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Bequest Language

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Sample Bequest Language for Brandeis University

  1. I give and bequeath to Brandeis University, Waltham, Massachusetts, the sum of $_____________.

  2. I give and bequeath to Brandeis University, Waltham, Massachusetts, ___________ percent of my residuary estate.

  3. I give and bequeath to Brandeis University, Waltham, Massachusetts, the sum of $_____________ to be used to provide scholarship assistance to students.

  4. I give and bequeath to Brandeis University, Waltham, Massachusetts, the sum of $_____________ to be applied as I may request in accordance with the terms of the most recent written directive that I may submit to the University, provided that the directive is otherwise consistent with Brandeis policies and procedures then in effect and, if no such directive exists, to be used as directed by Brandeis senior leadership.

 

To Establish an Endowed Scholarship Fund (Minimum of $200,000)

    "I give to Brandeis University, in Waltham, Massachusetts, the sum of $_____________________ (or _________________ percent of the remainder of my estate) to establish a permanently endowed scholarship fund to be known as the _________________________ Scholarship Fund. Expendable earnings from this Fund, as determined under applicable Brandeis University policy, shall be used to provide scholarships for deserving students at the University then qualifying for financial assistance. The Fund shall be administered by the University. If it ever becomes impossible, impracticable, or inadvisable to administer the Fund in exactly the manner set forth herein, or if this gift is of a value that is less than the minimum funding level for a named endowed scholarship fund pursuant to Brandeis’ policies in effect at the time the gift is received, Brandeis may administer the Fund or use this gift for other appropriate purposes giving due consideration to my preference to provide financial aid for deserving students.

     

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