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Office of Estate & Gift Planning

Restricted as a specific dollar amount


I give, devise, and bequeath to the University of Florida Foundation, Inc., a not-for-profit organization located in Gainesville, Florida, the sum of $_______ in cash or in-kind (or ________ shares of ________stock) to be used for __________________________________________ at the University of Florida. If changed circumstances should at some future time make it impractical to continue using the income from the Fund for the purpose designated, then the University of Florida Foundation, Inc. Board of Directors may redesignate the purpose to adhere as closely as possible to my original intent.

Many individuals establish endowments at the University of Florida to honor the memory of a family member or another loved one. These endowments live forever, since only the income is used annually. The sample language provided below can be used to fund a previously established endowment. If you have questions about establishing an endowment, please contact the University of Florida Foundation, Inc.

Restricted as a specific dollar amount for an endowment

I give, devise, and bequeath to the University of Florida Foundation, Inc., a not-for-profit organization located in Gainesville, Florida, the sum of $_______ in cash or in-kind (or ________ shares of ________stock) to establish the ____________________ENDOWED FUND. The principal of this Fund shall be invested as part of the University of Florida Foundation, Inc.'s permanent endowment and in accordance with its policies. The income therefrom is to be used by the University of Florida Foundation, Inc., located in Gainesville, Florida, for____________________________________. Contributions may be added to the Fund at any time. If changed circumstances should at some future time make it impractical to continue using the income from the Fund for the purpose designated, then the University of Florida Foundation, Inc. Board of Directors may redesignate the purpose for which the Fund's income may be distributed, provided that the Fund shall continue to bear the name ________________ ENDOWED FUND, and that the amended terms shall adhere as closely as possible to my original intent.


Personal Estate Planning Kit Request Form

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