Sample Bequest Language
A bequest to UCSF made through a provision in your will or revocable trust:
- Is easy to arrange.
- Will not alter your current lifestyle in any way.
- Can be easily modified to address your changing needs.
A bequest may be:
- Designated for a particular purpose or left unrestricted.
- Used to establish or add to an existing endowed fund (only the annual payout on which may be used) or a current fund (both annual payout and principal may be used)
- Given to honor the donor or memorialize a loved one.
Specific Bequest
Naming the University of California, San Francisco Foundation as a beneficiary of a specific amount from your estate is called a specific bequest.
"I give to the University of California, San Francisco Foundation, a California nonprofit public benefit corporation, the sum of $________ to be used for such charitable purposes of the University of California, San Francisco as the Chancellor shall direct."
Residuary Bequest
A residuary bequest comes to the University after your estate expenses and specific bequests are paid. It allows you to designate UCSF as the recipient of all or a portion of the residue of your estate.
"I give to the University of California, San Francisco Foundation, a California nonprofit public benefit corporation [the residue of my estate / _____ % of the residue of my estate] to be used for such charitable purposes of the University of California, San Francisco as the Chancellor shall direct."
Contingent Bequest
A contingent bequest enables you to name UCSF as an alternate beneficiary of all or of a portion of your estate, which means UCSF will receive the bequest only if your primary beneficiary or beneficiaries do not survive you.
If ________ is not living at the time of my death, I give to the University of California, San Francisco Foundation, a California nonprofit public benefit corporation, [the sum of $________/ the residue of my estate/ ______% of the residue of my estate] to be used for such charitable purposes of the University of California, San Francisco as the Chancellor shall direct.
Making UCSF a Beneficiary of Your Retirement Assets
Making UCSF a Beneficiary of an Insurance Policy
If you or your attorney would like UCSF to provide you with customized beneficiary language that is specific to your goal and interests at UCSF, please contact us.
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