Bequest
(Sample language)

• Unrestricted Gift: A gift that can be used where need is greatest
  I give to The University of Connecticut Foundation, Inc., a non-profit Connecticut corporation with its principal offices in Storrs, Connecticut (Federal Tax I.D. #06-6070722); the sum of $_______* for its general purposes.
• Gift for a Specific Purpose: A gift that is to be used for a specific purpose
  I give to The University of Connecticut Foundation, a non-profit 501(c)(3) Corporation, headquartered in Storrs, Connecticut, the sum of $_______* to be used for [state purpose].
• Perpetual Endowment Fund: A gift that lasts in perpetuity
  I give to The University of Connecticut Foundation, Inc., a non-profit 501(c)(3) Corporation, headquartered in Storrs, Connecticut, the sum of $_______*, to be used as a permanent endowment, the annual distribution from which, in accordance with the endowment policies in effect from time to time at The University of Connecticut Foundation, Inc., shall be used for its general purposes (or describe the specific purpose, if desired).
  (When considering an endowment fund for a specific purpose, it is best to contact the Foundation, using the information below, to discuss the establishment of a written agreement that will ensure that your wishes will be carried out.)
• 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 The University of Connecticut Foundation, Inc., a non-profit 501(c)(3) Corporation, headquartered in Storrs, 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 The University of Connecticut Foundation, Inc., a non-profit 501(c)(3) Corporation, headquartered in Storrs, Connecticut, all of the rest, residue, and remainder of my estate, to be used for its general purposes.
• Safety Language: Language added whenever a gift is restricted
  In the event the purposes of any restriction in this provision become obsolete, inappropriate, or impracticable, as determined by the Board of Directors of The University of Connecticut Foundation, Inc., in consultation with the University of Connecticut, such Board of Directors shall designate an alternative fund use without court approval, which shall follow as closely as reasonably practicable the intent of the testator as set forth in this document, while maintaining the identity of the fund.

* 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.

Hal C. Reed, JD, CFRE
Assistant Vice President for Planned Giving
The University of Connecticut Foundation, Inc.
Storrs, CT 06269-3206
Telephone: 860.486.6135
Toll-free: 800.269.9965, Extension 6135
Facsimile: 860.486.1615
E-Mail: hreed@foundation.uconn.edu