Bequests

Bequests to United Way of Olmsted County

A bequest allows you to leave United Way of Olmsted County a specific dollar amount, a percentage of your estate or a conditional gift after your lifetime.  It is the easiest and most popular way for you to make a future, lasting commitment to us.  To make your gift, please share the following wording with your attorney, who will add it to your will or living trust.

Specific Bequest:  “I give and bequeath to United Way of Olmsted County, Inc.,  Rochester, Minnesota the sum of $ ________ for its general purposes.”

Percentage Bequest:  "I give and bequeath to the United Way of Olmsted County, Inc., Rochester, Minnesota ______ percent of the rest, residue and remainder of my estate for its general purposes.”

Restricted Bequest

“I give and bequeath to the United Way of Olmsted County, Inc., Rochester, Minnesota, the sum of (or property herein described) ______________________________________, to be used for ___________________________________ purposes. At any time, however, in the event the original purpose of the gift no longer exists as determined by the United Way of Olmsted County, Inc. board, the United Way of Olmsted County, Inc. board shall redirect the proceeds of this gift to another purpose as similar as possible determined by the board.”

Contingent Bequest

Sample language:

"If my brother John Doe survives me, I give and bequeath _____% of the remainder and residue of property owned at my death, whether real or personal, and wherever located to John Doe.  If John Doe does not survive me, then I devise and bequeath _____% of my residuary estate, whether real or personal property and wherever located to the United Way of Olmsted County, Inc."

You may make a contingent bequest to take effect only if those named as primary beneficiaries predecease you:

“If any or all the above named beneficiaries do not survive me, then I hereby give the share that otherwise would be (his/hers/theirs) to the United Way of Olmsted County, Inc.”

Provisions under the will can also be structured in such a way as to utilize and fund additional life income gifts or deferred gift arrangements.

For all documents the following is the Legal Name and Address:

United Way of Olmsted County, Inc.
903 West Center Street, Suite 100
Rochester, Minnesota  55902
Telephone: 507-287-2000
Fax:  507-287-2063
President: Jerome Ferson

The above information is not legal advice.  For legal advice, please contact your attorney.