Language for Wills & Trusts

Cash, securities, real estate or personal property can be conveyed to UW-Green Bay through a simple and inexpensive amendment to your will. Please keep in mind that tax laws and your own needs may change. You should always consult with your own attorney, accountant or advisors for the legal and tax implications before making a major charitable contribution.

Sample language is as follows:

Specific Amount, Unrestricted Purpose

I hereby give, devise and bequeath to the University of Wisconsin-Green Bay Foundation, for the benefit of UW-Green Bay, the sum of $_________ as an unrestricted gift to be used in the area of greatest need at the time the gift is received.

Specific Amount, Specific Purpose

I hereby give, devise and bequest to the University of Wisconsin-Green Bay Foundation, for the benefit of UW-Green Bay, the sum of $________ to be used for ______________.

It is understood and agreed that should the purpose for which this bequest is instituted cease to exist, then the University may devote said bequest for such other uses and purposes as it determines to be in accordance with my original intent in making this gift.

Percentage Of Estate, Unrestricted Purpose

I hereby give, devise and bequeath to the University of Wisconsin-Green Bay Foundation, for the benefit of UW-Green Bay, ________ percent of the rest, residue and remainder of my estate as an unrestricted gift to be used in the area of greatest need at the time the gift is received.

Percentage Of Estate, Specific Purpose

I hereby give, devise and bequeath to the University of Wisconsin-Green Bay Foundation, for the benefit of UW-Green Bay, ________ percent of the rest, residue and remainder of my estate to form an endowment fund for _______________. This fund shall be a permanent fund and shall be known as the ____________________________ fund. All distributions from the Fund shall be described as having been made available by this Fund.

Additional contributions to said Fund, whether by gift, bequest or devise, may be accepted at any time with the approval of the Foundation.

It is understood and agreed that should the purpose for which this bequest is instituted cease to exist, then the University may devote said bequest for such other uses and purposes as it determines to be in accordance with my original intent in making this gift.

For more information, please contact:

Dan Spielmann
Special Assistant to the Chancellor
Phone: 920.465.2074
E-mail: spielmad@uwgb.edu

Cofrin Library, Suite 805
University of Wisconsin-Green Bay
2420 Nicolet Drive
Green Bay, WI 54311-7001