Assumption College: Alumni & Development

Gift Planning
-Build Your Gift
-Compare Gifts
-Essentials
-What to Give
-Ways to Give
-Meet Our
   Donors
-Quiz Yourself
-
-For
   Professional
   Advisors
-Contact Us

Parents
Committee

FBI Golf Tournament

Staff

Site Index

Planned Giving Guide

Remembering Us in Your Will

Whether through a new will or a codicil, be exact with your intentions when including the College in your will.

A common mistake—It's important to identify Assumption College precisely. By avoiding generalities in naming our charity, you alleviate confusion or possible litigation and help ensure that your donation helps others.

The official bequest language for Assumption College is: "I, [name], of [city, state, ZIP], give, devise and bequeath to Assumption College in Worcester, Massachusetts, [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

Safeguarding your plans—Although it is not required, making us aware of your bequest is very helpful. By informing us now of your wishes, we can recognize you for your thoughtful generosity and make certain we can use your gift for the purpose you intend. In addition, we have special ways of recognizing people who have named us in their wills.

Several methods are available for making gifts through your will that support the future of education, with varying tax consequences depending on the method you choose. Contact Melanie Demarais at 508-767-7146 or Demarais@assumption.edu or click here to learn about your different options.

Change Your Mind at Any Time
We realize that circumstances change, and your gift to us in your will or trust may no longer be possible at some future date. Your family and friends come first, and that's why a bequest works for so many of our supporters—you can change your mind at any time.

The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results.