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Bequest intention form

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Bequest
(Sample language)

  • Unrestricted Gift: A gift that can be used where need is greatest
    I give to Yale University, in New Haven, Connecticut the sum of $_______* for its general purposes.
  • Gift for a Specific Purpose: A gift that is to be used for a purpose you designate
    I give to Yale University, in New Haven, Connecticut the sum of $_______* to be used for [state purpose].
  • Perpetual Endowment Fund: A gift that lasts in perpetuity
    I give to Yale University, in New Haven, Connecticut the sum of $_______*, to be used as a permanent endowment, the income only from which shall be used for its general purposes (or describe the specific purpose, if desired).
  • Residuary Bequest: Leaves any remainder after all other bequests have been paid
    All the rest, residue, and remainder of my estate, both real and personal, I give to Yale University, in New Haven, Connecticut for its general purposes.
  • Contingency Gift: Takes effect only if a primary intention can’t be met.
    If (name of beneficiary) does not survive me, or shall die during the administration of my estate, or as a result of a common disaster, then I give to Yale University, in New Haven, Connecticut all of the rest, residue, and remainder of my estate, to be used for its benefit.
  • Language to include with restricted gifts
    If at any time in the judgment of the Yale Corporation it is impossible or impracticable to carry out exactly the designated purpose, the Yale Corporation shall determine an alternative purpose as near as possible to the designated purpose.


* Rather than leaving a sum certain, you can include language that refers to a percentage of your estate or a description of the property you wish to give.

For more information

Email us, complete the personal illustration form, or call us at 1 (800) 445-6086 so that we can assist you through every step of the process.