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The following is suggested language that you and your attorneys can use in your will. You may want to benefit one or more collegiate units, departments or programs at the University of Minnesota Duluth, or you may want your gift to be unrestricted—to be used wherever the need is the greatest. Your will should state your intention clearly enough so that the University of Minnesota Foundation can ensure that your objectives are fulfilled.
"I give, devise and bequeath [percentage of residue, sum, or description of property], to the University of Minnesota Foundation, Minneapolis, Minnesota, for the benefit of the University of Minnesota Duluth."
"I give, devise and bequeath to the University of Minnesota Foundation, Minneapolis, Minnesota, [percentage of residue, sum, or description of property] for the benefit of the University of Minnesota Duluth [name of college, program, or scholarship]."
Your future gifts to the University of Minnesota Duluth qualify you for membership in the Heritage Society. This recognition society recognizes and thanks all donors of future gifts to UMD.
For more information about including the University of Minnesota Duluth in your will or other estate plans, please contact:
Chief Development Officer
315 Darland Administration Building
218-726-6995 or 866-726-7110 (toll free)
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.