• A charitable gift could bring a lifetime of benefits

    • You may enjoy a wide variety of tax savings and other benefits
    • You will have the satisfaction of helping UM fulfill its mission
    • You will leave a legacy at UM for generations to come
  • Charitable Gift Annuity

    By donating cash or stock, you can receive a fixed payment from UM for the rest of your lifetime and benefit the U.
    More

  • Gifts of Real Estate

    Donating appreciated real estate, such as a home, vacation property, undeveloped land, farmland, ranch or commercial property can make a great gift to the University of Miami.
    More

  • IRA Gifts

    If you are 70½ or older you may be interested in a planned gift that reduces the income and taxes from your IRA withdrawals. An IRA charitable rollover is a way you can support UM while benefiting yourself. Or at any age, designating UM as a beneficiary of your IRA can be a great way to remove highly taxed assets from your estate.
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  • Bequests

    By designating the University of Miami as a beneficiary in your will, trust or beneficiary designation form, you’re ensuring the future of the University.
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Sample Bequest Language

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

1. Specific Bequest

If you are considering making an outright bequest in your estate plans to the University of Miami, we recommend the following language:

Bequest of a Specific Dollar Amount

I hereby give, devise and bequeath _________ and No/100 dollars ($DOLLARS) to the University of Miami, a nonprofit organization organized and existing under the laws of the State of Florida and located at 6200 San Amaro Drive, Suite 300, Coral Gables, FL, 33146, Federal Tax ID #59-0624458, for the purpose of _____________.

Bequest of Specific Personal Property

I hereby give, devise and bequeath [DESCRIPTION OF PROPERTY] to the University of Miami, a nonprofit organization organized and existing under the laws of the State of Florida and located at 6200 San Amaro Drive, Suite 300, Coral Gables, FL, 33146, Federal Tax ID #59-0624458, for the purpose of _____________.

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 the University of Miami, a nonprofit organization organized and existing under the laws of the State of Florida and located at 6200 San Amaro Drive, Suite 300, Coral Gables, FL, 33146, Federal Tax ID #59-0624458, for the purpose of _____________.

2. Percentage Bequest

If you are considering making a bequest of a percentage of your estate to the University of Miami, 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 the University of Miami, a nonprofit organization organized and existing under the laws of the State of Florida and located at 6200 San Amaro Drive, Suite 300, Coral Gables, FL, 33146, Federal Tax ID #59-0624458, for the purpose of _____________.

3. Residual Bequest

I hereby give, devise and bequeath the rest, residue and remainder of my estate to the University of Miami, a nonprofit organization organized and existing under the laws of the State of Florida and located at 6200 San Amaro Drive, Suite 300, Coral Gables, FL, 33146, Federal Tax ID #59-0624458 to be used for the purpose of _____________.

4. Contingent Bequest

If (primary beneficiary) does not survive me, then I hereby give, devise and bequeath [DESCRIPTION OF PROPERTY] to the University of Miami, a nonprofit organization organized and existing under the laws of the State of Florida and located at 6200 San Amaro Drive, Suite 300, Coral Gables, FL, 33146, Federal Tax ID #59-0624458, to be used for the purpose of _____________.

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 so that your wishes regarding your gift are met.

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

"If, in the opinion of the President or Executive Committee of the Board of Trustees of the University of Miami, it shall become impossible for the University of Miami to use this bequest to accomplish the specific purposes of this bequest, the University of Miami may use this gift for any related purposes, which in the opinion of the President or the Executive Committee of the Board of Trustees will most nearly accomplish the restricted purpose of my bequest."

Contact Us


Please contact us if you have any questions about how to make a bequest to the University of Miami 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 the University of Miami in your estate plan, please contact us to let us know. We would like to thank you and recognize you for your gift.

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