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Bequest Language

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Include Stony Brook University in Your Will

Sample Bequest Language

A bequest – a gift in your will – is a simple and convenient way to make a future gift to Stony Brook University. Below are several examples of suggested bequest wording which you may share with your legal counsel if you would like to make a gift to Stony Brook University through your will or living trust.

Your gift can be a specific dollar amount or a percentage of your estate. You can choose to leave your gift for general use, or you can restrict its use. Most important however, we want to thank you for including Stony Brook University in your estate plan.

To the University, unrestricted:
"I give to the Stony Brook Foundation, a New York nonprofit corporation located in Stony Brook, N.Y., the sum of $________________________ (or _________________ percentage of my estate) to be used by Stony Brook University for its unrestricted purposes."

To a particular school or unit, unrestricted:
"I give to the Stony Brook Foundation, a New York nonprofit corporation located in Stony Brook, N.Y., the sum of $________________________ (or _________________ percentage of my estate) to be used for the benefit of the (school or unit of your choice) without further restriction."

To a particular school or unit for a particular purpose:
"I give to the Stony Brook Foundation, a New York nonprofit corporation located in Stony Brook, N.Y., the sum of $________________________ (or _________________ percentage of my estate) to be used by (school or unit of your choice) for the support of ___________________________.

If changed circumstances should ever make it impossible, impracticable or inadvisable to administer my gift in exactly the manner set forth above, then the Stony Brook Foundation may redesignate the purpose of my gift provided that the terms adhere as closely as possible to my original intent.

Legal Name: Stony Brook Foundation

Legal Address: 230 Administration Building, Stony Brook, NY 11790

Tax Identification No: 11-6077945

Please contact Ashley Fetter, assistant director of gift planning, to discuss your intentions and to share the news of your future gift. Thank you!

Phone: (631) 632-4926. E-mail: ashley.fetter@stonybrook.edu

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