Example Bequest Language

The following includes several examples of suggested bequest wording to benefit the University of Wisconsin-Madison through the UW Foundation. The Foundation, an independent, nonprofit, tax-exempt corporation founded in 1945, raises, invests and distributes gifts on behalf of the University.

Each individual situation is unique and, therefore, these examples include only some of the possible gift opportunities. We encourage you to share your final will provision with the Foundation’s Office of Gift Planning to ensure that your wishes will be properly followed and recognized.

To assist you with your plans, the Office of Gift Planning can provide sample language for the program or area you wish to support. This confidential service is available to you without obligation.

To request specialized language for a will or trust, please contact Scott McKinney at the Foundation at 608-262-6241 or 1-800-443-6162.

Percentage of Estate- For unrestricted purposes

I hereby give, devise and bequeath to the University of Wisconsin Foundation, a nonprofit, non-stock Wisconsin corporation with its principal office in Madison, Wisconsin, _____ percent (%) of the rest, residue and remainder of my estate as an unrestricted gift to be used in the area of greatest need at the time the gift is received.

I may choose at a later date to enter into a separate agreement between myself and the Foundation related to the use of this gift and would request that the Foundation and the University utilize the gift in accordance with the terms of that agreement.

Percentage of Estate- For a specific purpose

I hereby give, devise and bequeath to the University of Wisconsin Foundation, a nonprofit, non-stock Wisconsin corporation with its principal office in Madison, Wisconsin, _____percent ( %) of the rest, residue and remainder of my estate to be used for _______________ at the University of Wisconsin-Madison. It is understood and agreed that should the purpose for which this bequest is instituted cease to exist, then the Foundation may devote said bequest for such other uses and purposes as it determines to be in accordance with my original intent in making this gift.

Specific Amount- For unrestricted purposes

I hereby give, devise and bequeath to the University of Wisconsin Foundation, a nonprofit, non-stock Wisconsin corporation with its principal office in Madison, Wisconsin, the sum of _______ dollars ($ ) as an unrestricted gift to be used in the area of greatest need at the time the gift is received.

I may choose at a later date to enter into a separate agreement between myself and the Foundation related to the use of this gift and would request that the Foundation and the University utilize the gift in accordance with the terms of that agreement.

Specific Amount- For a specific purpose

I hereby give, devise and bequeath to the University of Wisconsin Foundation, a nonprofit, non-stock Wisconsin corporation with its principal offices in Madison, Wisconsin, the sum of __________ dollars ($ ) to be used for _____________________________at the University of Wisconsin-Madison.

It is understood and agreed that should the purpose for which this bequest is instituted cease to exist, then the Foundation may devote said bequest for such other uses and purposes as it determines to be in accordance with my original intent in making this gift.