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Sample bequest language

The following are examples of three outright gift provisions. The sample language illustrates how a bequest or a gift through a living trust can be accomplished, and is intended to be used for educational purposes rather than as advice. We encourage donors to share this information with their legal counsel, and recommend that anyone undertaking estate planning do so with the consultation of an attorney. For more specific endowment language, please call UCLA Office of Gift Planning at 310-794-2334.

Specific Bequest to The UCLA Foundation
A specific bequest gives a specific item or specific piece of property to The UCLA Foundation. Such bequests are fulfilled first, before cash and residuary bequests. If the donor disposes of the specified property during his or her lifetime, there will be no bequest to The UCLA Foundation.

"I give ________________ (describe asset) to The UCLA Foundation, a California non-profit corporation, 10920 Wilshire Boulevard, Los Angeles, California 90024-6516, to further the objectives and purposes of UCLA (or specify the College, or a School, Division or Department at UCLA)."

Cash Bequest to The UCLA Foundation
A cash bequest provides The UCLA Foundation with a specified sum of money from a donor's estate. These bequests are fulfilled second, after specific and before residuary bequests.

"I give _____ Dollars ($_____) to The UCLA Foundation, a California non-profit corporation, 10920 Wilshire Boulevard, Los Angeles, California 90024-6516 to further the objectives and purposes of UCLA (or specify the College, or a School, Division or Department at UCLA)."

Residuary Bequest to The UCLA Foundation
A residuary bequest is made from the residue, or what remains in a donor's estate after specific and cash bequests, taxes, settlement costs and debts are satisfied. This type of bequest is sensitive to changes in the size of the estate over time.

"I give the residue (or _____ percent of the residue) of my estate to The UCLA Foundation, a California non-profit corporation, 10920 Wilshire Boulevard Suite 1400, Los Angeles, California 90024, to further the objectives and purposes of UCLA (or specify the College, or a School, Division or Department at UCLA). "

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