Office of Estate & Gift Planning
Sample Bequest Language
Giving to the University of Florida through your will or trust is often referred to as a “bequest.” A bequest can include cash, securities, real estate or personal property.
You can make a bequest for a percentage of your estate or for a certain dollar amount. You can designate your bequest for general use or you can restrict its use for a specific purpose at the University of Florida. Many individuals establish endowments that honor the memory of a family member or another loved one. These endowments live forever, since only the income is used annually.
Since a will is an important legal document, you should seek an attorney's help. To assist you with this important process, we offer some suggested bequest wording below.
Why make a bequest to the University of Florida?
- Tax Savings – A charitable gift through your estate may reduce estate taxes.
- Retain Assets – A bequest allows you to retain your assets during your life.
- Retain Control – You may change the beneficiaries of your estate at any time.
- Join the Legacy Society – Your gift may allow the University of Florida to recognize you as a member of our Legacy Society.
Sample Bequest Language
The following includes several examples of suggested bequest wording to benefit the University of Florida. Each individual situation is unique and, therefore, these examples include only some of the possible gift opportunities. We encourage you to share your final will provision with the University of Florida Foundation, Inc. to ensure that your wishes will be properly followed and recognized.
Restricted (For purpose designated by you)
Restricted as a percentage of the estate (includes endowment language)
Restricted as a specific dollar amount (includes endowment language)
Other unique bequest language provisions
"Backstopping" your gift through an estate provision
Referencing a gift agreement in a will or trust
Let us know if you have already included the University of Florida in your will.
The University of Florida Foundation is not affiliated with, and does not provide, endorsements for professional advisors. 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 illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. Charitable Gift Annuities may not be available in all states.