Sample Bequest Language

Sample Bequest Language:

Please use this sample language as a framework for shaping your bequest as you work and consult with your advisors. 

Naming Bryn Mawr as a Beneficiary in Your Will

"I give and bequeath to Bryn Mawr College of Bryn Mawr, Pennsylvania [ ___ percent; OR the sum of $______ from my estate; OR all the rest, residue or remainder of my estate.] This gift may be used for [the general purposes of the College; OR at the discretion of its Board of Trustees; OR for scholarships, faculty salaries, OR _______ department support.] 

If, as a result of changed conditions in the future, the income from this Fund shall not be needed for the purposes set forth above, the Trustees of Bryn Mawr College are authorized to use the income for other purposes as near as possible to the original purpose, or in their judgment for purposes which will help advance the aims of Bryn Mawr College.”

Bryn Mawr’s gift planning staff would be delighted to help you create a bequest for a purpose close to your heart on campus. Please contact us so that we can discuss how your bequest has the impact you wish.

Testamentary Gifts

Life-income gifts such as charitable gift annuities, charitable remainder trusts, and charitable lead trusts may also be funded through your Will. While these gift plans will not generate tax savings during your lifetime, they may reduce estate taxes and provide life income for your heirs or other beneficiaries you choose.

  Download Sample Bequest Language.

 

 

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