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Giving Through a Will

This is the most common form of planned giving. A gift is given by provisions made in your will designating a dollar amount or percentage of the estate to ²¤ÂÜÊÓÆµ. An advantage of a will over other planning tools is the opportunity to adjust your will as your life situation and charitable interests may change with time. Bequests to ²¤ÂÜÊÓÆµ are free from federal estate tax and the estate and inheritance taxes of most states. Bequests should be drawn and executed with an attorney's advice.

Sample bequest language:

Giving a specific dollar amount: "I hereby give to ²¤ÂÜÊÓÆµ, located in York, Nebraska, the sum of $________."

Giving a set percentage of your estate: "I hereby give ____% of my estate (or "my Trust assets" if using a Living Trust) to ²¤ÂÜÊÓÆµ, located in York, Nebraska."

Bequest with ²¤ÂÜÊÓÆµ as contingent beneficiary: "In the event any of my above-named beneficiaries have not survived me, I hereby direct their shares to be distributed to ²¤ÂÜÊÓÆµ, located in York, Nebraska."

Questions? Contact the Advancement Office.


develop@york.edu
402-363-5664