Library. • £300,000 can fund permanently a Fellowships. Our goal is to secure • £25,000 can endow a Student full graduate scholarship of £12,000 initially those posts with little or no Support Fund. per year. permanent endowment attached specifically to them.

“My time at Balliol broadened my horizons and has helped Naming opportunities open new doors. I met some extraordinary people, many of All these endowment gifts provide the opportunity for a name to be whom are now doing incredible things - one of whom is attached in perpetuity. Benefactors now my husband! I would like others to have similar may also receive reports on the use made of their gift and will be most opportunities, which is why I support the College today.” welcome to visit the College to meet Helen Buchanan (1991) the recipients of their contributions. How you can support Balliol 19

G ifts to Balliol’s G ifts to Balliol’s • £3,000 can cover the annual cost of capital funds Annual Fund outside tuition in another college by a specialist in a subject (or option paper) • £1,000 could provide a row of seats • £100 can help a student buy essential not taught at Balliol. in the new auditorium in the course books or other study materials. Garden Quad building for ten years. • £3,290 can fund the UK/EU • £200 can provide a much-needed undergraduate tuition fee for a year • £15,000 could fund a study hardship grant to a student. (as at 2010/11). bedroom in the new Jowett Walk • £400 can enable a student to attend building for ten years. • £10,000 can bring a Visiting Fellow to a conference and/or to travel to Balliol for a term. • £50,000 could provide permanent pursue his/her research. • £12,000 can fund a scholarship for one funding for a study bedroom in the • £500 can purchase a high-quality new Jowett Walk building. year for an undergraduate or graduate computer for use in the IT rooms at student. • £500,000 could name the Broad Street or at Holywell Manor. exhibition space and readers’ area • £30,000 per year for three years can • £800 can provide new furniture, fund a Junior Research Fellow (JRF). in the new Historic Collections carpet and soft furnishings for a Centre for ten years. student bedroom. We need to • £150,000 can pay to refurbish an entire • Larger gifts could name a new refurbish 300 rooms at Broad Street staircase at Balliol. building at Jowett Walk or and Holywell Manor. Broad Street. • £1,000 can fund an access bursary for a student in particular financial need. Naming opportunities Giftso t the capital funds or to the Annual Fund provide many opportunities for naming for varying periods and the College would be very pleased to discuss these with potential benefactors. 20 How you can support Balliol

Bequests to Balliol

Bequests have shaped The College warmly welcomes bequests, Please let us know if you decide to and a key goal is to encourage each Old include a bequest to Balliol, or if you wish the history of the College Member and other supporter – whether to discuss making a bequest for a from the time of John young or old – to include a bequest to particular purpose. Times change Balliol – who left a legacy Balliol in his/her Will. unpredictably, though, and the most useful bequests are those for “the general in his Will – right up to The following ‘standard formulation’ is educational purposes of the College”. valid in the UK (if you live outside the UK the present day. please seek specific legal advice): You and your advisers may find it helpful to know that the College is a charity. For Gifts by Will have helped to endow “I give [proportion of the residue of your those living in the UK, this means that Fellowships, to construct buildings, to Estate, or specified sum of money, or gifts by Will to Balliol are completely free create scholarships, to purchase books particular item etc.] absolutely to the of Inheritance Tax (if your Estate is for the Library and to fund a host of Master and Scholars of Balliol College in outside the UK please seek specific other activities. the University of Oxford. I direct that the advice about this matter). The names of those who have made receipt of the Master for the time being the most generous bequests over the of the College or a College Officer centuries are recited regularly as part designated by the Master shall be a of the College’s Bidding Prayer. sufficient discharge to my executors.”

The Greville Smith Society As a way of thanking those – during their lifetimes – who have included a bequest to Balliol in their Wills, we have created the Greville Smith Society. This is named in honour of Harold Greville Smith, an Old Member who gained a First in Chemistry in 1923, and who left nearly one fifth of his substantial estate to Balliol in 1974. Members of the Society meet once a year for a convivial lunch at Balliol, and have a chance to hear more about current developments. In 2010, members of the Society number 200, aged between 27 and 95. How you can support Balliol 21

“When I came up in 1970, the Why first of my family ever to dream of going to university, Balliol I support opened my mind and heart to Balliol fresh ideas and new worlds. I learned so much about life, and did so many new things. Where else could I have got the chance to impersonate Edward Heath at Chequers in front of the man himself? Now, Balliol needs financial support to be able to offer that kind of life-transforming experience to the brightest and best, regardless of their background. It also needs support to continue to provide the world-class tutors and facilities required to keep up "It was two Balliol Old Members who first its unwavering pursuit of suggested my sponsorship of what excellence, and to maintain became the Oxford Internet Institute (OII) the unique, diverse, and at Balliol. They persuaded me that independent-thinking involvement in this multi-disciplinary community that is Balliol. Of research institute would help maintain my “I support Balliol for two course I support the College links with the IT world which I love so much reasons: firstly, I feel that because I am grateful for what and from which my wealth stems. the College and tutors do Balliol did for me: but mostly so much for the students I do so because I believe in And so it has proved. My Mathematics and I want to give the importance of what Balliol Honours Degree was taken at evening something back; and is doing for the future.” classes, so I welcomed becoming a Balliol secondly, for me, one of Richard Salter QC (1970) woman. I never just write a cheque and Balliol’s strengths is the the past nine years' involvement in the diversity of its OII Strategy Board nicely balances my life undergraduates and in the business and philanthropic worlds. graduates and I want the The mission of my charitable foundation is College to continue to to be pioneering and strategic - to make welcome students from a real difference. When you give, you also all backgrounds. I do not receive. I take enormous pleasure from like to think of able the mature success of the Oxford Internet people being prevented Institute and thoroughly enjoy my from attending Balliol involvement in both College and University.” because of money.” Dame Stephanie Shirley, Vicky Jones (1999) Dame Stephanie Shirley Foundation Fellow 22

Contact details

For information about ways of making a gift to Balliol, please contact:

Development Office Balliol College Broad Street Oxford OX1 3BJ UK

Telephone: +44 (0)1865 277691 Fax: +44 (0)1865 202472 Email: [email protected] Website: http://alumni.balliol.ox.ac.uk

Updated March 2010