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Example Bequest Language

The following includes several examples of suggested bequest wording to benefit Holy Names University. Each individual situation is unique and, therefore, these examples include only some of the possible gift opportunities. We encourage you to share your final will provision with the University's Office for University Advancement to ensure that your wishes will be properly followed and recognized.

To assist you with your plans, the Office for University Advancement can provide sample language for the program or area you wish to support. This confidential service is available to you without obligation.

To request specialized language for a will or trust, please contact Sister Carol Sellman at the University at 510-436-1265 or by email at Sellman@hnu.edu.

Following are examples of language to use in a will:

Percentage of Estate - For unrestricted purposes

I hereby give, devise and bequeath to Holy Names University in Oakland, California, _____ 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 - For specific purposes

I hereby give, devise and bequeath to Holy Names University in Oakland, California, _____percent (%) of the rest, residue and remainder of my estate to form an endowment fund for ____________________________________________.

This fund shall be a permanent endowment 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 University.

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

Specific Amount - For unrestricted purpose

I hereby give, devise and bequeath to Holy Names University in Oakland, California, the sum of _______ dollars ($) as an unrestricted gift to be used in the area of greatest need at the time the gift is received.

Specific Amount - For a specific purpose

I hereby give, devise and bequeath to Holy Names University in Oakland, California, the sum of __________ dollars ($ ) to be used for _____________________________at Holy Names University.

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.
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