Humboldt State University

Gift & Estate Planning

Bequest Language

Bequest Language for Donors

The following is intended to help you and your attorney in drafting a bequest that meets your individual interests.  As you consult your attorney on the selection of appropriate wording to reflect your own goals and intentions regarding Humboldt State University, be sure the organization’s correct legal name appears in all final documents as:

“Humboldt State University Advancement Foundation (HSUAF), a charitable foundation supporting the mission of Humboldt State University (HSU), located in Arcata, CA, Federal Tax Identification Number: 94-6077724or its successor.

A General Bequest:

“I give to Humboldt State University Advancement Foundation (HSUAF), a charitable foundation supporting the mission of Humboldt State University (HSU), located in Arcata, CA, (a percentage of the estate, specific dollar amount, remainder of estate after all other bequests & expenses, etc.) to be used for its general support and charitable purposes without restriction.”

A Restricted Bequest:

“I give to Humboldt State University Advancement Foundation (HSUAF), a charitable foundation supporting the mission of Humboldt State University (HSU), located in Arcata, CA, (a percentage of the estate, specific dollar amount, remainder of estate after all other bequests & expenses, etc.) to be used for (describe how your gift is to be used, such as for scholarships, to support an academic department or HSU program, etc.). If at any time, it becomes impossible or impractical for my gift to be used for the above charitable purpose, HSUAF shall use my gift for a purpose and in a manner that most closely meets the above charitable purpose.”

A Bequest to Establish a Named Endowment Fund:

“I give to Humboldt State University Advancement Foundation (HSUAF), a charitable foundation supporting the mission of Humboldt State University (HSU), located in Arcata, CA, (a percentage of the estate, specific dollar amount, remainder of estate after all other bequests & expenses, etc.) to be used to establish a permanent endowment fund to be named (state the name you
would like for the fund)
 hereafter referred to as The Fund. The Fund shall be managed by HSUAF subject to its investment and spending policies, and the income from The Fund, as defined by those policies, shall be used for (describe how your gift is to be used, such as for scholarships, to support an academic department or HSU program, etc.). If my gift is below the minimum level required to establish an endowment at HSUAF, or if, at any time, it becomes impossible or impractical for The Fund established by my gift to be used for the above charitable purpose, HSUAF shall use my gift or The Fund for a purpose and in a manner that most closely meets the above charitable purpose.”