Planned Giving

Facts for Advisers

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Wills and Trust Language

 

Bequest language that can be used in a gift by will or living trust:

 

I give and bequeath to St. Bonaventure University, a not-for-profit corporation organized under the Laws of the State of New York and having its principal office at 3261 West State Road, St. Bonaventure, NY 14778.

 

To make a cash bequest:

the sum of $_________ to be used by St. Bonaventure University, for its general purposes.

To give a percentage of the estate:

_______ percent of my estate to be used by St. Bonaventure University, for its general purposes.

To give a residual amount or remaining interest:

the rest, residue and remainder of my estate after all debts, expenses and taxes have been paid and all the general and specific bequests have been made, to be used by St. Bonaventure University for its general purposes.

To give a tangible asset or property:

_______ shares of common stock of __________ (or insert here a description of other property) owned by me at my death as these shares shall exist at the date of my death, to be used by St. Bonaventure University for its general purposes.

Please call Matthew J. Tornambe at (800) 664-1273, opt. #2 or (716) 375-2409 if you have any additional questions.

 

Contact Information:

 

St. Bonaventure University
P.O. Box 2500
St. Bonaventure, NY 14778
(800) 664-1273, opt. #2
Fax: (716) 375-2139

 

If you wish to contribute securities, you or your broker should contact our office for the most current electronic delivery (DTC) instructions. Please contact:  Matthew J. Tornambe, CFRE, Associate Vice President for Advancement, at 716-375-2409 or mtornamb@sbu.edu for up to date transfer instructions.