Bequest language
Planning a gift in your will or living trust? Here’s the wording we suggest for the most common types of bequests.
General bequest of a stated sum of money
Choose this option if you’d like to leave a specific dollar amount.
“I give to Medical University of South Carolina Foundation, 18 Bee Street, MSC 450, Charleston, SC 29425, Federal Tax Identification Number 57-6028985 _____Dollars ($____).”
Specific bequest of a certain asset
Choose this option if you’d like to leave a particular asset, such as real estate, securities, or other property.
“I give to Medical University of South Carolina Foundation, 18 Bee Street, MSC 450, Charleston, SC 29425, Federal Tax Identification Number 57-6028985, [insert here a description of the particular property].”
Residuary bequest
Choose this option if you’d like to give all or a portion of what remains after your other bequests and expenses have been paid.
“I give to Medical University of South Carolina Foundation, 18 Bee Street, MSC 450, Charleston, SC 29425, Federal Tax Identification Number 57-6028985, [all/a portion] of the rest of my estate.”
Contingent bequest
Choose this option if you’d like your gift to take effect only if certain loved ones do not survive you.
“If [name/s of primary beneficiary/ies] do/es not survive me, or shall die within ninety (90) days from the date of my death, or as a result of a common disaster, then I give to Medical University of South Carolina Foundation, 18 Bee Street, MSC 450, Charleston, SC 29425, Federal Tax Identification Number 57-6028985, [insert here the exact dollar amount, description of property, or percentage of residual estate].”
Questions about a bequest to MUSC?
We’re happy to talk through your options. Contact our office to discuss your plans or to designate your gift for a specific program.