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Sample Bequest Language

The appropriate wording for making a gift depends upon the type of gift, state law and your own unique circumstances. The following will and trust provisions are examples of how you may designate your gift. Consult an attorney to be sure you have a properly drafted legal document.

PERCENTAGE BEQUEST (Recommended):

I direct that the University of Nevada, Las Vegas Foundation, a charitable organization (tax ID 94-2790134) located at 4505 Maryland Parkway, Las Vegas, NV  89154-1006, shall receive (indicate specific percentage) percent of my estate, free from and undiminished on account of any debts, expenses of administration, or death taxes.  This bequest is unrestricted and the Board of Trustees, or other governing body may use and expend the same for the benefit of the University of Nevada, Las Vegas in any manner it deems appropriate.

SPECIFIC BEQUEST:

I give and bequeath to the University of Nevada, Las Vegas Foundation, a charitable organization (tax ID 94-2790134) located at 4505 Maryland Parkway, Las Vegas, NV  89154-1006, the sum of (indicate specific amount). This bequest is unrestricted and the Board of Trustees, or other governing body may use and expend the same for the benefit of the University of Nevada, Las Vegas, in any manner it deems appropriate

REMAINDER BEQUEST:

I direct that the University of Nevada, Las Vegas Foundation, a charitable organization (tax ID 94-2790134) located at 4505 Maryland Parkway, Las Vegas, NV  89154-1006, shall receive (indicate specific percentage) percent of my net residuary estate, after the payment of all my debts and expenses of administration (other than death taxes).  This bequest is unrestricted and the Board of Trustees, or other governing body may use and expend the same for the benefit of the University of Nevada, las Vegas in any manner it deems appropriate.

RESTRICTED BEQUEST:

Should you wish to restrict a bequest for a specific purpose, please contact the Planned Giving office at the UNLV Foundation, so we may create the wording necessary to accomplish your intentions.

We also suggest you and your attorney or financial consultant contact the Planned Giving office at the UNLV Foundation at 702-895-2841 or bud.beekman@unlv.edu to create a Memorandum of Understanding (MOU) to ensure your wishes are both known and followed, when your gift matures.


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The information on this site is not intended as legal, tax or investment advice.
For such advice, please consult an attorney, tax professional or investment professional.
 
 
 

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