It is always advisable that a donor consult with legal counsel when considering a gift by bequest. Whenever possible, the University should receive a copy of that portion of a donor's will which pertains to their bequest to the University. This enables the University to be prepared upon distribution of the estate.
SAMPLE BEQUEST LANGUAGE
The University of California
Division of Agriculture and Natural Resources
I give, devise and bequeath to THE REGENTS OF THE UNIVERSITY OF CALIFORNIA:
_____percent (____%) of the rest, residue and remainder of my estate
OR
the sum of $____________dollars ($___________).
This bequest shall be used to establish the (name of Donor(s) Fund),
an endowed (non-endowed) fund,
the payout only (or if non-endowed, the principal and income )
of which shall be used to benefit the (purpose or program ) of the University of California
Division of Agriculture and Natural Resources.
(Optional: If possible, the charitable bequest shall be satisfied with assets deemed to
be "income in respect of a decedent" (IRD), under the Internal Revenue Code.)
The corpus of the (Name of Donor Fund) will be administered by The Regents of the University of California for the sole benefit of the (purpose or program ) of the Division of Agriculture and Natural Resources, in accordance with established University policies and procedures. In making this gift, it is my intention to serve the University of California Division of Agriculture and Natural Resources and I desire that the foregoing statement of purpose be liberally construed so that this objective may be fully accomplished. If, at any time in the judgment of the Vice President - Agriculture and Natural Resources, changed circumstances substantially interfere with the beneficial realization of such purposes, then the funds may be used for such other similar purposes as the Vice President - Agriculture and Natural Resources in his/her discretion determines to be consistent with my interests and intentions.
The University of California Division of Agriculture and Natural Resources
Taxpayer Identification Number: 94-3067788
I would like to make a gift to ANR now.
Giving to ANR
Ways of Giving
Types of Funds
UC Gift Acceptance Policies