Bequest Language

Forms of Bequest

The following are examples of the type of simple language that may be used in your Will to make a bequest to Valparaiso University. They are intended only as examples and must be tailored by your attorney to meet your specific needs and desires. The most important point is to refer to the University as "The Lutheran University Association, Inc. d/b/a Valparaiso University, a non-profit corporation existing under the laws of the state of Indiana and located in the city of Valparaiso, Indiana." Valparaiso University’s Federal tax identification number is 35-0868125.

UNDESIGNATED BEQUEST: I give, devise and bequeath to The Lutheran University Association, Inc. d/b/a Valparaiso University, a non-profit corporation existing under the laws of the state of Indiana and located in the city of Valparaiso, Indiana, ____________ (fill in a percentage of your estate, a certain sum of dollars or a description of particular property), to be used as its Board of Directors determines to be its area of greatest need.

DESIGNATED BEQUEST (for scholarship endowment): I give, devise and bequeath to The Lutheran University Association, Inc. d/b/a Valparaiso University, a non-profit corporation existing under the laws of the state of Indiana and located in the city of Valparaiso, Indiana, ____________ (fill in a percentage of your estate or a certain sum of dollars). I further direct that it shall be placed in Valparaiso University’s endowment to be used for scholarship aid pursuant to The (Name) Endowed Scholarship as set forth by a Gift Agreement executed between me and Valparaiso University and which is incorporated by reference into this document.

DESIGNATED BEQUEST (for other specific purpose): I give, devise and bequeath to The Lutheran University Association, Inc. d/b/a Valparaiso University, a non-profit corporation existing under the laws of the state of Indiana and located in the city of Valparaiso, Indiana, ____________ (fill in a percentage of your estate or a certain sum of dollars). I further direct that it shall be used for ________________________________ (fill in specific use) as set forth by a Gift Agreement executed between me and Valparaiso University and which is incorporated by reference into this document.

RESIDUAL BEQUEST: All the rest, residue and remainder of my estate, both real and personal, wherever located, I give, devise and bequeath to The Lutheran University Association, Inc. d/b/a Valparaiso University, a non-profit corporation existing under the laws of the state of Indiana and located in the city of Valparaiso, Indiana.

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