Sample bequest language

If you are considering naming the University in your estate plans, you are strongly encouraged to discuss the language and nature of the provision with the University’s Office of Gift Planning at 773.702.3130 or giftplan@uchicago.edu. This service is confidential and provided without obligation. Donors considering gifts for endowed scholarships, fellowships, or professorships should have their attorneys consult with a University representative before executing their estate planning documents because certain minimum amounts and specific language are required.

Unrestricted expendable gift

“I give [describe dollar amount, property to be given, or proportion of residuary estate] to the University of Chicago, an Illinois not‑for‑profit corporation, to be used for its general educational and charitable purposes.”

Expendable gift for the College

“I give [describe dollar amount, property to be given, or proportion of residuary estate] to the University of Chicago, an Illinois not‑for‑profit corporation, to be used for the benefit of the College for its instructional and student life programs for undergraduates.”

Expendable gift for a particular University unit

“I give [describe dollar amount, property to be given, or proportion of residuary estate] to the University of Chicago, an Illinois not‑for‑profit corporation, to be used for the benefit of [name of University unit*] for [insert use (programs, research, student support)].”

For example: the Law School, the Division of the Social Sciences, the Department of Chemistry, the Smart Museum, the University Library, the Pritzker School of Medicine, Chicago Booth.

Endowment gifts

Donors considering gifts for endowed scholarships, fellowships, or professorships should have their attorneys consult with a University representative before executing their estate planning documents because certain minimum amounts and specific language are required.


Disclaimer: The information above is intended to assist you in your tax, estate, and charitable planning. It is not legal advice and should not be relied upon as such. Learn more about the information on this website.