Skip to main content
Text Resize

Bequest Language

Specimen Bequest Clauses
The University of Oklahoma Foundation, Inc.
The University of Oklahoma Office of Development

Unrestricted General Legacy

I hereby give, devise, and bequeath to the University of Oklahoma Foundation, Inc., 100 Timberdell Road, Norman, Oklahoma 73019, the sum of $__________ for its general purposes.

Gift for Specific Purpose

I hereby give, devise, and bequeath to the University of Oklahoma Foundation, Inc., 100 Timberdell Road, Norman, Oklahoma 73019, the sum of $__________ for Scholarships for students in the College of (list your College).

Specific Legacy

I hereby give, devise, and bequeath to the University of Oklahoma Foundation, Inc., 100 Timberdell Road, Norman, Oklahoma 73019, my home at 123 E. Main Street, Norman, Oklahoma.

Gift of Residuary Estate

I hereby give, devise, and bequeath to the University of Oklahoma Foundation, Inc., 100 Timberdell Road, Norman, Oklahoma 73019, the residue of the property owned by me at my death, real and personal and wherever situate.

Contingent Gift of Residuary Estate

I hereby give, devise, and bequeath the residue of my property owned by me at my death, real and personal, wherever situate, to my wife, ____________________ if she survives me. If my wife does not survive me, I hereby give, devise, and bequeath my residuary estate to the University of Oklahoma Foundation, Inc., 100 Timberdell Road, Norman, Oklahoma 73019.

Amount of Gift Dependent on Size of Estate

I hereby give, devise, and bequeath the sum of $ __________ (or ______ percent) of my estate, whichever is the lesser, to the University of Oklahoma Foundation, Inc., 100 Timberdell Road, Norman, Oklahoma 73019.

Caveat:

In virtually every case these provisions must be "tailored" to meet the specific situation of the donor. Additionally, these provisions may be used as a guide for provisions of living trusts. These are illustrative only; please consult your professional advisor.

scriptsknown