Wills, Bequests and Revocable Living Trusts
Do you have an estate plan? Planning the legacy support you wish to provide for your family and charity is an opportunity and responsibility for everyone. Everyone should have an up-to-date will and consider including legacy support for your charities.
Please let us know if you have included Bluffton in your estate plans and join the Noah C. Hirschy Legacy Society. Feel free to contact our staff with any questions.
Gifts by will or living trust
The most common form of deferred gift to support Bluffton is a bequest contained in a person's will or living trust. The following language is an example of how a bequest to benefit Bluffton may be worded:
Dollar amount or property
"I give [Dollar Amount or Property (such as a particular stock)] to Bluffton University, a qualified 501(c)(3) charitable organization located in Bluffton, Ohio, to be used to further the objectives and purposes of the institution."
"I give [the desired percentage] of my estate to Bluffton University, a qualified 501(c)(3) charitable organization located in Bluffton, Ohio, to be used to further the objectives and purposes of the institution."
You may also need Bluffton's Federal Tax ID Number to include in the legal document:
Federal Tax ID# 34-4428207
This information is a great starting point for beginning a discussion of estate planning with your financial planner or with a member of Bluffton's development office.