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SAINT MARY'S
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Bequest Language
The official bequest language for Saint Mary's University is: "I give, devise and bequeath to Saint Mary's University of Minnesota, a not-for-profit organization with its main campus currently located at 700 Terrace Heights, Winona, Minnesota…"
Percentage of estate
… _______ percent (%) of the rest, residue, and remainder of my estate as an unrestricted gift to be used at the discretion of the university [OR as a restricted gift to be used for _____________________________________,consistent with the priorities of the university].
Specific amount/property
…the sum of $____________ (or ____________ shares of _____________ stock) (or _________________ [description of specific property]) as an unrestricted gift to be used at the discretion of the university [OR as a restricted gift to be used for _____________________________________, consistent with the priorities of the university].
Note: Gifts of a percentage of an estate, a specific sum of money, or specific real or personal property may be unrestricted or may be restricted to a specific purpose, including an endowed fund. If changed circumstances should at some future time make it impractical for Saint Mary's University to continue using your gift for the purpose designated, then the university may redesignate the purpose to adhere as closely as possible to the donor’s original intent.
The information given on this web site is not offered as or intended to be used or relied upon as legal advice.
