Bequest Language

Suggested Language for Bequest Provisions

This suggested language is applicable only to an expendable unrestricted bequest. This language is intended to provide examples, not as legal advice. The University recommends that you seek legal counsel regarding your personal circumstances, your wishes for your estate and the preparation of necessary documents.

1. Specific bequest
"I give and devise to the Regents of the University of Michigan, a Michigan constitutional corporation having the control and management of the University of Michigan,
[Select one of the following clauses, either (a) or (b)]:

a) the sum of _______________, [or]
b) the following property:________________,

[Select one of the following clauses, either (i) or (ii)]:

i) to be used for the benefit of the [name of school, college or University unit] for the following purpose:_________________________. [or]
ii) to be used for University purposes determined in the Regents' discretion. "

2. Residual bequest
"All (or ____%) of the residue of my estate, I give and devise to the Regents of the University of Michigan, a Michigan constitutional corporation having the control and management of the University of Michigan,
[Select one of the following clauses, either (i) or (ii)]:

i) to be used for the benefit of the [name of school, college or University unit] for the following purpose:____________________________. [or]
ii) to be used for University purposes determined in the Regents' discretion."

 

Specific suggested bequest language for an endowment or a particular purpose can be prepared for you by contacting 1-866-233-6661 or e-mailing giving2@umich.edu.

Office of Planned Giving
University of Michigan Office of University Development
734-615-2022 • toll free 866-233-6661 • Contact Us
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