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Suggested bequest wording

 November 22, 2019 | Simon Jenkins


Suggested wording for a bequest to the University of Leeds

I give to the University of Leeds of Woodhouse Lane, Leeds, LS2 9JT, UK the sum of $______ / _____ per cent of my residuary estate for

(a)        its general purposes

OR

(b)        its general purposes but with a request, without creating any binding obligation, that this gift is applied to the University for the purposes of ____________________________________________ (please specify)

The receipt of a person who appears to be a proper officer of the University of Leeds shall be sufficient discharge to my Executors and Trustees, who shall not be required to enquire as to the application of the said sum.

Suggested wording for a bequest to the North American Foundation for the University of Leeds (NAFUL

I hereby give, devise and bequeath to the North American Foundation for the University of Leeds, Inc, a non-profit, non-stock Delaware corporation [option 1: xx percent (%) of the rest, residue and remainder of my estate]  or  [option 2: the sum of $xxxxx] as an unrestricted gift to be used in the area of greatest need at the time the gift is received [or list specific purposes], or if said North American Foundation for the University of Leeds, Inc is not in existence at the time of my death then to the University of Leeds in Leeds, England for such purposes as stated above.

Additional information

The University of Leeds is an ‘exempt charity’ under Schedule 3 of the Charities Act 2011.  It does not have a registered number issued by the UK Charity Commission but is in law a charity by Royal Charter, granted in 1904. The University’s reference number with the charity division of HM Revenue and Customs is X6861.

The North American Foundation for the University of Leeds (NAFUL), is an organisation exempt from taxes under section 501(c)(3) of the Internal Revenue Code

Questions?

Caroline Bartholomew (email: c.bartholomew@adm.leeds.ac.uk; phone: +44 (0)113 343 2347) will be pleased to help.

Please note

This information does not constitute legal or tax advice. Always seek advice from your legal and tax advisors regarding your estate and tax liabilities.

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