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Bequest
(Checklist)

When including a bequest provision in your will, always use our full legal name. Have you said: The Marshall University Foundation, Inc., a non-profit 501(c)(3) Corporation, headquartered in Huntington, WV?

Be as clear as possible in describing what you want. Have you clearly stated the amount or percentage you would like to leave MU Foundation and whether the gift is unrestricted, restricted or permanently endowed?

Sometimes we are able to resolve specific concerns. If you’ve restricted your gift, have you included language that allows MU Foundation to use the funds in another manner in the event the purpose your gift supports is no longer relevant?

For more information

Email us, complete the personal illustration form, or call us at (304) 696-6214 so that we can assist you through every step of the process.