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University of California, Santa Cruz's Bequest Language

If you are interested in ensuring that the mission of the University of California, Santa Cruz can live on for generations or you are unable to make a current gift then consider leaving a bequest to UC Santa Cruz in your will or trust. A bequest is flexible allowing you to use the property as you see fit throughout your life while securing your legacy with the University. Your bequest enriches the impact of UC Santa Cruz for years to come.

Types of Bequests


Here are some of the common ways people have left a bequest to the University of California, Santa Cruz:

Specific Bequest. UC Santa Cruz receives 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 University of California, Santa Cruz.

Percentage Bequest. UC Santa Cruz receives a specific percentage of your overall estate to charity. For example, you may wish to leave 10% of your estate to University of California, Santa Cruz.

Residual Bequest. UC Santa Cruz receives the balance or a portion of the balance of an estate after other gifts have been fulfilled. For example, you may wish to leave 30% of the residue of your estate to the University of California, Santa Cruz.

Contingent Bequest. UC Santa Cruz receives a gift only in the event that your named beneficiaries have predeceased you. 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 University of California, Santa Cruz.

If you are interested in making a bequest, please reach out to us. We would love to help make the intended impact of your gift realized. For your reference, we have included sample bequest language below to aide you in your process.

Bequest Language


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

There are two different entities at UC Santa Cruz that you can direct your bequest to. Which one you direct it to depends on the type of asset:

Gifts of Cash or Marketable Securities would be directed to the UC Santa Cruz Foundation, incorporated as a tax-exempt organization for the benefit of University of California, Santa Cruz (UNIVERSITY). TIN: 23-7394590

Gifts of Real Property, Gifts-in-Kind, Non-Marketable Securities are directed to the Regents of the University of California, Santa Cruz campus. TIN: 94-1539563
Consult with your attorney to determine which entity your gift should be directed to.

Unrestricted Bequests


An unrestricted bequest allows UC Santa Cruz to use a gift in a manner that best accomplishes the university's mission of being a leading research university with a tradition of innovation in the education of students. Unrestricted bequests are flexible in nature and can be allocated to high priority matters within UC Santa Cruz.

1. Specific Bequest

If you are considering making an outright bequest to University of California, Santa Cruz, we recommend the following language:

Bequest of a Specific Dollar Amount

"I hereby give, devise and bequeath to the (UC Santa Cruz Foundation/ Regents of University of California, Santa Cruz campus) located at 1156 High Street, Santa Cruz, CA, 95064, _________ ($Dollar Amount) for University of California, Santa Cruz's General use and purpose. This bequest is unrestricted in purpose leaving University of California, Santa Cruz the discretion to use the gift towards their most pressing needs."

Bequest of Specific Personal Property

"I hereby give, devise and bequeath to the Regents of the University of California, Santa Cruz campus, located at 1156 High Street, Santa Cruz, California, 95064 (DESCRIPTION OF PROPERTY) for University of California, Santa Cruz's general use and purpose. This bequest is unrestricted in purpose leaving University of California, Santa Cruz the discretion to use the gift towards their most pressing needs."

Bequest of Specific Real Estate

"I hereby give, devise and bequeath to the Regents of the University of California, Santa Cruz campus, located at 1156 High Street, Santa Cruz, California, 95064 all of the right, title and interest in and to the real estate located at ADDRESS OR DESCRIPTION OF PROPERTY for University of California, Santa Cruz's General use and purpose. This bequest is unrestricted in purpose leaving University of California, Santa Cruz the discretion to use the gift towards their most pressing needs."

2. Percentage Bequest

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

"I hereby give, devise and bequeath to the (UC Santa Cruz Foundation/ Regents of University of California, Santa Cruz campus) located at 1156 High Street, Santa Cruz, CA, 95064 located at 1156 High Street, Santa Cruz, CA, 95064, ____ percent (___%) of my total estate, determined as of the date of my death, for University of California, Santa Cruz's General use and purpose. This bequest is unrestricted in purpose leaving University of California, Santa Cruz the discretion to use the gift towards their most pressing needs."

3. Residual Bequest

"I hereby give, devise and bequeath to the (UC Santa Cruz Foundation/ Regents of University of California, Santa Cruz campus) located at 1156 High Street, Santa Cruz, CA, 95064 (ALL OR A PERCENTAGE) of the rest, residue and remainder of my estate for University of California, Santa Cruz's General use and purpose. This bequest is unrestricted in purpose leaving University of California, Santa Cruz the discretion to use the gift towards their most pressing needs."

4. Contingent Bequest

"If (primary beneficiary) does not survive me, then I hereby give, devise and bequeath to the (UC Santa Cruz Foundation/ Regents of University of California, Santa Cruz campus) located at 1156 High Street, Santa Cruz, CA, 95064 (DESCRIPTION OF PROPERTY) for University of California, Santa Cruz's General use and purpose. This bequest is unrestricted in purpose leaving University of California, Santa Cruz the discretion to use the gift towards their most pressing needs."

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 that 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 University of California, Santa Cruz flexibility should it no longer be possible for our University of California, Santa Cruz to use your gift as you originally intended:

"In making this gift it is my intention to serve the Santa Cruz campus of the University of California and its students and I desire that the foregoing statement of purpose be liberally construed so that the above objectives may be fully accomplished. If, at any time in the judgment of the Chancellor of the Santa Cruz campus of the University of California, changed circumstances substantially interfere with the beneficial realization of such purposes, then the funds may be used for such other similar purposes as the Chancellor of UC Santa Cruz in his/her/their discretion determines to be consistent with my interests and intentions."

Below is some potential bequest language that can act as a starting point when you and your attorney are crafting a restricted gift to the University of California, Santa Cruz.

1. Specific Bequest

If you are considering making an outright bequest to University of California, Santa Cruz, we recommend the following language:

Bequest of a Specific Dollar Amount

"I hereby give, devise and bequeath to the (UC Santa Cruz Foundation/ Regents of University of California, Santa Cruz campus) located at 1156 High Street, Santa Cruz, CA, 95064, _________ ($Dollar Amount) to be directed by the _____________ Department/College for use in the ______________ (insert specific purpose or simply state which program, scholarship or fellowship you wish to benefit)."

"In making this gift it is my intention to serve the Santa Cruz campus of the University of California and its students and I desire that the foregoing statement of purpose be liberally construed so that the above objectives may be fully accomplished. If, at any time in the judgment of the Chancellor of the Santa Cruz campus of the University of California, changed circumstances substantially interfere with the beneficial realization of such purposes, then the funds may be used for such other similar purposes as the Chancellor of UCSC in his/her/their discretion determines to be consistent with my interests and intentions."

Bequest of Specific Personal Property

"I hereby give, devise and bequeath to the Regents of the University of California, Santa Cruz campus, located at 1156 High Street, Santa Cruz, California, 95064 DESCRIPTION OF PROPERTY to be directed by the _____________ Department/College for use in the ______________ (insert specific purpose or simply state which program, scholarship or fellowship you wish to benefit)."

"In making this gift it is my intention to serve the Santa Cruz campus of the University of California and its students and I desire that the foregoing statement of purpose be liberally construed so that the above objectives may be fully accomplished. If, at any time in the judgment of the Chancellor of the Santa Cruz campus of the University of California, changed circumstances substantially interfere with the beneficial realization of such purposes, then the funds may be used for such other similar purposes as the Chancellor of UCSC in his/her/their discretion determines to be consistent with my interests and intentions."

Bequest of Specific Real Estate

"I hereby give, devise and bequeath to the Regents of the University of California, Santa Cruz campus, located at 1156 High Street, Santa Cruz, California, 95064 all of the right, title and interest in and to the real estate located at ADDRESS OR DESCRIPTION OF PROPERTY to be directed by the _____________ Department/College for use in the ______________ (insert specific purpose or simply state which program, scholarship or fellowship you wish to benefit)."

"In making this gift it is my intention to serve the Santa Cruz campus of the University of California and its students and I desire that the foregoing statement of purpose be liberally construed so that the above objectives may be fully accomplished. If, at any time in the judgment of the Chancellor of the Santa Cruz campus of the University of California, changed circumstances substantially interfere with the beneficial realization of such purposes, then the funds may be used for such other similar purposes as the Chancellor of UCSC in his/her/their discretion determines to be consistent with my interests and intentions."

2. Percentage Bequest

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

"I hereby give, devise and bequeath to the (UC Santa Cruz Foundation/ Regents of University of California, Santa Cruz campus) located at 1156 High Street, Santa Cruz, CA, 95064 located at 1156 High Street, Santa Cruz, CA, 95064, ____ percent (___%) of my total estate, determined as of the date of my death, to be directed by the _____________ Department/College for use in the ______________ (insert specific purpose or simply state which program, scholarship or fellowship you wish to benefit)."

"In making this gift it is my intention to serve the Santa Cruz campus of the University of California and its students and I desire that the foregoing statement of purpose be liberally construed so that the above objectives may be fully accomplished. If, at any time in the judgment of the Chancellor of the Santa Cruz campus of the University of California, changed circumstances substantially interfere with the beneficial realization of such purposes, then the funds may be used for such other similar purposes as the Chancellor of UCSC in his/her/their discretion determines to be consistent with my interests and intentions."

3. Residual Bequest

"I hereby give, devise and bequeath to the (UC Santa Cruz Foundation/ Regents of University of California, Santa Cruz campus) located at 1156 High Street, Santa Cruz, CA, 95064 (ALL OR A PERCENTAGE) of the rest, residue and remainder of my estate to be directed by the _____________ Department/College for use in the ______________ (insert specific purpose or simply state which program, scholarship or fellowship you wish to benefit)."

"In making this gift it is my intention to serve the Santa Cruz campus of the University of California and its students and I desire that the foregoing statement of purpose be liberally construed so that the above objectives may be fully accomplished. If, at any time in the judgment of the Chancellor of the Santa Cruz campus of the University of California, changed circumstances substantially interfere with the beneficial realization of such purposes, then the funds may be used for such other similar purposes as the Chancellor of UCSC in his/her/their discretion determines to be consistent with my interests and intentions."

4. Contingent Bequest

"If (primary beneficiary) does not survive me, then I hereby give, devise and bequeath to the (UC Santa Cruz Foundation/ Regents of University of California, Santa Cruz campus) located at 1156 High Street, Santa Cruz, CA, 95064 (DESCRIPTION OF PROPERTY) to be directed by the _____________ Department/College for use in the ______________ (insert specific purpose or simply state which program, scholarship or fellowship you wish to benefit)."

"In making this gift it is my intention to serve the Santa Cruz campus of the University of California and its students and I desire that the foregoing statement of purpose be liberally construed so that the above objectives may be fully accomplished. If, at any time in the judgment of the Chancellor of the Santa Cruz campus of the University of California, changed circumstances substantially interfere with the beneficial realization of such purposes, then the funds may be used for such other similar purposes as the Chancellor of UCSC in his/her/their discretion determines to be consistent with my interests and intentions."

Contact Us


Please contact us if you have any questions about how to make a bequest to UC Santa Cruz or to request any additional information that might be helpful to you and your attorney as you consider making a bequest to us.

If you have included a bequest for UC, Santa Cruz in your estate plan, let us know. We want to ensure that your wishes can be honored and would like to thank you and recognize you for your gift.

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