For Unrestricted Gifts

“I give and bequeath to the University of Montevallo Foundation the sum of __________ dollars” or “I give and bequeath to The University of Montevallo Foundation the following assets_________...”

OR

“I give and bequeath to the University of Montevallo Foundation_____% of my estate.”

For Restricted Gifts

“I give and bequeath to the University of Montevallo Foundation the sum of _______ dollars (or some other asset) to use for _____________” (state your purpose here, such as scholarship, library, campus beautification, specific department, etc.)

OR

“I give and bequeath to the University of Montevallo Foundation_____% of my estate to be used for __________.”

For Residuary Estate Gifts

“After payment of the above-mentioned specific devises and bequests, I give, devise and bequeath to The University of Montevallo Foundation all the rest, residue and remainder of my estate, wherever situated.”

The information contained on this web page is not intended as legal or tax advice. Donors should, therefore, consult with their personal advisors for such advice.

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