Bequest Language

pdficon_large.gif Printable Bequest Language

Recognizing Susquehanna University in Your Will

Sample Bequest Language

The following are suggested forms for bequests that may be used by a testator or lawyer when writing a bequest to Susquehanna. If you have questions or need more information, please call or write:

  Tamara Ozlanski
Director of Gift Planning
Susquehanna University
514 University Avenue
Selinsgrove, PA 17870
570-372-4618
800.353.7970
ozlanskit@susqu.edu

A Specific Legacy —

“I give and bequeath my original plays with manuscript copyrights to Susquehanna University, a nonprofit corporation, headquartered in Selinsgrove, Pennsylvania.”

The Unrestricted Gift

"I give and bequeath to Susquehanna University, a nonprofit corporation, headquartered in Selinsgrove, Pennsylvania, the sum of $__________ (or ______% of my estate; or the property described herein) for its general purposes.

Bequest for a Specific Purpose

“I give and bequeath to Susquehanna University, a nonprofit corporation, headquartered in Selinsgrove, Pennsylvania, the sum of $__________ (or ______% of my estate) to be used for (specify purpose). If in the opinion of the board of directors of Susquehanna University the income or principal cannot be used for the purposes described herein, they may use the principal or income or both for a different but related purpose which best serves the intent of this bequest.

Contact Tamara Ozlanski (ozlanskit@susqu.edu or 570-372-4618) to discuss the many ways that you can allocate your bequest. By discussing the impact you would like to have we can better ensure that your gift will be able to be used as you intend.

Legal advice is essential in drafting a will. Because a will reflects your deepest wishes, it should be carefully constructed to accomplish exactly what you desire to happen to your assets. The above information is intended, therefore, only to serve as a guideline for you and not as a substitute for professional legal counsel. We urge you to consult with your advisors to find the most appropriate way for you to remember Susquehanna in your will.

 

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