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Office of
Gift Planning

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Gift Planning

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Auburn University Foundation's Bequest Language

An excellent way for you to support Auburn University's is to leave us a bequest in your will, living trust, or with a codicil. This simple, flexible, and versatile giving option allows you to support Auburn today by planning for its future along with yours.

A bequest is generally a revocable gift, which means it can be changed or modified at any time. You can choose to designate that a bequest be used for a general or specific purpose so you have the peace of mind knowing that your gift will be used as intended. Bequests are exempt from federal estate taxes. If you have a taxable estate, the estate tax charitable deduction may offset or eliminate estate taxes, resulting in a larger inheritance for your heirs.

Types of Bequests


There are a number of ways you can make a bequest to Auburn University Foundation.

Specific Bequest. A specific bequest involves making a gift of a specific asset such as real estate, a car, other property or a gift for a specific dollar amount. For example, you may wish to leave your home or $10,000 to Auburn University Foundation.

Percentage Bequest. Another kind of specific bequest involves leaving a specific percentage of your overall estate to charity. For example, you may wish to leave 10% of your estate to Auburn University Foundation.

Residual Bequest. A residual bequest is made from the balance of an estate after the will or trust has given away each of the specific bequests. A common residual bequest involves leaving a percentage of the residue of the estate to charity. For example, you may wish to leave 30% of the residue of your estate to Auburn University Foundation.

Contingent Bequest. A contingent bequest is made to charity only if the purpose of the primary bequest cannot be met. For example, you could leave specific property, such as a vacation home, to a relative, but the bequest language could provide that if the relative is not alive at the time of your death, the vacation home will go to Auburn University Foundation.

Bequest Language


In order to make a bequest, you should speak with your attorney. Your attorney can help you include a bequest to Auburn University Foundation in your estate plan. We have provided some basic bequest language to assist you and your attorney.

1. Specific Bequest

If you are considering making an outright bequest to Auburn University Foundation, we recommend the following language:

Bequest of a Specific Dollar Amount

I hereby give, devise and bequeath _________ and No/100 dollars ($DOLLARS) to Auburn University Foundation, a nonprofit organization located at 317 South College Street, Auburn, AL, 36849, Federal Tax ID #63-6022422, for Auburn University Foundation's general use and purpose.

Bequest of Specific Personal Property

I hereby give, devise and bequeath DESCRIPTION OF PROPERTY to Auburn University Foundation, a nonprofit organization located at 317 South College Street, Auburn, AL, 36849, Federal Tax ID #63-6022422, for Auburn University Foundation's general use and purpose.

Bequest of Specific Real Estate

I hereby give, devise and bequeath all of the right, title and interest in and to the real estate located at ADDRESS OR DESCRIPTION OF PROPERTY to Auburn University Foundation, a nonprofit organization located at 317 South College Street, Auburn, AL, 36849, Federal Tax ID #63-6022422, for Auburn University Foundation's general use and purpose.

2. Percentage Bequest

If you are considering making a bequest of a percentage of your estate to Auburn University Foundation, we recommend the following language:

I hereby give, devise and bequeath ____ percent (___%) of my total estate, determined as of the date of my death, to Auburn University Foundation, a nonprofit organization located at 317 South College Street, Auburn, AL, 36849, Federal Tax ID #63-6022422, for Auburn University Foundation's general use and purpose.

3. Residual Bequest

I hereby give, devise and bequeath to Auburn University Foundation, a nonprofit organization located at 317 South College Street, Auburn, AL, 36849, Federal Tax ID #63-6022422, ALL OR A PERCENTAGE of the rest, residue and remainder of my estate to be used for Auburn University Foundation's general use and purpose.

4. Contingent Bequest

If (primary beneficiary) does not survive me, then I hereby give, devise and bequeath to Auburn University Foundation, a nonprofit organization located at 317 South College Street, Auburn, AL, 36849, Federal Tax ID #63-6022422, DESCRIPTION OF PROPERTY to be used for Auburn University Foundation's general use and purpose.

Restricted Bequests


If you are considering a bequest but would like to ensure that your bequest will be used for a specific purpose, please let us know. We would be happy to work with you and your attorney to help you identify ways to give and meet your charitable objectives. We will also work with you and your attorney to craft language to accomplish your goals.

If you are making a restricted bequest, we recommend that your attorney include the following provision to give Auburn University Foundation flexibility should it no longer be possible for our Auburn University Foundation to use your gift as you originally intended:

If, in the judgment of the Board of Directors of Auburn University Foundation, it shall become impossible for Auburn University Foundation to use this bequest to accomplish the specific purposes of this bequest, Auburn University Foundation may use the income and principal of this gift for such purpose or purposes as the Board determines is most closely related to the restricted purpose of my bequest.

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Contact us

Contact the Office of Gift Planning for additional information or to discuss further the different options for including Auburn in your estate plans.

It is always advisable to seek the advice of a financial or legal advisor. Please refer your advisor to our Advisors section for more information.

When including Auburn in your estate or charitable plans, please use our legal name and mailing address:
Auburn University Foundation
317 South College Street, Auburn, AL 36849
Federal Tax ID number: 63-6022422

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