Introduction | Sample Language | Unrestricted Bequests | Restricted Bequests

Introduction

With the assistance of your legal advisor, you can establish a bequest by will or through a living trust to be directed to the University.

Simply name the Humboldt State University Foundation as the beneficiary. The Foundation was established to receive contributions for Humboldt State University. If you have already prepared a will, your attorney can help you add a statement, called a codicil, to include the Humboldt State University Foundation.

You may make a bequest for a specific dollar amount or for a percentage of your estate. One advantage of a planned gift is that you may minimize or eliminate estate taxes. A bequest can represent your personal interests. For example -- you might endow a professorship, a scholarship, faculty research, or a visiting lectureship. You may choose to make your gift to a particular academic department or program, or allow the University to use it where the need is greatest.

Sample Language for Bequests

The following language may be helpful in planning a bequest to Humboldt State. For more detailed information on sample bequest language, please contact the Director of Planned and Special Gifts at (707) 826-5101.

Unrestricted Bequests

I give (describe a dollar amount, property to be given, or proportion of residuary estate) to the Humboldt State University Foundation, a nonprofit California Corporation with its principal offices in Arcata, California, in the County of Humboldt, to be used for the benefit of the University in such a manner as the Humboldt State University Foundation Board of Directors may elect.

Restricted Bequests

I give (describe a dollar amount, property to be given, or proportion of residuary estate) to the Humboldt State University Foundation, a nonprofit California Corporation with its principal offices in Arcata, California, in the County of Humboldt, for the purpose of establishing the following restricted purpose (indicate purpose).

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