Gift by Bequest Language

Gifts to Connecticut College through a will or living trust can be made for a specific amount, a percentage of an estate’s assets, the entire or a portion of residue left of an estate after other bequests are made, or specific assets.

Sample language follows for the most common types of bequests.

Percentage:

“I give _______ percent (____ %) of the residue of my estate to Connecticut College, 270 Mohegan Avenue, New London, CT 06320 for the general use and purposes of the College.”

Specific Amount:

“I give the sum of _________ dollars ($________) to Connecticut College, 270 Mohegan Avenue, New London, CT 06320 for the general use and purposes of the College.”

Entire Residue:

“I give to Connecticut College, 270 Mohegan Avenue, New London, CT 06320, all the rest, residue, and remainder of my estate.”

Specific Assets:

Individuals are encouraged to contact the Office of Gift Planning if a gift of personal or tangible property is being considered.

Unrestricted gifts to Connecticut College are appreciated and will be directed to the most pressing needs of the College at the time the gift is received. While unrestricted gifts allow the College to allocate funds to areas of greatest need, bequests may be designated for a particular purpose or use by a specific division, program, or activity. In order to ensure that the evolving educational needs of future generations of students are met, it is advisable to include the following language with restricted gifts:

“In the event that at some future time due to changed circumstances, in the judgment of the Connecticut College Board of Trustees, it becomes impractical to apply my bequest to the designated purpose(s), the Connecticut College Board of Trustees shall make such modifications as will appropriately recognize my interests in coordination with college priorities.”

Please contact Laura Becker, Director of Gift Planning, at laura.becker@conncoll.edu or (860) 439-2416 to start a conversation. When the bequest provision is finalized, donors are encouraged to send a copy of the portion of the document pertaining to the estate gift, along with contact information of the estate representative, to Laura Becker, Director of Gift Planning, Connecticut College, Office of Advancement, 270 Mohegan Avenue, New London, CT 06320-4196. Sharing your plans will allow us to thank you for your generous foresight and welcome you to join the Rosemary Park Society, our donor recognition society for individuals who have made estate provisions or other planned gifts, and receive possible gift or reunion giving credit.

Thank you.

Tax ID: 06-064587

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