Bequest Language
Below is sample language that may be included in a will, codicil, or living trust.
1. Unrestricted Bequest
I give, devise and bequeath to The University of North Carolina at Chapel Hill Foundation, Inc. (EIN: 59-1711424), located in Chapel Hill, North Carolina, the sum of $________________ [or ___ percent ( ___% ) of my residual estate; or the following property ____________________________; or all the remainder of my estate] to provide unrestricted support as determined by the Foundation Board.
2. Support of Existing Fund
I give, devise and bequeath to The University of North Carolina at Chapel Hill Foundation, Inc. (EIN: 59-1711424), located in Chapel Hill, North Carolina, the sum of $____________________
[or _______ percent ( _____ %) of my residual estate; or the following property_____________________; or all the remainder of my estate] to provide additional support for the ______________________Fund [UNC Fund ID _________________ ] at __________________________________________________________ (program, school or unit).
3. Reference to Letter of Intent
If you are considering a bequest but would like to ensure that your future gift will be used for either specific or multiple purposes, please let us know. We would be happy to work with you and your attorney to help you identify ways to give and meet your charitable objectives, ensuring your gift is used exactly as it is intended when it is received. Please contact the Office of Gift Planning for assistance with crafting a Letter of Intent that aligns with your goals.
Please contact us if you have any questions about how to make a bequest to The University of North Carolina at Chapel Hill.
If you have already included a bequest for The University of North Carolina at Chapel Hill in your estate plan, please let us know. We would like to thank you and recognize you for your gift.
