Bequest Language

SAMPLE BEQUEST LANGUAGE

Official Name: The Board of Trustees of Beloit College
Beloit College is a 501(c)(3) charitable organization under federal guidelines.
Beloit College Federal Tax Identification Number: 39-0808497

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.

The following are examples of bequest language for you to consider and discuss with your advisor.

Sample Bequest Language
For an unrestricted gift that allows Beloit College to determine how to use the funds based on the most pressing needs, use the following language for your will and/or trust:

To designate your provision for a particular purpose:

"I give to The Board of Trustees of Beloit College, a nonprofit corporation currently located at 700 College St., Beloit, WI 53511, or its successor thereto, _________ [written amount or percentage of the estate or description of property]. This gift should be used for (state purpose) if and so long as The Board of Trustees of Beloit College determines that the need exists. If The Board of Trustees of Beloit College 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 The Board of Trustees of Beloit College 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 Beloit College 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.

For more information please contact:

Lara Hermann, CFRE, Director of Gift Planning
Office of Advancement & Alumni Engagement
700 College Street
Beloit, WI 53511-5595
hermannlr@beloit.edu
608-363-2650

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