To include a bequest for the the University of Minnesota, Morris in a will or trust, donors may wish to use the following sample language:
“I give [the sum, percentage, or description of property] to the University of Minnesota Foundation, Minneapolis, Minnesota, to be used [for the benefit of the college, campus, or program] or [according to my written instructions* on file with the foundation].”
Morris staff can work with donors and their attorneys to customize this bequest language to ensure that it accurately reflects their wishes and that the University will be able to use their gifts as intended.
As with any gift to the University, donors may choose to direct their bequest to a specific campus, college, program, or fund. The University of Minnesota Foundation uses a Statement of Future Gift form to document donors’ wishes for the use of their gifts and their preferences for recognition.
For more information about including the University of Minnesota Morris in your will or other estate plans, contact Bill Robb at 320-589-6387 or firstname.lastname@example.org.
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.