Bequest Gift Language

Bentley has received many contributions from alumni, parents and friends who have included the university in their estate plans. In doing so, they have helped to ensure that succeeding generations will benefit from their generosity. As Bentley faces the challenges of the 21st century, support of this nature has become increasingly vital. Your future gift may support the general educational purposes of the university or be used for a purpose of particular importance to you, such as scholarships, teaching or research. Any type of property, including cash, securities, and real estate, may be given to Bentley through your will or trust. A simple codicil to your will or amendment to your trust may be added to provide a gift to Bentley.

Please note that the sample language provided below is for informational purposes only and should not be included in your will or trust unless it is first reviewed by your attorney to be sure that it is compatible with your estate plan.

Specific Bequest 
This may be a specific dollar amount, a stated percentage of your estate, or a specific asset.

Sample language

“I give to Bentley University, a Massachusetts educational corporation with a usual place of business at 175 Forest Street, Waltham, Middlesex County, Massachusetts, the sum of ____ dollars ($____) or (____ % of my property) or (describe specific property), to be used for the general purposes of Bentley (or a specific purpose such as student scholarship, support for teaching, etc.).”

Residuary Bequest
This includes all or a portion of your estate after other specific bequests, debts, taxes, expenses and fees have been distributed and paid.

Sample language

“I give and devise (all or ____%) of the residue of all the property, of whatever kind and wherever located, that I own at my death to Bentley University, a Massachusetts educational corporation with a usual place of business at 175 Forest Street, Waltham, Middlesex County, Massachusetts.”

Contingent Bequest 
Under this type of provision, Bentley will receive a bequest only if your primary intentions cannot be met or if certain specified circumstances take place.

Sample language

“If any of the beneficiaries named in this will are not living on the thirtieth day after my death, I direct that his or her share or my estate be given to Bentley University, a Massachusetts educational corporation with a usual place of business at 175 Forest Street, Waltham, Middlesex County, Massachusetts.”

Or

“If my husband/wife ______________ is not living on the thirtieth day after my death, I direct that his/her share of my estate shall be given to Bentley University, a Massachusetts educational corporation with a usual place of business at 175 Forest Street, Waltham, Middlesex County, Massachusetts.”