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Sample Bequest Language

1. To Be Used for Unrestricted Gifts

"I give, devise, and bequeath (insert dollar amount or percent of estate) to the California State University, Stanislaus, Foundation, Inc., a not-for-profit corporation organized and existing under the laws of the State of California and having an office at Turlock, California or its successor organization. Said Foundation is the legal entity designated by California State University, Stanislaus to receive, on its behalf, charitable gifts for the support of its mission. It is exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code and contributions to it are deductible under the provisions of federal income, gift and estate tax laws."

2. To Be Used When Restricting Gift to Specific Program

"I give, devise and bequeath (insert dollar amount or percent of estate) to the California State University Stanislaus, Foundation, Inc., a not-for-profit corporation organized and existing under the laws of the State of California and having an office at Turlock, California or its successor organization. Said Foundation is the legal entity designated by California State University, Stanislaus to receive, on its behalf, charitable gifts for the support of its mission. It is exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code and contributions to it are deductible under the provisions of federal income, gift and estate tax laws.

This bequest is designated for the ____________________________ Program at California State University, Stanislaus."

3. To Be Used for Special Endowed Funds

"I give, devise and bequeath (insert dollar amount or percent of estate) to the California State University, Stanislaus Foundation, Inc., a not-for-profit corporation organized and existing under the laws of the State of California and having an office at Turlock, California or its successor organization. Said Foundation is the legal entity designated by California State University, Stanislaus to receive, on its behalf, charitable gifts for the support of its academic mission. It is exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code and contributions to it are deductible under the provisions of federal income, gift and estate tax laws.

This bequest is designated for the creation of the (__Insert Donor's Chosen Name ) Endowed Fund. The annual endowment payout shall be used to establish the _______________ and shall be administered in accordance with the Gift Agreement on file with the Office of the Vice President for University Advancement of California State University, Stanislaus."
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