Bequests
(Sample language)

• Unrestricted Gift
  A gift that can be used where need or opportunity is greatest:
  I give to
  • Jefferson Medical College of Thomas Jefferson University
  • Jefferson College of Graduate Studies of Thomas Jefferson University
  • Jefferson College of Health Professions of Thomas Jefferson University
  • Thomas Jefferson University Hospital
  , a non-profit 501(c)(3) corporation, located in Philadelphia, PA the sum of $_______* for its general purposes.
• Gift for a Specific Purpose:
  I give to
  • Jefferson Medical College of Thomas Jefferson University
  • Jefferson College of Graduate Studies of Thomas Jefferson University
  • Jefferson College of Health Professions of Thomas Jefferson University
  • Thomas Jefferson University Hospital
  , a non-profit 501(c)(3) corporation, located in Philadelphia, PA the sum of $_______* to be used for [state purpose].
• Perpetual Endowment Fund
  A gift that benefits us in perpetuity:
  I give to
  • Jefferson Medical College of Thomas Jefferson University
  • Jefferson College of Graduate Studies of Thomas Jefferson University
  • Jefferson College of Health Professions of Thomas Jefferson University
  • Thomas Jefferson University Hospital
  , a non-profit 501(c)(3) corporation, located in Philadelphia, PA the sum of $_______*, to be used as a permanent endowment, the income only from which shall be used for its general purposes (or describe the specific purpose, if desired).
• Residuary Bequest
  Leaves any remainder after all other bequests have been paid:
  All the rest, residue, and remainder of my estate, both real and personal, I give to
  • Jefferson Medical College of Thomas Jefferson University
  • Jefferson College of Graduate Studies of Thomas Jefferson University
  • Jefferson College of Health Professions of Thomas Jefferson University
  • Thomas Jefferson University Hospital
  , a non-profit 501(c)(3) corporation, located in Philadelphia, PA for its general purposes.
• Contingent Bequest
  Takes effect only if a primary intention can't be met:
  If (name of beneficiary) does not survive me, or shall die during the administration of my estate, or as a result of a common disaster, then I give to
  • Jefferson Medical College of Thomas Jefferson University
  • Jefferson College of Graduate Studies of Thomas Jefferson University
  • Jefferson College of Health Professions of Thomas Jefferson University
  • Thomas Jefferson University Hospital
  , a non-profit 501(c)(3) corporation, located in Philadelphia, PA all of the rest, residue, and remainder of my estate, to be used for its benefit.
• Safety Language
  Language added whenever a gift is restricted:
  In the event the purposes of the restriction, in the opinion of the Board of Directors of Thomas Jefferson University, can no longer be served, the Board may devote any remaining assets exclusively for charitable purposes that: (a) are within the scope of the charitable purposes of Thomas Jefferson University, and (b) most nearly approximate the original purpose of the gift.

* Rather than leaving a sum certain, you can include language that refers to a percentage of your estate or a description of the property you wish to give.

For more information

Email us, complete the personal illustration form, or call us at 215-955-8818 so that we can assist you through every step of the process.