Planned Giving

Remember us in your will or trust

Sample Bequest Language
Let us know about your plans
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What are the benefits of making a bequest?

  1. You will leave a lasting legacy that will be remembered.
  2. It costs you nothing now, and you retain control of your assets throughout your lifetime.
  3. You may lessen taxes you pay in your estate.

How do I make a bequest?

A bequest is one of the easiest gifts to make. With the help of our team and your advisors, you can include language in your will or trust specifying a gift to the University of Dayton as a part of your estate plan.


How can I learn more?


How do I get started?


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Charitable Bequest

A charitable bequest is one of the easiest and most flexible ways that you can leave a gift to University of Dayton that will make a lasting impact.

Flowchart: Donor leaves property through will or trust to family and UD.

Benefits of a bequest

  • Receive an estate tax charitable deduction
  • Reduce the burden of taxes on your family
  • Leave a lasting legacy to charity

How a bequest works

A bequest is one of the easiest gifts to make. With the help of an attorney, you can include language in your will or trust specifying a gift to be made to family, friends or University of Dayton as part of your estate plan, or you can make a bequest using a beneficiary designation form.

Here are some of the ways to leave a bequest to University of Dayton

A bequest may be made in several ways

  • Percentage bequest - make a gift of a percentage of your estate
  • Specific bequest - make a gift of a specific dollar amount or a specific asset
  • Residual bequest - make a gift from the balance or residue of your estate
Sample bequest language

Contact us

If you have any questions about leaving a bequest to us, please contact us. We would be happy to assist you. If you have been so generous as to include a bequest to University of Dayton as part of your estate plan, please take the time to let us know. We would like to recognize you and your family for your generosity.

Additional Information

The method used to make a bequest will depend on the kind of gift you choose to leave to University of Dayton.

Bequests of real estate, personal property, business interests and cash are typically made by way of a will, revocable trust or even a simple codicil to your current estate plan. Your estate-planning attorney can assist you in preparing the necessary papers for you to complete the bequest.

Other bequests, such as those involving retirement assets, insurance policies, bank accounts and stocks and bonds, are typically made by completing the appropriate beneficiary designation form. Simply contact your retirement plan administrator, life insurance company, bank or investment broker and ask them to send you the appropriate "beneficiary designation" or "payable on death" form. To complete your bequest, you will need to complete and sign the form and then send it back to the person who originally sent the form to you.

The last step in leaving any bequest involves the transfer to charity. When you pass away, the bequest property will be transferred to University of Dayton. The full value of this gift will be transferred tax-free and your estate will receive an estate tax charitable deduction.

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CONTACT

University Advancement

1700 South Patterson
Building 5th Floor
300 College Park
Dayton, Ohio 45469 - 7053
937-229-4484
Email
Gifts Through My Will or Trust