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Bequest Language

Bequest language for a gift in your will

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.

Sample language

The following text is suggested language to use when drafting your bequest.

I give, devise, and bequeath the (sum of/ percentage of/ residue of my estate) to Indiana University Foundation, a not-for-profit corporation with principal offices located in Bloomington, Indiana, to be utilized for the benefit of Indiana University [as specified in an agreement on file at said Foundation.]

If you have named Indiana University 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.

Questions

Please contact the Office of Gift Planning Services at 800-558-8311 or giftplan@iu.edu for more information.