While doing estate planning, some donors find it helpful to have sample will language to share with their attorney. Here is some language that we would suggest:

"I give, devise, and bequeath to Carleton College, a non-profit Minnesota corporation, located at One North College Street, Northfield, Minnesota, the sum of $____ (or, ___ percent of my estate, or, ___ percent of the residue of my estate) to be used for such purposes as the Board of Trustees determines at the time this bequest becomes effective."

If You Wish to Designate Your Gift

Will or trust provisions can be designated for a specific purpose at Carleton, such as scholarship funds, library funds, faculty development, or support for academic departments.

If you wish to designate a specific use for your gift, we encourage you to contact our Office of Major and Planned Giving to ensure that the College understands your wishes.

For designated (restricted) bequests, some donors add language in their will that gives the College flexibility to use their bequest for some other purpose in the event that the project or purpose designated by the donor is no longer needed when the funds become available. This can be accomplished by adding the following sentence at the end of your bequest provision:

"If, at the time this bequest becomes effective, the funds are not needed for this purpose, then the Board of Trustees may direct the funds to be used for a purpose as closely related as possible to the original purpose described in this provision."

For more information

To learn more about including Carleton in your will, please contact our Office of Major and Planned Giving.