Sample Language to Make a Gift in your Will or Trust to the University of New Haven
If you are making a new will or trust, you can simply include the University of New Haven among the beneficiaries of your estate. If you already have a will, you can make the University a beneficiary of your estate through a simple document called a codicil.
The University of New Haven is a 501 (c) (3) not-for-profit corporation, with Federal Taxpayer Identification Number 06-0761704.
Your bequest language can be as simple as the following:
I hereby bequeath to the University of New Haven, a tax-exempt organization, located at 300 Boston Post Road, West Haven, Connecticut 06516, the sum of ________ dollars (or, alternatively, ____% of my residuary estate, or include a description of property, assets, etc. that you wish to bequeath) for its general purposes.
Specific Bequest:
I hereby bequeath to the University of New Haven, a tax-exempt organization, located at 300 Boston Post Road, West Haven, Connecticut 06516, the sum of ________ dollars (or, alternatively, ____% of my residuary estate, or include a description of property, assets, etc. that you wish to bequeath). It is my wish that this gift be specifically used to support [describe specific intent here - scholarships, athletics, student services, etc.]. If it becomes inappropriate or impossible to accomplish the purpose of the gift as described herein, then the Board of Governors may designate this bequest to be used for the benefit of a substantially similar purpose.
Specifying a percentage of your estate as a bequest is generally preferable to specifying a dollar amount. It means that the beneficiaries of your estate, including tax-exempt not-for-profit organizations like the University of New Haven, will receive the proportion you intend, even though your estate may increase or decrease in value.
If you would like to specify the use of your bequest, please communicate with Lisa Wrubleski, Director of Development, Planned and Major Gifts, at 860-478-2870 or [email protected], so we can help you or your attorney word your wishes in a form that ensures that your intent will be honored when your bequest is received.
