Information on leaving a bequest in the US

The University of York is an exempt charity under Schedule 3 of the Charities Act 2011. It does not have a registered number issued by the UK Charity Commission but is in law a charity.

Find out more

The University of York in America is an organisation exempt from taxes under section 501(c)(3) of the Internal Revenue Code. (EIN number: 30-0241333). Any bequests to the University of York in America are tax deductible.

Bequest to the University of York

Residuary gift (percentage of estate):

I give ... % of the residue  of my estate (before the deduction of inheritance tax, if any is payable) to the University of York, Heslington, York, England, United Kingdom, YO10 5DD.

I declare that the receipt of the proper officer for the time being of the University shall be sufficient discharge to my executors.

Pecuniary gift (specific sum of money):

I give the sum of $ … to the University of York, Heslington, York, England, United Kingdom, YO10 5DD.

I declare that the receipt of the proper officer for the time being of the University shall be sufficient discharge to my executors.

Bequest to the University of York in America

I hereby give, devise and bequeath to the University of York in America,

(a) [insert percentage] percent of the rest, residue and remainder of my estate.

or

(b)  the sum of $ [insert amount] as an unrestricted gift to be used in the area of greatest need at the time the gift is received [or list specific purposes], 

or if said University of York in America is not in existence at the time of my death then to the University of York in Heslington, England, United Kingdom for such purposes as stated above.