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 in your will or trust?

  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.

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

How a gift in your will/trust works:

A gift in your will or trust 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.

A bequest may be made in several ways

  • Residual (percentage) bequest - make a gift from the balance or residue of your will or trust.
  • Specific bequest - make a gift of a specific dollar amount or a specific asset in your will or trust.
  • Real estate bequest - You may be able to make a gift of a piece of real estate to UD in your will or trust. However, these gifts can be more complex than other types of gifts, so please contact us so that we can assess whether UD will be able to appropriately use the gift.

How can I learn more?


How do I get started?


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Charitable Bequest

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

Contact us

If you have any questions about leaving a gift to UD in your will or trust, please contact us. We would be happy to assist you. If you have been so generous as to include a bequest to UUniversity 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.

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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