Planned Giving: Sample Bequest Language

Suggested Legal Bequest Language:

"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 or augment 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 UC Master Gardener Program of the University of California Division of Agriculture and Natural Resources.

 

The corpus of the (Name of Donor(s)) Fund will be administered by The Regents of the University of California for the sole benefit of the UC Master Gardener 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 this gift does not meet the minimum required to establish an endowed fund, it may be used for a purpose that aligns with my intentions. If, at any time in the judgment of the Vice President of the Division of Agriculture and Natural Resources of the University of California, 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 of the Division of Agriculture and Natural Resources of the University of California 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: 94-6036494"

Questions? Contact
Mary Ciricillo
Director of Development
UC Agriculture and Natural Resources
mciricillo@ucanr.edu
(530) 219-1085