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Making a gift in your will or with a beneficiary designation?
Here is the language you’ll need to share with your attorney.
To MU for unrestricted purposes
I, ________________, hereby give, devise, and bequeath to the Miami University Foundation (EIN: 31-6026014), a nonprofit Ohio corporation supporting Miami University,[“_____ percent( __.0%) of the rest, residue, and remainder of my estate” or “the sum of ___ dollars ($__.00)”] for the unrestricted benefit of Miami University.
To support a specific MU college/school, department, or program
I, ________________, hereby give, devise, and bequeath to the Miami University Foundation (EIN: 31-6026014), a nonprofit Ohio corporation supporting Miami University,[“_____ percent ( __.0%) of the rest, residue, and remainder of my estate” or “the sum of ___ dollars ($__.00)”] for the benefit of the _____________ college/school, department, or program.
Specific amount for unrestricted purposes
I, ________________, hereby give, devise, and bequeath to the Miami University Foundation (EIN: 31-6026014), a nonprofit Ohio corporation supporting Miami University, the sum of _______ dollars ($) as an unrestricted gift to be used in the area of greatest need at the time the gift is received.
Specific amount for a specific (restricted) purpose
I, ________________, hereby give, devise, and bequeath to the Miami University Foundation (EIN: 31-6026014), a nonprofit Ohio corporation supporting Miami University,[“_____ percent(__.0%) of the rest, residue, and remainder of my estate” or “the sum of ___ dollars ($__.00)”] to be used for _____________ [ or “to establish or further support the _____________”] at Miami University. It is understood and agreed that should the purpose for which this bequest is instituted cease to exist, then the Miami University Foundation may devote said bequest for such other uses and purposes as it determines to be in accordance with my original intent in making this gift.
Designation information:
Entity name: Miami University Foundation
Entity EIN: 31-6026014
Entity address: 725 E. Chestnut Street, Oxford, OH 45056