You — as the donor, testator, or settlor — can ensure your charitable intentions will be carried out by crafting provisions with the level of specificity or flexibility you want in your will, trust, or other estate gift instrument:
- You can define the purpose in a separate agreement with UVM Foundation.
- You can define the purpose in your estate or trust documents.
- You can allow UVM to define the purpose when funds are received by UVM.
- You can allow your executor, trustee or family member to define the purpose.
Here is sample language to add UVM as a beneficiary to any of your estate plans: