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Sample Bequest Language for the Concert Series
Please note that gifts of this nature should be carefully considered in relation to your comprehensive financial and estate plans. We strongly recommend that you consult an attorney in the preparation of your will and to supervise its execution so as to comply with your state requirements. The following are examples for illustration only.
- When including a bequest provision in your will, always use the full legal name and provide the federal taxpayer identification number.
- Our full, legal name is: "University of Missouri-Columbia."
- Please contact us for our TIN.
To
include a gift to the Concert Series in your will or living trust, we suggest
that you and your legal advisor consider the following language:
Describe the gift
". . . to The Curators of the University of Missouri, a public corporation, for benefit of the Concert Series at the University of Missouri-Columbia,
- the sum of $__________.
- ___________________. [description of specific property]
- ____ % of my estate owned by me at my death.
- the residue of my property owned by me at my death.
Describe the purpose or program
- for the unrestricted use and benefit of the Concert Series.
- to fund the previously established ____________________ endowment fund* and any amendments thereto.
- To establish the ______________________ endowment fund*, the
distribution of which is to be used for ______________ (equipment, specific events,
etc.) at the Concert Series.”
IMPORTANT NOTE - Please ensure that the Concert Series is specifically designated. Gifts not identified in this way may be considered a gift to the University.
*Please contact us concerning the establishment of an endowment fund. Certain minimums may be required. Upon your request, the Office of Gift Planning and Endowments will prepare a separate endowment document at no cost to you. Your will or trust may then direct the gift to the endowment fund. By using this planning strategy, you will retain the option to alter the purpose or use of your endowment fund without the expense and inconvenience of amending your estate plan.
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