The Easiest Way to Make an Impact
A Gift in Your Will or Living Trust
Interested in helping Roberts Wesleyan University with our mission, but feel overwhelmed by the thought of writing another check or giving up your assets today? A simple, flexible, and versatile way to ensure we can continue our work for years to come is a gift in your will or living trust, known as a charitable bequest.
By including a bequest to Roberts Wesleyan in your will or living trust, you are ensuring that we can continue our mission for years to come.
Example Scenario
When Tom and Martha got married, they made a point to put together a will to protect their assets. They both loved Roberts Wesleyan and decided to include a bequest of $75,000 to us in their will.
As Tom and Martha's family grew to include three children, they decided to revise their gift to ensure their children's future financial security. They met with their attorney and simply revised the bequest language so that their gift to Roberts Wesleyan was now a percentage of their estate instead of a specific amount. Tom and Martha now rest easy knowing when they die, their plans will provide for the people and charitable work they love.
The official legal bequest language for Roberts Wesleyan University
I, [name], of [city, state, ZIP], give, devise and bequeath to [Roberts Wesleyan University, 2301 Westside Drive, Rochester, NY 14624-1997] [written amount or percentage of the estate or description of property] for its unrestricted use and purpose.
How do I fund it?
Your options include:
- Cash
- Appreciated securities
- Real estate
- Tangible personal property
- Closely held stock
Next Steps
- Contact Marna Distaffen at 585-594-6535 or distaffenm@roberts.edu to talk about supporting Roberts Wesleyan University.
- Seek the advice of your financial or legal advisor.
- If you include Roberts Wesleyan in your plans, please use our legal name and Federal Tax ID.
- Legal Name: Roberts Wesleyan Universit
- Address: 2301 Westside Drive, Rochester, NY 14624-1997
- Federal Tax ID Number: Please contact us for our federal tax ID number.
Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results.
A copy of our most recently filed financial report is available from the Charities Registry on the New York State Attorney General’s website (www.charitiesnys.com) or, upon request, by contacting the New York State Attorney General, Charities Bureau, 28 Liberty Street, New York, NY 10005, or us at 2301 Westside Drive, Rochester, NY 14624-1997. You also may obtain information on charitable organizations from the New York State Office of the Attorney General at www.charitiesnys.com or (212) 416-8401.