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SAMPLE BEQUEST LANGUAGE

Outright gift of specific property, personal property or percent of estate

"I give and devise (__________), without reduction for any tax occasioned by my death, to Trustees of Boston University, a Massachusetts non-profit corporation having a principal place of business in Boston, Massachusetts, to be used or disposed of as the University (or School/College) in its sole discretion deems appropriate."

Gift of a share or residue of estate

"I devise and bequeath [(all) OR (______percent) of the remainder of my property, without reduction for any tax occasioned by my death, to Trustees of Boston University, a Massachusetts non-profit corporation having a principal place of business in Boston, Massachusetts, to be used or disposed of as the University (or School/College) in its sole discretion deems appropriate."

Conditional Gift

"If my husband (wife) does not survive me, I give the sum of $ ______, without reduction for any tax occasioned by my death to Trustees of Boston University, a Massachusetts non-profit corporation having a principal place of business in Boston, Massachusetts, to be used or disposed of as the University (or School/College) in its sole discretion deems appropriate."

Please note that you can indicate a preference for a particular BU school or college in your bequest.

Tax I.D. Number: #04-2103547

This information is not intended to be legal or tax advice. Please consult your advisor(s) if you are considering this type of gift.



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The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results.