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Donors

Considering a gift?

We can help.

Free resources

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The following brochures provide additional information on a variety of gift plan options. Choose as many titles as you wish. We are happy to send them via mail or email.

Choose one or more:
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Writing or updating your will can feel overwhelming. Let us help you simplify the process by sending you our free Will and Estate Planning Guide, designed to walk you through the process of considering your goals, determining how you want your assets distributed, and organizing the relevant documents.

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Will and Estate Planning Guide
Please send me your Will and Estate Planning Guide. I am currently:

Will and Estate Planning Guide Request

Additional Brochures
In addition to the Will and Estate Planning Guide, please send me the following brochure(s):

Additional Brochures
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If you would like to know more about a specific gift option, please complete the form below and we will be happy to provide helpful information.

Select the assets you are thinking about using to fund the gift:

Gift Amount

Age or birth date(s) of each beneficiary

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Address

IRA owners age 73 and older may need to take annual required minimum distributions (RMDs) from their accounts. Use our RMD Calculator to determine the amount you are required to withdraw. To learn about gift options that count toward your RMD, visit our Gift from an IRA page.

Interested in how a charitable gift annuity might work in your situation to secure an income stream, provide tax benefits, and make a meaningful gift? Try out the CGA calculator to get a personalized illustration. To learn more about CGAs, visit our Charitable Gift Annuity page.

Ready to write your will?

We've partnered with Giving Docs to provide you with free tools to write your will and more. Join with other alumni of UL Lafayette and plan your legacy. Giving Docs is safe, secure and free for life.

Making a gift in your will or with a beneficiary designation?

 

Here is the language your attorney will need to use.

Unrestricted Bequest
I hereby give, devise, and bequeath _________ and No/100 dollars ($DOLLARS) or _____ percentage of my estate to University of Louisiana at Lafayette Foundation, a nonprofit organization located at P.O. Box 44290, Lafayette, LA, 70504, Federal Tax ID #72-6023836, for University of Louisiana at Lafayette's general use and purpose.

 

Specific Bequest

Note: If making a bequest for a specific purpose, please contact us so that we may suggest language that would ensure the university is able to use your gift for your intended purpose.

I hereby give, devise, and bequeath _________ and No/100 dollars ($DOLLARS) or _____ percentage of my estate to University of Louisiana at Lafayette Foundation, a nonprofit organization located at P.O. Box 44290, Lafayette, LA, 70504, Federal Tax ID #72-6023836, to be used for (state purpose).

 

Bequest to an Endowment Fund
Endowment fund gifts established with the Foundation are designed to benefit the University forever. To create an endowment, an Endowed Fund Agreement is required to ensure the gift is used for the designated purpose. If you have not yet established a Fund, please contact us for more information.

 

Residual Bequest
I hereby give, devise, and bequeath to University of Louisiana at Lafayette Foundation, a nonprofit organization located at P.O. Box 44290, Lafayette, LA, 70504, Federal Tax ID #72-6023836, ALL OR A PERCENTAGE of the rest, residue, and remainder of my estate to be used for University of Louisiana at Lafayette's general use and purpose.

 

Contingent Bequest
If (primary beneficiary's name) does not survive me, then I hereby give, devise, and bequeath to University of Louisiana at Lafayette Foundation, a nonprofit organization located at P.O. Box 44290, Lafayette, LA, 70504, Federal Tax ID #72-6023836, Description of Bequest to be used for University of Louisiana at Lafayette's general use and purpose.