Bequest Language
Below is language you can use to make a bequest to support Wheaton. Your bequest can be an easy, flexible, and tax-wise way to support your loved ones while making a lasting impact at the college.
1. Specific Bequest
If you are considering making an outright bequest to Wheaton, we recommend the following language:
Bequest of a Specific Dollar Amount
I hereby give, devise and bequeath _________ and No/100 dollars ($DOLLARS) to Wheaton College, a nonprofit organization located at 26 E. Main Street, Norton, MA 02766, Federal Tax ID #_______________, for Wheaton College's general use and purpose.
Bequest of Specific Personal Property
I hereby give, devise and bequeath DESCRIPTION OF PROPERTY to Wheaton College, a nonprofit organization located at 26 E. Main Street, Norton, MA 02766, Federal Tax ID #_______________, for Wheaton College's general use and purpose.
Bequest of Specific Real Estate
I hereby give, devise and bequeath all of the right, title and interest in and to the real estate located at ADDRESS OR DESCRIPTION OF PROPERTY to Wheaton College, a nonprofit organization located at 26 E. Main Street, Norton, MA 02766, Federal Tax ID #_______________, for Wheaton College's general use and purpose.
2. Percentage Bequest
If you are considering making a bequest of a percentage of your estate to Wheaton College, we recommend the following language:
I hereby give, devise and bequeath ____ percent (___%) of my total estate, determined as of the date of my death, to Wheaton College, a nonprofit organization located at 26 E. Main Street, Norton, MA 02766, Federal Tax ID #_______________, for Wheaton College's general use and purpose.
3. Residual Bequest
I hereby give, devise and bequeath to Wheaton College, a nonprofit organization located at 26 E. Main Street, Norton, MA 02766, Federal Tax ID #_______________, ALL OR A PERCENTAGE of the rest, residue and remainder of my estate to be used for Wheaton College's general use and purpose.
4. Contingent Bequest
If (primary beneficiary) does not survive me, then I hereby give, devise and bequeath to Wheaton College, a nonprofit organization located at 26 E. Main Street, Norton, MA 02766, Federal Tax ID #_______________, DESCRIPTION OF PROPERTY to be used for Wheaton College's general use and purpose.
5. Restricted Bequests
If you are considering a bequest but would like to ensure that your bequest will be used for a specific purpose, we would be happy to work with you and your attorney to help you identify ways to give and meet your charitable objectives. We will work with you and your attorney to craft language to accomplish your goals.
If you are making a restricted bequest, we recommend that your attorney include the following provision to give Wheaton College flexibility should it no longer be possible for Wheaton College to use your gift as you originally intended:
If, in the judgment of the Board of Directors of Wheaton College, it shall become impossible for Wheaton College to use this bequest to accomplish the specific purposes of this bequest, Wheaton College may use the income and principal of this gift for such purpose or purposes as the Board determines is most closely related to the restricted purpose of my bequest.
Contact us
Contact us with questions on making your bequest to Wheaton or to request any additional information that might be helpful to you and your attorney.
If you have included a bequest for the college in your estate plan, please let us know. We would be honored to thank you and welcome you to the Founders Society.
