Create a Legacy of Giving
The charitable bequest is the simplest planned gift. It offers a straightforward opportunity to make a substantial contribution to further the university's work and mission without drawing on your current resources. This involves adding a clause to your will that states you give a percentage, specific amount, named asset or the remainder of your estate to the University of Dallas. When you make a bequest gift, you leave a lasting legacy to be remembered, lessen the burden of taxes on your family and you may receive estate tax savings.
We would be pleased to assist you with wording upon request. As you develop your charitable vision, it is import to consider how your giving strategy might affect your overall financial picture; therefore, please consult your attorney and other professional financial advisers.
Bequest FAQ
How do I make a bequest?
A bequest is one of the easiest gifts to make. With the help of an advisor, you can include language in your will or trust specifying a gift be made to family, friends or UD as part of your estate plan.
What if I don’t have a will?
If you need to create a will, the University of Dallas has partnered with FreeWill, a quick, easy and free online tool you can use. It takes less than 20 minutes to create a will on this site, and the document you create is valid in all 50 states.
What are my options?
A bequest can be made in several ways:
- You can gift a specific dollar amount or asset
- You can gift a percentage of your estate
- You can gift from the balance or residue of your estate
- You can make a beneficiary designation of certain assets