Bequest Language
Planning for the future and creating the legacy you wish to leave is one of the most effective ways to ensure a lasting impact. Making a gift in your will or living trust, known as a bequest, can guarantee that your legacy endures. Your gift may be a specific dollar amount, a percentage of your estate or the remainder after all other provisions are specified.
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Below is suggested language to use when drafting your bequest.
The University of Massachusetts Dartmouth Foundation Inc. is dedicated to promoting the growth and progress of the University of Massachusetts Dartmouth in support of the school’s broader mission of an accessible and affordable, first-class education.Start Today
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Free ResourceSample Language
For an unrestricted gift that allows UMassD to determine how to use the funds based on the most pressing needs, use the following language for your will and/or trust:
“I give to The University of Massachusetts Dartmouth Foundation Inc., a nonprofit corporation currently located at 285 Old Westport Road, Dartmouth, MA 02747, or its successor thereto for the benefit of the University of Massachusetts Dartmouth, _________ [written amount or percentage of the estate or description of property] for its unrestricted charitable use and purpose.”
To designate your provision for a particular purpose:
“I give to The University of Massachusetts Dartmouth Foundation Inc., a nonprofit corporation currently located at 285 Old Westport Road, Dartmouth, MA 02747, or its successor thereto for the benefit of the University of Massachusetts Dartmouth, _________ [written amount or percentage of the estate or description of property]. This gift should be used for (state purpose) if and so long as University of Massachusetts Dartmouth Foundation Inc. determines that the need exists. If University of Massachusetts Dartmouth Foundation Inc. shall determine at the outset or at a later time that the need does not exist, or no longer exists or for some reason it is not possible (or prudent) to administer my gift as originally intended, then University of Massachusetts Dartmouth Foundation Inc. may, in its sole and uncontrolled discretion, direct the use of my bequest for a purpose related as closely as possible to that stated above.”
If you have named UMass Dartmouth in your will or trust, please let us know so we can ensure that your gift is used according to your wishes. Notifying us of your plans will enable us to plan for the use of your future gift. However, if you prefer to remain anonymous, we will keep your name and gift in strict confidence.
Please contact Theresa M. Curry, J.D. at 508.961.9774 or gift.planning@umassd.edu for more information.