Bequest Language for Donors
Why Include Wheaton in Your Will?
Traditionally bequests to Wheaton have been the main source of endowment support. Each individual legacy has contributed to Wheaton’s financial stability. Just as the bequests of past alumnae/i, parents and friends have helped to create the Wheaton of today; the continuation of this tradition of remembrance will help ensure that Wheaton College will be financially strong and academically excellent tomorrow.
Sample Testamentary Language
A general bequest: “I give (a specific asset) or (___ percent of the rest, residue, and remainder of my estate) to Wheaton College in Norton, Massachusetts, for its general use and purposes.”
A bequest for a specific purpose: “I give (_____ dollars) (specific asset) or (___ percent of the rest, residue, and remainder of my estate) to Wheaton College, Norton, Massachusetts, to be used for the following purpose: (state purpose, e.g. to establish a scholarship fund, an athletic team, a library collections fund)”.
If you choose to restrict your bequest provision for the establishment of a fund for a specific purpose—such as the funding of an undergraduate scholarship—we ask that you include the following to your initial provision:
This fund is to establish an endowment fund to be known as the (name of fund), the income from which to be used for (state purpose). If the Wheaton Board of Trustees in its sole judgment, determines that the original intent is no longer feasible, the College may use the income for such purposes as, in its sole judgment, will most nearly fulfill the original intent.
Note Concerning All Bequests
For purposes of legally naming the College in a bequest, the full corporate name should be used: Wheaton College, Norton, Massachusetts. Please contact Michelle L. Kovach, Director of Gift Planning, at 508.286.3459 or firstname.lastname@example.org for more information.