Sample Wording for Will or Trust
For an Unrestricted Bequest:
I hereby give and bequeath to THE UNIVERSITY OF VERMONT AND STATE AGRICULTURAL COLLEGE FOUNDATION, INC., a non-profit corporation having an address of 411 Main Street, Burlington,
VT 05401, and organized and existing under the laws of the State of Vermont, _______________ dollars ($__________) [OR __________ percent (__________%) or all of the rest, residue, and remainder of my estate] to be used to support the general purposes of the UNIVERSITY OF VERMONT AND STATE AGRICULTURAL COLLEGE.
For a Restricted Bequest:
If you would like to create a restricted bequest (a bequest allocated to a particular area at the University of Vermont - for example, financial aid or faculty support), we encourage you to speak with the Office of Gift Planning so that we can discuss the parameters of your desired gift, and how it matches UVM’s needs. This conversation will help ensure that your wishes can ultimately be honored and fulfilled by the University.
Bequests through a Retirement Account or Life Insurance Policy
Should you wish to designate the UVM Foundation as a beneficiary of your retirement account or life insurance policy, please note the legal name of the UVM Foundation below as well as its Federal Tax Identification Number. Should you wish to restrict your gift to a particular purpose or area at UVM, please contact the Office of Gift Planning for assistance.
The University of Vermont and State Agricultural College Foundation, Inc.
Federal Tax ID #: 45-1556038
The UVM Foundation
Office of Gift Planning
411 Main Street
Burlington, VT 05401
The University of Vermont Foundation does not provide legal or tax advice.
Please seek your own legal and tax advice in connection with gift and planning matters.