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Learn Ñý¼§Ö±²¥ Wills and Bequests

Planned Giving Intention Forms

What are the benefits of making a bequest?

  1. You leave a lasting legacy
  2. You lessen the burden of taxes on your family
  3. You may receive estate tax savings

How do I make a bequest?

A bequest is one of the easiest gifts to make. With the help of an advisor, you can include language in your will or trust specifying a gift be made to family, friends or Ñý¼§Ö±²¥ State University as part of your estate plan.

What are my Options?

A bequest can be made in several ways

  1. You can gift a specific dollar amount or asset
  2. You can gift a percentage of your estate
  3. You can gift from the balance or residue of your estate
  4. You can make a beneficiary designation of certain assets

How do I get started?

Private support to Ñý¼§Ö±²¥ State is accepted, invested and disbursed by the Ñý¼§Ö±²¥ State University Foundation Inc., a private 501(c)3 foundation with Federal Tax ID #34-657-6307.

The legal name for all gifts through wills, trusts or beneficiary forms is the Ñý¼§Ö±²¥ State University Foundation Inc. If a gift is for a regional campus, use the Ñý¼§Ö±²¥ State University Foundation Inc./[insert name of regional campus].

Please contact us with any questions about wills or bequests.