Sample Will Wording

The following will clauses are provided as examples only. We suggest that you or your client consult the University of Calgary's Development Office to ensure the bequest may be fulfilled as intended.

  • I give, devise and bequeath to the University of Calgary (dollar amount or gift of property or portion of the residue) to be used in such manner as the Board of Governors may direct.
  • I give, devise and bequeath to the University of Calgary (dollar amount or gift of property or portion of the residue) for the purchase of books in (field of study).  It is further directed that each volume purchased will bear a book plate that shall read In memory of ___________ and donated by ___________.
  • I give, devise and bequeath to the University of Calgary (dollar amount or gift of property or portion of the residue) to be invested as they see fit for the purpose of funding an endowed (scholarship, professorship or chair) which will be known as ____________ (award, professorship or chair) in (faculty, department, or field of study).

After any of the above, the following wording should be included:

“Recognizing that at some time in the future it may be found that the income from the fund cannot be usefully applied for the expressed purpose, then the income and capital may be used for any other related purpose approved by the Board of Governors of the University of Calgary which is within the general aims and objectives of the University, keeping in mind the original wishes of the donor.

The receipt of the person who professes to be the proper agent of the University of Calgary to receive this bequest shall be sufficient discharge therefore, and my Trustee shall be under no obligation to see that the trusts thereof are carried out.

Any matching grants obtainable as a result of this bequest shall be used at the discretion of the Governors of the University to ensure or enhance the continuance of the fund for the purposes intended."

For more information on a bequest to the University of Calgary, call:

Sherry Dahl
Director of Development , Legacy Giving & Major Gifts
(403) 210-3873
sdahl@ucalgary.ca


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