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Balliol CollegeThe 750th anniversary and beyond

Contents

Introduction

1 FromtheMaster

2 Balliol’smission

Balliol–aremarkableplace

3 Theearlydays

4 Aninternationalcommunity ofscholars

5 BalliolOldMembersaround theworld

6 Recentindicatorsofsuccess

8 WhatBalliolmeanstome

The750thanniversaryandbeyond

10 Ourimmediategoals

12 Theacademicheart oftheCollege

13 Studentsupportand needs-blindadmission

14 Collegelife

15 Newbuildings

16 Helpingcurrentstudents

HowyoucansupportBalliol

17 Makingagift

18 Whatyourgiftscanachieve

20 BequeststoBalliol

21 WhyIsupportBalliol

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.

Introduction

Andrew Graham

2 Introduction

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 environmentfor research, teaching, discussion and debate

To develop people who think for themselvesbut not just of themselves

To lead innovation in Oxford and the wider world

To be a force for public good

Balliol’s mission

“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)

3Balliol–aremarkableplace

balliol – a remarkable place

The early days

Matthew ArnoldPoet and social commentator, 19th centuryWilliam BeveridgeBritish welfare state visionary, 20th centuryA.C. BradleyShakespearean scholar and teacher, 20th centuryJames BradleyAstronomer, 18th centuryIsrael BrodieChief Rabbi, 20th centuryHugh CairnsSurgeon, inventor of the crash helmet, 20th centuryA.H. CloughPoet, 19th century Walter CrockerAustralian statesman, 20th centuryLord CurzonViceroy of India, 20th centuryW.H. DraytonAmerican revolutionary, 18th centuryShogi EffendiGuardian of the Baha´i faith, 20th centuryJohn EvelynDiarist and writer, 17th centuryT.H. GreenPhilosopher and social reformer, 19th centuryGraham GreeneNovelist, 20th centuryJ.M. HarlanUS Supreme Court judge, 20th century

An illustrious traditionWecelebratesomeofBalliol’sOldMembersfromthepast:

R.H. TawneyEconomist and educationalist, 20th centuryArnold ToynbeeEconomic historian, 20th centuryAdam von Trott zu SolzExecuted for his part in the plot against Hitler, 20th centuryRichard von WeizsäckerPresident of Germany,20th centuryLaurence WhistlerGlass engraver, 20th centuryJohn WyclifTranslator of the Bible into English, 14th centurySeven Archbishops of Canterbury (including Tait and Frederick Temple, 19th century; William Temple and Lang, 20th century)Three Prime Ministers of Britain (Asquith, Macmillan, and Heath, 20th century)

Cyril HinshelwoodNobel Laureate, chemistry,20th centuryJan HofmeyrLiberal Deputy President of South Africa, 20th centuryGerard Manley HopkinsPoet and priest, 19th centuryAldous HuxleyNovelist, 20th centuryLord (Roy) JenkinsStatesman, President of the European Commission, 20th centuryBenjamin JowettEducationalist, 19th centuryMohammed MahmoudPrime Minister of Egypt, 20th centuryHenry Edward ManningCardinal, 19th centuryVincent MasseyGovernor General of Canada, 20th centuryKing Olav of NorwayMonarch, 20th centuryAnthony PowellNovelist, 20th centuryAdam SmithEconomist and philosopher, 18th centuryJames StirlingMathematician, 18th centuryAlgernon Charles SwinburnePoet, 19th centuryH.D. RawnsleyFounder of the National Trust, 19th century

The story starts in 1263. A community of scholars gathered together, creating one of the fi rst colleges in Oxford. Drawn by a desire for knowledge and the prospect of future employment, these young scholars shared a life shaped by reading, discussion and debate, conducted in the early days in Hall and Chapel. They lived together as a single group, dependent on each other.

Founded by John Balliol, and given its statutes by his wife Dervorguilla, the College became a magnet for talent. Especially from the nineteenth century onwards, the brightest and best travelled here from the rest of Europe and beyond, and, in turn, left to make a difference to the world at large.

JohnWyclif

DervorguillaofGalloway,LadyofBalliol

AdamSmith

Balliol–aremarkableplace4

Country Numberofstudents

United Kingdom ........................443

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

The main countries from which Balliol’s students come (2010)

An international community of scholars

in their fields, attracted to Oxford by its international research rankings, and to Balliol by the quality of its students and its top academic and intellectual ratings within the University.

Today, nearly seven and a half centuries after its foundation, Balliol continues to thrive.

Its students come from all over the world, bringing to the College a stimulating range of views, attitudes, traditions and experiences.

They are taught by an equally international mix of Fellows – top scholars

“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


“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.”

LORD PATTEN (1962), ChANCELLOR, UNIVERSITY OF OXFORD

The contribution made by our alumni

Countingonlythelastdecade,OldMembershaveincluded:

• inBritain,theheadsoftheBBC,theCBI,theTreasury,theJudiciary,McKinsey&Co,Lloyd’sofLondon,thePrudential,andtheNationalGallery.

• theForeignMinistersofCanadaandSriLanka,theLeadersoftheOppositioninAustraliaandCanada,andtheExternalRelationsCommissionerfortheEU.

• thePresidentsoftheAmericanPhilosophicalSocietyandoftheBritishAcademyplusnumerousmembersoflearnedsocietiesaroundtheworld.

• Vice-Chancellorsofmanyuniversities(includingOxfordandDelhi).

Balliolalumnilive,workandcontributein115countriesfromAfghanistantoZimbabwe.

• theLibrarianofCongress,aUSSenator,numerousAmbassadorsandHighCommissioners,andsixmembersoftheObamaadministration.

• film-makers,playwrights,journalists,scientists,entrepreneurs,churchleaders,academics,politicians,andahostofothersattheheadoftheirprofessions.

Balliol Old Members around the world

5,000ormore

500-999200-499

100-19950-99

20-4910-19

<9

6 Balliol–aremarkableplace

Recent indicators of success

balliol’s contribution to the public goodOverthelastcentury,Balliolmembershaveplayedcriticalrolesintheformationofthefollowing:

• AmnestyInternational.

• theWorkers’EducationalAssociation.

• theNationalTrust.

• theBritishwelfarestate.

• manyuniversitiesinBritainincludingBristol,KeeleandSussex.

• Ashoka(theinternationalsocialentrepreneurshiporganisation).

• think-tanksaroundtheworld(e.g.DemosintheUK,andtheLowyInstituteinAustralia).

balliol firstsBalliolwas:

• thefirstOxfordcollegetoopenFellowshipsandScholarshipstocompetitioninsteadofawardingthemto‘internal’candidates,ortothefamilyandfriendsofcurrentmembersoftheCollege.

• amongtheveryfirstOxfordcollegestoadmitJewishstudents,andstudentsfromBurma,India,Japan,PersiaandSiam.

• thefirstOxfordcollegeaftertheReformationtoelectaRomanCatholictoaFellowship.

• thefirstOxfordcollegetoestablishaChemistrylaboratory.

• thefirstOxfordcollegetoelectwomenFellowstoapreviouslyall-malecollege.

• In 2006, 45% of our undergraduates obtained First Class degrees, a record within the University at the time.

• In just the last few years, Balliol members have won two Nobel Prizes and, since its inception, members of Balliol have won more Nobels than those of any other Oxford college.

• In 2001 Balliol played the leading role in establishing the Oxford Internet Institute – the first institute in the world conducting university-level research into the impact of the internet on society.

ProfessorOliverSmithies(1943)receiveshisNobel

PrizeinMedicine(wonjointlywithMarioCapecchi

andSirMartinEvans)fromHMtheKingofSweden,

December2007.

• Balliol is second only to Magdalen in terms of members who are Fellows of the Royal Society, and these two colleges are well above all others in Oxford.

• Balliol has nearly 50% more Fellows of the British Academy than does any other Oxford college.

• One in twenty of our current Old Members is listed in Who’s Who.

©TheN

obelFoundation2007.Photo:HansM

ehlin

8

What Balliol means to me

“It was the effortless generosity of the Balliol tutor, not his effortless superiority, that inspired me. Long may it continue.”CAThERINE ROE (1980), JCR PRESIDENT, 1982

“The Balliol MCR is a jubilant microcosm of diverse cultures, traditions and experiences that draws you in, and this sense of community stays with you long after you have left. I still feel at home whenever I come back.”gILL EINhORN (2007)

“Balliol is more than a place where I come to work – it is a community covering a vast array of backgrounds, but all with the same sense of purpose. I am immensely proud to be a part of that community. I help to provide a safe and secure environment for our students to work in and to give a service that will make their academic studies run that little bit more smoothly.”IAN FIFIELD, hEAD PORTER

Balliol-aremarkableplace

“Balliol is the epitome of the ‘work hard, play hard’ philosophy: always enjoying life but able to get things done, when necessary, to the most exacting standards. Moreover, there is a great spirit to the College: a place for every character, and all are proud to be members. Balliol is truly a home away from home.”JONAThAN gARTSIDE (2003)

“Balliol’s diverse student body, coupled with the unparalleled breadth and depth of scholarship of its Fellows, makes it a consistently exciting intellectual home. The combination of academic excellence, warmth, and interest in society have more than confirmed my initial hopes when I chose Balliol.”IAN gOLDIN, DIRECTOR OF ThE JAMES MARTIN 21ST CENTURY SChOOL AND PROFESSORIAL FELLOw OF bALLIOL

9Balliol-aremarkableplace

“It is the people at Balliol – past and current tutors, staff and students – that make the College stand out from the rest. Nowhere else are students allowed the same freedom to develop their own personalities and thoughts in an environment which respects all equally and has the confidence to trust in individuals.”ADAM SMITh (2006), JCR PRESIDENT (2008)

“Balliol is like a second home for me - something that is especially important since I have moved from the USA to Oxford. It’s a welcoming and cosmopolitan place. Sitting at lunch, one hears an arresting array of accents and encounters a similar diversity in topics. When I enter the College, I always feel a sense of peace and excitement.”SARAh ThOMAS, bODLEY’S LIbRARIAN AND PROFESSORIAL FELLOw OF bALLIOL

“Balliol has a kind of dysfunctional magnetism that happily houses all political persuasions, extroverts and introverts, leaders and dreamers – sharing the hunt for academic riches but equally happy to share a yarn over a beer at the Holywell Manor bar.”JOhN PICkhAVER (2001), MCR PRESIDENT, 2003

“For me, the best of Balliol is the self-sustaining mixture of intellectual seriousness, social engagement and egalitarian informality.”ADAM SwIFT (1980), FELLOw AND TUTOR IN POLITICS

“It’s thirty years since I went up from Sri Lanka. Balliol made me what I am. It’s as simple as that.”ARJUNA MAhENDRAN (1978)

“Balliol is a melting pot of accessible people, ideas and opportunities. There’s a strong sense of community coupled with an ethos of being switched on to the world at large. I had this wonderful experience as an undergraduate, and I’m delighted that all the same things hold true now I am a graduate.”ANNA LEwIS (2003 - ), MCR PRESIDENT (2008)

10 The750thanniversaryandbeyond

The 750th anniversary and beyond

Above:thesealofDervorguillaofGalloway,

LadyofBalliol,ontheCollege’sFoundation

Statutes,whichshegavein1282

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.

• recruit and retain the best academics, providing an outstanding education for our students.

• attract and admit the brightest and best graduates and undergraduates on a needs-blind basis and provide the fi nancial support to enable them to fulfi l their academic potential.

With your support we will: • sustain the tutorial system, the bedrock of Balliol undergraduate teaching.

• support research and innovation across the College and give teaching and research opportunities to young academics at the start of their careers.

• provide an exceptional student experience through good quality accommodation in a collegial environment, state-of-the-art IT facilities, funding for societies (including music and drama), sports clubs, the JCR and the MCR.

11The750thanniversaryandbeyond

The 750th anniversary and beyond

• conserve and make accessible our architectural and cultural heritage – including the Chapel, Hall, Library, Holywell Manor and our gardens.

• begin the capital building programme:

for a new multi-use public space for lectures, teaching, discussion and debate at the Broad Street site.

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 The750thanniversaryandbeyond

Spotlight on Balliol’s endowment funds

The academic heart of the College

The present situationWecurrentlyhavenineteencoreacademicposts(theTutorialFellowships)forwhichthelong-runfundingisnotguaranteed(twelveFellowshipsareonlypartiallyendowedandsevenhavenoendowmentatall).Thereisalmostnofundingatallforearlycareerappointments(includingJuniorResearchFellowships).Inaddition,theUniversityiscurrentlyfacingseveredifficultiesinprovidingsupportforBalliolFellowships.

Our aimTopreserveandenhanceresearchandteachingintraditionalsubjects,especiallywhereBalliolhasgreatstrengths,andtodevelopthenewareasthatwillshapetheworldofthe21stcentury.

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 long-term goalWeaim:

• toguaranteelong-termfundingforalloftheFellowships.

• topaysalariesthatarecompetitiveinternationally.

• toprovideopportunitiesforoutstandingyoungscholars,especiallythroughJuniorResearchFellowships,toembarkonacademiccareerswhichwilladvancehumanknowledge.

• tocreateaResearchandInnovationFundtosupportnewmulti-disciplinaryinitiatives,includingpost-doctoralresearchpositions,VisitingFellowshipsandgraduatestudentsdrawnfromaroundtheworld.

Our priorities for the 750th anniversary By2013weaimtohavepermanentfundingforatleasthalfofourunendowedTutorialFellowshipsandtohaveestablishednewResearchFellowships.

13The750thanniversaryandbeyond


Student support and needs-blind admission

The long-term goalBalliolwouldliketoincreaseconsiderablyitsabilitytofund,onasustainablebasis,studentsupport:

• toprovidehardshipbursariesforUK/EUundergraduateswithafocusonstudentsingreatestfinancialneed.TheseawardswillbemadebyBalliolinthecontextofthefinancialsupportprovidedbyOxfordUniversityschemes.

The present situationBalliolcurrentlyhasaround£11millioninendowmenttoprovidestudentsupportofvariouskinds.Usingtheincomefromthisendowmentfund,theCollegespendsover£400,000perannumongraduatescholarshipsandonhardshipsupportforallstudents.

Our aimOuraimistoadmitallstudents-includingthosefromoverseas-onaneeds-blindbasisandthentooffersuchfinancialsupportastheymayrequiretocompletetheirstudiessuccessfullyatBalliol.

• toprovidescholarshipscoveringthetuitionfeesand/ormaintenancecostsofundergraduateand/orgraduatestudentsfromallovertheworld.

• toprovidegrantscoveringgeneralstudentfinancialhardship,particularlyforthosefacingunforeseencircumstances.

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.

Our priority for the 750th anniversaryBy2013wewanttohaveincreasedourendowmentforstudentsupportby50%.

14


College life

Our aimToconservetheCollege’sricharchitecturalandculturalheritage,andtoenhanceallCollegefacilities,sothatstudentscanbenefitfullyfromalltheacademic,social,sportingandculturallifethatBalliolhastooffer.

The long-term goalByincreasingourgeneralendowmentconsiderably,weaimtofundarangeofprojectsincludingthefollowing:

• conservationandsensitivedevelopmentofexistingareasoftheCollegeincludingtheChapel,Hall,Library,HolywellManor,andthegardens.Longterm,weaimtoendowindividualfundsfortheseareas.

The present situationTheCollegecurrentlyhasaround£24millioningeneralendowment.Theannualincomefromthis,ataround£960,000,isusedtocoversomeofBalliol’skeyoperatingexpenses,includingthesumswespendontheconservationofourbuildingsandotherheritage.Atpresent,owingtolackoffunds,weareunabletoundertakemajorconservationprojectsinkeyareasoftheCollege,suchasthearchwaytotheHall,thestainedglassinthegreatEastwindowoftheChapelandthestoneworkontheMagdalenStreetfacade.

• refurbishinganddevelopingindividualstaircasesandtheirroomstomeetstudents’risingstandardsandpresent-dayrequirements.

• enhancingexistingfacilitiessuchastheBoatHouse,thePilchStudio(fordramaandotherperformances),musicrooms,otherartsperformancevenues,andgymfacilities.

• conserving,cataloguingandmakingaccessibleBalliol’sexceptionalArchives,LibraryandSpecialCollections(ofmanuscriptsandearlyprintedbooks)tothewidestgroupofpeople.

• supportingBalliol’sgeneraleducationalactivities.

Our priority for the 750th anniversaryBy2013wewanttohaveincreasedsignificantlyourgeneralendowmentthroughgiftsandlegacies.


15

Spotlight on Balliol’s capital funds

New buildings

Our aimToprovidesubstantiallyenhancedfacilitiesforteaching,research,andextra-curricularactivities,andmoreaccommodationforstudentsandacademics.

The long-term goalTocreateanewbuildingatBroadStreettoprovide:

• amulti-purposeteachingandlearningcentrewithastate-of-the-artauditorium(doublingasa150-seatlecturetheatre,performancespace,orgeneralreceptionarea)withstudyandseminarspaceabove.

ToconvertStCrossChurchnexttoHolywellManortoprovide:

• anenvironmentallycontrolled,securespaceforanewHistoricCollectionsCentre,withroomforscholarlyworkandsmallexhibitions.

TobuildadditionaltowersatJowettWalk:

• tohelpusaccommodateallBalliolstudents(undergraduateandgraduate)whowanttoliveinCollege.

• toprovideroomsforJuniorResearchFellows,lecturers,VisitingFellows,andotheracademicvisitors.

• tocreatespacefornewresearchinitiatives.

The present situation

• Thereisnolargeauditoriumwithup-to-datefacilitiesforlectures,presentationsandperformances.

• WehavetotallyinadequatespaceforBalliol’sArchivesandnospacetodisplayitemsfromourcollectionstovisitors.

• WehaveanacutelackofspaceforVisitingFellows,andothervisitingacademics,andnoneforanyadditionalresearchactivities.

• Wecurrentlyaccommodatearound80%ofourundergraduates–significantlylessthanmanyofourcompetitorcollegesinOxford.

• Wedonothavesufficientroomsforgraduatestudents,especiallythosewithpartnersandfamilies.

• TheCollege’sexistinggymandothersportsfacilitiesneedconsiderableimprovement.

Our priority for the 750th anniversaryBy2013wewanttohavemadesignificantprogresstowardsfundingandimplementingourthree-sitebuildingprogramme.


16

Spotlight on the Annual Fund

Helping current students

Our priority for the 750th anniversaryBy2013tohavemorethan30%ofOldMembersgivingtotheAnnualFund.


Our aimTheaimoftheAnnualFundistosupplementwhattheCollegewouldnormallyproducefromitsendowment.Aboveall,itallowsOldMemberstogiveinawaythatprovidesimmediatehelptotheCollege.Itisusedprimarilytosupportcurrentstudentssothatweareable:

• toprovidegreaternumbersofhardshipbursariesandgraduatescholarshipsforthosestudentsinparticularfinancialneed.

• toimproveITfacilitiesforallstudents.

• torefurbishexistingstudentaccommodationandprovideadditionalaccommodationwherepossible.

• toofferadditionaltutorialsupport,especiallyoutsidetuitioninanothercollegebyaspecialistinasubject(oroptionpaper)nottaughtatBalliol.

• tocontinuetofundawiderangeofextra-curricularactivities,suchasclubs(includingsports),societies,theJCRandMCR.

The present situationBetween1999and2009,over£5millionwasgiventotheAnnualFundbyindividualcontributors.Today,around20%ofallOldMembersmakeagifteachyeartoBalliolinsupportofavarietyofAnnualFundprojects.

In2009Balliolpassedthefigureof£600,000incashgiveninasingleyeartotheAnnualFund–anewrecordfortheCollege.

The long-term goalToincreasetheproportionofOldMembersgivingtothelevelsachievedbytheleadingUSuniversities.

“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)

17HowyoucansupportBalliol

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.

how you can support balliol

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

2.Capital fundsGifts for expenditure on capital projects will go towards the College’s three-site buildings programme at Broad Street, Jowett Walk, and at St Cross Church.

2.Capital fundsGifts for expenditure on capital projects will go towards the College’s three-site building programme at Broad Street, St Cross Church and Jowett Walk.

1. Endowment fundsGifts for investment in Balliol’s endowment funds will produce a permanent source of income which will be used each year by the College for its educational activities. Long term, Balliol must increase its endowment by an amount sufficient to sustain and enhance its academic standing.

3.The Annual FundGifts to the Annual Fund will be used for immediate expenditure on projects that benefit current students. By using some of your gifts for Annual Fund projects, we are able to take the pressure off the College’s existing endowment. Instead of using income from the endowment, Balliol will be able to re-invest it, thus helping to produce even greater capital growth.

Making a gift

gifts to balliol’s endowment fundsGiftsofanyamountcanbeaddedtothefollowingendowmentfunds:Fellowships;StudentSupport;InnovationandResearch;andGeneralEndowment.

• £5,000canprovideenoughincomefortheregularreplacementofastudentcomputer,orendowabookfundintheLibrary.

• £25,000canendowaStudentSupportFund.

• £50,000canprovideapermanentendowmentforastudent’sroomorsetinCollege.

• £75,000canendowafund,aspartofthelargerInnovationandResearchFund.

• £125,000canfundpermanentlyascholarshipworth£5,000peryeartoastudent.Thiscanbeawardedtoanundergraduateorgraduatestudent.

• £300,000canfundpermanentlyafullgraduatescholarshipof£12,000peryear.

HowyoucansupportBalliol18

What your gifts can achieve

Naming opportunities

Alltheseendowmentgiftsprovidetheopportunityforanametobeattachedinperpetuity.BenefactorsmayalsoreceivereportsontheusemadeoftheirgiftandwillbemostwelcometovisittheCollegetomeettherecipientsoftheircontributions.

• £500,000canendowaVisitingFellowship.

• £750,000canendowaJuniorResearchFellowshipinasubjectoragroupofsubjects.

• Giftsover£1millioncanbeusedtocreateanendowmentfundforsomeofthemajorbuildingsatBalliol.

• Giftsof£1millionorovercanbeusedtoendowparticularTutorialFellowships.Ourgoalistosecureinitiallythosepostswithlittleornopermanentendowmentattachedspecificallytothem.

“My time at Balliol broadened my horizons and has helped open new doors. I met some extraordinary people, many of whom are now doing incredible things - one of whom is now my husband! I would like others to have similar opportunities, which is why I support the College today.”hELEN bUChANAN (1991)

gifts to balliol’s Annual Fund• £100canhelpastudentbuyessential

coursebooksorotherstudymaterials.

• £200canprovideamuch-neededhardshipgranttoastudent.

• £400canenableastudenttoattendaconferenceand/ortotraveltopursuehis/herresearch.

• £500canpurchaseahigh-qualitycomputerforuseintheITroomsatBroadStreetoratHolywellManor.

• £800canprovidenewfurniture,carpetandsoftfurnishingsforastudentbedroom.Weneedtorefurbish300roomsatBroadStreetandHolywellManor.

• £1,000canfundanaccessbursaryforastudentinparticularfinancialneed.

• £3,000cancovertheannualcostofoutsidetuitioninanothercollegebyaspecialistinasubject(oroptionpaper)nottaughtatBalliol.

• £3,290canfundtheUK/EUundergraduatetuitionfeeforayear(asat2010/11).

• £10,000canbringaVisitingFellowtoBalliolforaterm.

• £12,000canfundascholarshipforoneyearforanundergraduateorgraduatestudent.

• £30,000peryearforthreeyearscanfundaJuniorResearchFellow(JRF).

• £150,000canpaytorefurbishanentirestaircaseatBalliol.

gifts to balliol’s capital funds• £1,000couldprovidearowofseats

inthenewauditoriumintheGardenQuadbuildingfortenyears.

• £15,000couldfundastudybedroominthenewJowettWalkbuildingfortenyears.

• £50,000couldprovidepermanentfundingforastudybedroominthenewJowettWalkbuilding.

• £500,000couldnametheexhibitionspaceandreaders’areainthenewHistoricCollectionsCentrefortenyears.

• LargergiftscouldnameanewbuildingatJowettWalkorBroadStreet.


Naming opportunities GiftstothecapitalfundsortotheAnnualFundprovidemanyopportunitiesfornamingforvaryingperiodsandtheCollegewouldbeverypleasedtodiscussthesewithpotentialbenefactors.

20

Bequests to Balliol

Bequests have shaped the history of the College from the time of John Balliol – who left a legacy in his Will – right up to the present day. GiftsbyWillhavehelpedtoendowFellowships,toconstructbuildings,tocreatescholarships,topurchasebooksfortheLibraryandtofundahostofotheractivities.

ThenamesofthosewhohavemadethemostgenerousbequestsoverthecenturiesarerecitedregularlyaspartoftheCollege’sBiddingPrayer.

The Greville Smith SocietyAs 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.

TheCollegewarmlywelcomesbequests,andakeygoalistoencourageeachOldMemberandothersupporter–whetheryoungorold–toincludeabequesttoBalliolinhis/herWill.

Thefollowing‘standardformulation’isvalidintheUK(ifyouliveoutsidetheUKpleaseseekspecificlegaladvice):

“Igive[proportionoftheresidueofyourEstate,orspecifiedsumofmoney,orparticularitemetc.]absolutelytotheMasterandScholarsofBalliolCollegeintheUniversityofOxford.IdirectthatthereceiptoftheMasterforthetimebeingoftheCollegeoraCollegeOfficerdesignatedbytheMastershallbeasufficientdischargetomyexecutors.”

HowyoucansupportBalliol

PleaseletusknowifyoudecidetoincludeabequesttoBalliol,orifyouwishtodiscussmakingabequestforaparticularpurpose.Timeschangeunpredictably,though,andthemostusefulbequestsarethosefor“thegeneraleducationalpurposesoftheCollege”.

YouandyouradvisersmayfindithelpfultoknowthattheCollegeisacharity.ForthoselivingintheUK,thismeansthatgiftsbyWilltoBalliolarecompletelyfreeofInheritanceTax(ifyourEstateisoutsidetheUKpleaseseekspecificadviceaboutthismatter).


“I support Balliol for two reasons: firstly, I feel that the College and tutors do so much for the students and I want to give something back; and secondly, for me, one of Balliol’s strengths is the diversity of its undergraduates and graduates and I want the College to continue to welcome students from all backgrounds. I do not like to think of able people being prevented from attending Balliol because of money.”

VICkY JONES (1999)

Why I support Balliol

"It was two Balliol Old Members who first suggested my sponsorship of what became the Oxford Internet Institute (OII) at Balliol. They persuaded me that involvement in this multi-disciplinary research institute would help maintain my links with the IT world which I love so much and from which my wealth stems.

And so it has proved. My Mathematics Honours Degree was taken at evening classes, so I welcomed becoming a Balliol woman. I never just write a cheque and the past nine years' involvement in the OII Strategy Board nicely balances my life in the business and philanthropic worlds.

The mission of my charitable foundation is to be pioneering and strategic - to make a real difference. When you give, you also receive. I take enormous pleasure from the mature success of the Oxford Internet Institute and thoroughly enjoy my involvement in both College and University.”

DAME STEPhANIE ShIRLEY, FOUNDATION FELLOwDameStephanieShirley

“When I came up in 1970, the first of my family ever to dream of going to university, Balliol opened my mind and heart to 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 its unwavering pursuit of excellence, and to maintain the unique, diverse, and independent-thinking community that is Balliol. Of course I support the College because I am grateful for what Balliol did for me: but mostly I do so because I believe in the importance of what Balliol is doing for the future.”

RIChARD SALTER QC (1970)

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Contact details

ForinformationaboutwaysofmakingagifttoBalliol,pleasecontact:

DevelopmentOfficeBalliolCollegeBroadStreetOxfordOX13BJUK

Telephone:+44(0)1865277691Fax:+44(0)1865202472Email:[email protected]:http://alumni.balliol.ox.ac.uk

UpdatedMarch2010

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