Sample Gift Language for your Will or Revocable Living Trust

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Sample Gift Language for your Will or Revocable Living Trust

A gift to University of San Francisco in your will or revocable trust enables you to support our mission and make a difference in the lives of future generations. A bequest:

  • is easy to arrange.
  • will not alter your current lifestyle in any way.
  • can be easily modified to address your changing needs.

Residual Gift Language

A residual bequest comes to us after your estate expenses and specific bequests are paid:

I give the (remainder, dollar, or percentage) of my estate to the University of San Francisco, a California nonprofit corporation, 2130 Fulton Street, San Francisco, California 94117, to further the objectives and purposes of the university (or specify the school or program at USF). Tax ID #: 94-1156628.

Specific Gift Language

Naming University of San Francisco as a beneficiary of a specific amount from your estate is easy:

I give the sum of $____(or asset) to the University of San Francisco, a California nonprofit corporation, 2130 Fulton Street, San Francisco, California 94117, to further the objectives and purposes of the university (or specify the school or program at USF). Tax ID #: 94-1156628.

Retirement Plan Beneficiary Language

You may name University of San Francisco (Tax ID #94-1156628) as a beneficiary of your IRA or other qualified retirement benefits. Donors should consult with their tax advisor regarding the tax benefits of such gifts.

Naming University of San Francisco as the beneficiary of a qualified retirement plan asset such as a 401(k), 403(b), IRA, Keogh or profit-sharing pension plan will accomplish a charitable goal while realizing significant tax savings. It can be costly to pass such assets on to heirs because of heavy tax consequences. By naming University of San Francisco as a beneficiary of a retirement plan, the donor maintains complete control over the asset while living, but at the donor's death the plan passes to support University of San Francisco free of both estate and income taxes.

Making a charitable gift from your retirement plan is easy and should not cost you any attorney fees. Simply request a change-of-beneficiary form from your plan administrator. When you have finished, please return the form to your plan administrator and notify University of San Francisco. We can also assist you with the proper language for your beneficiary designation to University of San Francisco.

Customized Language

If you or your attorney would like University of San Francisco to provide you with customized beneficiary language that is specific to your goal and interest, please contact us.

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The material presented on this Planned Giving website is not offered as legal or tax advice.
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The material presented on this Planned Giving website is not offered as legal or tax advice.
Read full disclaimer|Sitemap|Planned Giving Content © 2018 PlannedGiving.com

We provide this information to illustrate the potential financial benefits of supporting USF. These illustrations should not be viewed as legal, accounting or other professional advice. We encourage our alumni and friends to consult with their own legal and tax advisors before completing a gift.

Office of Gift Planning

M—F, 8:30 a.m.—5 p.m. PST

415-422-​4163 giftplanning.usfca.edu 2130 Fulton Street
Lone Mountain Rossi,
3rd Floor
San Francisco, CA 94117-1080