Bequest Language

If you are considering including Wentworth in your will, we recommend you discuss your options with your advisors.

Intent for Planned Gift

I/we desire to support Wentworth Institute of Technology through a provision in my/our estate plans.

I/we understand that this future commitment can be revoked or modified by me/us at any time.

Details of Planned Gift

I/we have made a provision to leave a legacy to Wentworth Institute of Technology through the following (please check all that apply):

Bequest in Will or Living Trust
Beneficiary Designation (Retirement Plan, Life Insurance, etc.)
Charitable Remainder Trust
Charitable Gift Annuity
Other (please specify): _______________________________

Estimated Value of Gift*:

$ _________ or ________% of my estate
(*This amount is confidential. If your gift is a percentage of your estate, feel free to include the approximate value. This statement is not legally binding.)

Purpose of Gift (Choose one):

Unrestricted (use where most needed)
Restricted (please specify):

Next of Kin Contact Information (Not the co-donor listed above, if any. List a close relative, friend, or personal representative).

Name:
Address:
Phone:
Email:

Estate Attorney Contact Information

Name:
Address:
Phone:
Email:

Gift Recognition Preference

I/we are happy to be recognized publicly for this gift.
I/we wish for this gift to remain anonymous.

Documentation Provided

I/we have included documentation of this gift (e.g., copy of the will, trust, or beneficiary form).
Documentation will be provided later.

Donor Acknowledgment

By signing below, I/we acknowledge that this form expresses intent to make a future gift to Wentworth Institute of Technology. I understand that this form is not legally binding and that I can modify or revoke my gift at any time.

*Note: If you wish to plan a gift of real or personal property, or wish to make your gift for a specific purpose or program, you must speak with our staff to ensure that your intentions can be carried out as you would like.

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