Learn About Wills and Bequests

Benefits of Making a Bequest

  1. Leave a lasting legacy
  2. Lessen the burden of taxes on your family
  3. Potentially receive estate tax savings

Learn More

Make a Bequest

A bequest is one of the easiest gifts to make. An advisor can help with language for a will or trust specifying a gift be made to family, friends, or UC Merced as part of an estate plan.

Bequest Options

  1. Donate a specific dollar amount or asset
  2. Donate a percentage of an estate
  3. Donate from the balance or residue of an estate
  4. Make a beneficiary designation of certain assets

Get Started