Contact

Sara A. Way
Assistant Vice President for Institutional Advancement and Executive Director of the College Foundation
(315) 684-6020
waysa@morrisville.edu


Torin J. Washington
Director of Annual Giving
(315) 684-6020
washintj@morrisville.edu

Gifts by Will

How It Works

  1. You include a bequest provision in your will or revocable trust
  2. At your death Morrisville State College receives the bequest you specified

Benefits

  • You may change your bequest at any time
  • You control the property funding the bequest during your lifetime
  • Your bequest will not be subject to any potential federal estate tax
  • You provide future support for Morrisville State College

Specific Amount or Percentage Bequest

A specific amount or percentage of one’s estate bequest is one of the most popular types of charitable bequests. With such a bequest, you designate that the Morrisville College Foundation receives a specific dollar amount, percentage of your estate or a specific piece of property.

Bequest Language Example

I give and devise to the Morrisville College Foundation, Morrisville, New York, the sum of $__________ dollars (or state percentage of estate) to be held, administered, and used by the Board of Trustees for support of the Morrisville College Foundation in the area of _______________________.

I instruct that all of my charitable gifts shall be made, to the extent possible, from property that constitutes “income in respect of a decedent” as that term is defined in the Internal Revenue Code.

Residuary Bequest

A residuary bequest is used to give Morrisville College Foundation all or a portion of your property after all debts, taxes, expenses and other beneficiaries have been paid.

Bequest Language Example

I give and devise to the Morrisville College Foundation, Morrisville, New York, all (or state percentage) of the rest, residue, and remainder of my estate, both real and personal, to be held, administered, and used by the Board of Trustees for support of the Morrisville College Foundation in the area of greatest opportunity (or the residual percentage may be designated to your college, degree, academic, athletic or cultural program/department of your choice).

I instruct that all of my charitable gifts shall be made, to the extent possible, from property that constitutes “income in respect of a decedent” as that term is defined in the Internal Revenue Code. 

Contingent Bequest

In anticipation of an unexpected occurrence, or if there should be certain other specific conditions that apply, a contingent bequest will ensure that property will pass to the Morrisville College Foundation rather than to unintended beneficiaries.

Bequest Language Example

If (insert name or names) does not survive me, I give and devise to the Morrisville College Foundation, Morrisville, New York, all the rest, residue, and remainder of my estate, both real and personal, to be held, administered, and used by the Board of Trustees for support of the Morrisville College Foundation in the area of greatest opportunity (or designated to your college, degree, academic, athletic or cultural program/department of your choice).

I instruct that all of my charitable gifts shall be made, to the extent possible, from property that constitutes “income in respect of a decedent” as that term is defined in the Internal Revenue Code.

Restricted Designation Bequest

Bequest Language Example

I give and devise to the Morrisville College Foundation, Morrisville, New York, the sum of $__________ (or state percentage of distributable estate) to be held, administered, and used by the Board of Trustees for the establishment of a specific endowed scholarship/fellowship or discretionary fund (for the college, degree, academic, athletic or cultural program/department of your choice) at Morrisville College Foundation.

The earnings from the fund are to be disbursed at the discretion of the dean of the college (or director of the program) per the terms of the completed endowed fund agreement signed and on record at the Morrisville College Foundation. This endowed fund shall be named the _______________________________________ Endowed Fund.

I instruct that all of my charitable gifts shall be made, to the extent possible, from property that constitutes “income in respect of a decedent” as that term is defined in the Internal Revenue Code.

Give a gift online or contact:
Torin J. Washington
Director of Annual Giving
(315) 684-6020
washintj@morrisville.edu