Suggested Bequest Language for Specific Colleges, Schools, and Programs
"The University of Hartford, West Hartford, Connecticut, (E.I.N. 06-0731360)" is the recommended way to designate any charitable bequest or provision to the University of Hartford.

Endowed Scholarship Funds

Bequests and assignments to specific colleges, schools, and programs that are part of the University are permissible and welcomed, but gifts with the broadest scope and least restrictive designations are in most cases considered to be preferable to more restrictive gifts.

Please bear in mind that revenue generated by an endowed fund can only be spent if it meets the exact specifications provided by the donor by means of an appropriate testamentary instrument. This can be taken care of most effectively during the donor's lifetime by creating a deed of gift. Donors should take care to provide the University with an alternative spending option should the name of the program or the originally intended purpose of the Fund either change or cease to exist in the fullness of time.

One suggestion is to make sure that the following sentence is included in your bequest provision if you haven't already included it in your deed of gift:

"In the event that there occurs a change or failure of the circumstances to such an extent that the original purpose of the Fund ceases to exist, the Regents have the power and authority to use the Fund and its income at their discretion for general purposes or a purpose that most closely approximates the original purpose of the Fund. I/we request, however, that such change will occur only after I/we, if living, am/are informed."

Another suggestion is to make your bequest to The University of Hartford as described above, and insert the phrase ". . . with a preference for {specify a college, school, fund or program}". This will ensure that the University has the greatest flexibility in honoring your original intent.

Following are the currently preferred designations within the University of Hartford:

• College of Arts and Sciences
• Barney School of Business
• College of Education, Nursing and Health Professions
• College of Engineering, Technology, and Architecture
• The Greenberg Center for Judaic Studies
• Hartford Art School -- Gifts to be designated to the Hartford Art School should be referred to either "The University of Hartford's Hartford Art School" or to the "Hartford Art School, Inc., a corporation that maintains an endowment for the benefit of the Hartford Art School of the University of Hartford"
• Hartford College for Women - Bequests intended for the Hartford College for Women should be directed to either of the following entities which continue to support the campus and the mission of the HCW:
  • Women's Education Legacy Fund or
  • Center for Professional Development
• The Hartt School
• Hillyer College
• University of Hartford Athletics
• University Libraries:
  • William H. Mortensen Library or
  • Allen Memorial Library

If you or your advisers have any questions about your charitable plans or intentions for the University of Hartford, please contact our Director of Planned Giving.

For more information on Planned Giving, contact Peter Congleton at 860.768.2415 or congleton@hartford.edu


Please note that the University of Hartford does not provide tax or legal advice. Gift calculations may be provided for illustrative purposes only, and the actual values may vary based on the timing and nature of your gift. Advice from legal and tax counsel should be sought when considering a charitable gift of any kind.