Bequest Language
Including Utah Valley University in your will or estate plan is a powerful way to make a lasting impact, one that reflects your values and helps future generations thrive. Your bequest ensures that UVU continues to provide accessible, high-quality education and transform lives for years to come.
And the best part? You can continue to use your assets during your lifetime, knowing that your future gift will help shape UVU's future.
Leave a Legacy That Builds Futures and Inspires Generations
Including UVU in your will is a meaningful way to invest in the future of education and opportunity. Here's language you can use to make a bequest that keeps giving long after you're gone.
1. Specific Bequest
If you are considering making an outright bequest to Utah Valley University, we recommend the following language:
Bequest of a Specific Dollar Amount
I hereby give, devise and bequeath _________ and No/100 dollars ($DOLLARS) to Utah Valley University, a nonprofit organization located at 800 West University Parkway, Orem, UT 84058, Federal Tax ID #_______________, for Utah Valley University's general use and purpose.
Bequest of Specific Personal Property
I hereby give, devise and bequeath DESCRIPTION OF PROPERTY to Utah Valley University, a nonprofit organization located at 800 West University Parkway, Orem, UT 84058, Federal Tax ID #_______________, for Utah Valley University's general use and purpose.
Bequest of Specific Real Estate
I hereby give, devise and bequeath all of the right, title and interest in and to the real estate located at ADDRESS OR DESCRIPTION OF PROPERTY to Utah Valley University, a nonprofit organization located at 800 West University Parkway, Orem, UT 84058, Federal Tax ID #_______________, for Utah Valley University's general use and purpose.
2. Percentage Bequest
If you are considering making a bequest of a percentage of your estate to Utah Valley University, we recommend the following language:
I hereby give, devise and bequeath ____ percent (___%) of my total estate, determined as of the date of my death, to Utah Valley University, a nonprofit organization located at 800 West University Parkway, Orem, UT 84058, Federal Tax ID #_______________, for Utah Valley University's general use and purpose.
3. Residual Bequest
I hereby give, devise and bequeath to Utah Valley University, a nonprofit organization located at 800 West University Parkway, Orem, UT 84058, Federal Tax ID #_______________, ALL OR A PERCENTAGE of the rest, residue and remainder of my estate to be used for Utah Valley University's general use and purpose.
4. Contingent Bequest
If (primary beneficiary) does not survive me, then I hereby give, devise and bequeath to Utah Valley University, a nonprofit organization located at 800 West University Parkway, Orem, UT 84058, Federal Tax ID #_______________, DESCRIPTION OF PROPERTY to be used for Utah Valley University's general use and purpose.
5. Restricted Bequests
If you are considering a bequest and want to ensure your gift supports a specific area of campus, please contact us. We are happy to collaborate with you and your attorney to explore giving options that align with your philanthropic goals. We can also help craft language that clearly reflects your intentions and ensure appropriate documentation is in place to properly steward your gift once it is received.
If you are planning a restricted bequest, we recommend including the following provision to allow Utah Valley University flexibility in the future, should it become impossible to use your gift exactly as intended:
Although Utah Valley University Foundation Inc. anticipates all gifts to be used according to the Donors' intent, if it becomes impossible or impractical to satisfy the original intent of this agreement, an alternative application for the Fund consistent with the wishes of the Donor(s) shall be determined by the Foundation. For this reason, Utah Valley University Foundation Inc. reserves the right in such a case to modify the terms of the gift so that the funds may be used in a manner which closely resembles the Donors' intent and keeps the name of the Donor(s), if appropriate, associated with the gift. The Donor(s) and Utah Valley University Foundation Inc. acknowledge that the gift principal or corpus of the pledge payment(s) or any income thereon are irrevocable and may not be transferred or revert to the Donor(s), to their heirs or successors, or to assigns of the Donor(s).
Contact us
Please contact us if you have any questions about how to make a bequest to Utah Valley University or to request any additional information that might be helpful to you and your attorney as you consider making a bequest to us. If you have included a bequest for Utah Valley University in your estate plan, please contact us to let us know. We would like to thank you and recognize you for your gift.
