A Gift in Your Will or Living Trust
Wills and trusts are the foundations of many people's estate plans. They remain simple and flexible tools that enable you to provide for your family members and to support charitable causes.
When you leave a gift for Oberlin in your will or trust, you are ensuring that the College and Conservatory will continue to educate students well into the future.
You can choose to leave a specific amount, or you can designate a percentage of your estate to come to Oberlin.
Here is language you can use in your document:
For an Unrestricted Gift:
"I give (a specific asset) or ($__ dollars) or (__ percent of the rest, residue, and remainder of my estate) to Oberlin College, Oberlin, Ohio, to be used for its general purposes."
For a Specific Use Gift:
"I give (a specific asset) or ($__ dollars) or (__ percent of the rest, residue, and remainder of my estate) to Oberlin College, Oberlin, Ohio, to be used for the following purpose: (state the purpose, e.g., 'to establish the John and Jane Doe 'scholarship fund'.) If in the judgment of The Trustees of Oberlin College, it becomes impossible to accomplish the purpose of this gift, the income or principal may be used for such related purposes and in such manner as determined by its Board of Trustees."
Learn more using our Estate Gifts info sheet.
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- Contact our Office of Gift Planning at (440) 775-8599 or email@example.com for additional information on bequests or to chat more about the different options for including Oberlin in your will or estate plan.
- Seek the advice of your financial or legal advisor.
- If you include Oberlin in your plans, please use our legal name and Federal Tax ID.
Legal Name: Oberlin College
Address: 50 West Lorain Street Oberlin, OH 44074
Federal Tax ID Number: 34-0714363
Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.