I. Specific Bequest to Establish a Named Permanent Endowment Fund

A. I give the Southern Oregon University Foundation, an Oregon not-for-profit corporation, with its principal place of business at 1250 Siskiyou Blvd., Ashland, OR 97520, tax identification number 23-7030910, (_______% of the residual) or (the sum of $__________), to establish the _________________ Permanently Endowed Fund to benefit the Department of ________ at Southern Oregon University.

-Or-

B. I give the Southern Oregon University Foundation, an Oregon not-for-profit corporation, with its principal place of business at 1250 Siskiyou Blvd., Ashland, OR 97520, , tax identification number 23-7030910, (_______% of the residual) or (the sum of $__________), to establish the _________________ Permanently Endowed Fund, as outlined in an endowment description previously agreed to by the Southern Oregon University Foundation and me.

II. Unrestricted Bequest, Designated for a Particular Department or Program

A. I give the Southern Oregon University Foundation, an Oregon not-for-profit corporation, with its principal place of business at 1250 Siskiyou Blvd., Ashland, OR 97520, , tax identification number 23-7030910, (_________% of the residue of my estate) or (the sum of $__________), for the benefit of the Department of _______ at Southern Oregon University.

III. Designated Bequest for Scholarships

A. I give the Southern Oregon University Foundation, an Oregon not-for-profit corporation, with its principal place of business at 1250 Siskiyou Blvd., Ashland, OR 97520, , tax identification number 23-7030910, (_________ % of the residue of my estate) or (the sum of $__________) for scholarships to give preference to those students that demonstrate financial need and are planning to enroll in the Department of ________at Southern Oregon University.

Get Sound Financial and Legal Advice
This information is not intended as legal, tax or investment advice. You are encouraged to seek the advice of your own financial and legal advisors; be sure to seek the counsel of an attorney who specializes in probate and estate planning prior to finalizing this or any other aspects of your estate plan. If you’re planning to create a gift to the SOU Foundation, whether outright, deferred, or a combination of the two, we would be happy to work with your attorney and financial advisors to find the method that works best for you.