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    Impact our future through planned giving

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University's Legal Name: Regents of the University of Michigan
Tax-Identification Number: 38-6006309

Sample Bequest Language for the University of Michigan

A bequest to the University would normally include language like this:

Unrestricted Bequest

I give, devise, and bequeath to the Regents of the University of Michigan, [Ann Arbor, Dearborn, or Flint] Michigan having the control and management of the University of Michigan, (a) the sum of $___________, or (b) ______% of my estate to be used for the benefit of the University of Michigan as the University may determine.

Restricted Bequest

I give, devise and bequeath to the Regents of the University of Michigan, [Ann Arbor, Dearborn, or Flint] Michigan having the control and management of the University of Michigan, (a) the sum of $________ or (b) ______% of my estate to be used (a) for the benefit of the University of Michigan as the University such shall determine or (b) for the purpose(s) of _________________________________ or if such use, in the judgment of the University is or shall become impracticable or unwise, then for such purpose(s) as the University shall determine.

Residuary Bequest

I give, devise and bequeath to the Regents of the University of Michigan, [Ann Arbor, Dearborn or Flint] Michigan having the control and management of the University of Michigan, (a) all or (b) _____% of the rest, residue and remainder of my estate to be used (a) for the benefit of the University of Michigan as the University may determine; or (b) for the purpose(s) of _______________________________, or if such use, in the judgment of the University, is or shall become impracticable or unwise, then for such purpose(s) as the University shall determine.

Contingent Bequest

If the above named legatees or devisees (or beneficiaries) should predecease me, then I hereby give, devise and bequeath the same to the Regents of the University of Michigan, [Ann Arbor, Dearborn, Flint] Michigan to be used (a) for the benefit of the University of Michigan as the University may determine or (b) for the purpose(s) of ________________________________, or if such use, in the judgment of the University, is or shall become impracticable or unwise, then for such purpose(s) as the University shall determine.

For More Information

For more information or for specific suggested bequest for an endowment or a particular designation, please contact the Office of Gift Planning toll-free at 866.233.6661, directly at 734.615.2022 or by email at giving2@umich.edu.


 

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The University of Michigan has 501(c)(3) non-profit tax exempt status; our federal tax ID number is 38-6006309.

Copyright © 2017 Regents of the University of Michigan
The University of Michigan Office of Development, 3003 South State Street, Suite 9000, Ann Arbor, MI 48109-1288

© 2017 Crescendo Interactive, Inc. PRIVACY STATEMENT
This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice.
For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.