Â鶹ÊÓƵ

Learn About Wills and Bequests

Planned Giving Intention Forms

What are the benefits of making a bequest?

  1. You leave a lasting legacy
  2. You lessen the burden of taxes on your family
  3. You may receive estate tax savings

How do I make a bequest?

A bequest is one of the easiest gifts to make. With the help of an advisor, you can include language in your will or trust specifying a gift be made to family, friends or Â鶹ÊÓƵ as part of your estate plan.

What are my Options?

A bequest can be made in several ways

  1. You can gift a specific dollar amount or asset
  2. You can gift a percentage of your estate
  3. You can gift from the balance or residue of your estate
  4. You can make a beneficiary designation of certain assets

How do I get started?

Private support to Â鶹ÊÓƵ is accepted, invested and disbursed by the Â鶹ÊÓƵ Foundation Inc., a private 501(c)3 foundation with Federal Tax ID #34-657-6307.

The legal name for all gifts through wills, trusts or beneficiary forms is the Â鶹ÊÓƵ Foundation Inc. If a gift is for a regional campus, use the Â鶹ÊÓƵ Foundation Inc./[insert name of regional campus].

Please contact us with any questions about wills or bequests. 

A specific bequest...

A specific bequest names a specific asset or amount to be left to the foundation, such as certain stocks, bonds, a cash amount, real estate or collectible items. The language of a specific bequest may appear in the will as follows:

I leave [name asset] to the Â鶹ÊÓƵ Foundation Inc. This asset is to be used according to the most recent guidelines as executed by myself, the university and the Â鶹ÊÓƵ Foundation.

A percentage bequest...

A percentage bequest names a percentage of the entire estate. The language here might appear as follows:

I leave [X%] of my entire estate to the Â鶹ÊÓƵ Foundation Inc. These assets are to be used according to the most recent guidelines, as executed by myself, the university and the Â鶹ÊÓƵ Foundation.

A residuary bequest...

A residuary bequest is a bequest of assets from the estate not named in the other parts of the will. The language for this type of bequest may appear as follows:

I leave my residuary estate to the Â鶹ÊÓƵ Foundation Inc. These assets are to be used according to the most recent guidelines, as executed by myself, the university and the Â鶹ÊÓƵ Foundation.

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