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Planned Giving

Bequest Language

One of the easiest and most frequently used methods to make a planned gift to Claremont Graduate University is through a bequest. A simple statement in your will or living trust is all it takes. For example:

Specific bequest
With a specific bequest, you may stipulate that a certain percentage of your estate, a certain dollar amount, or particular assets be given to CGU. Examples of such language may include:

  • "I give to the School of ________ at Claremont Graduate University, a nonprofit corporation located in Claremont, CA, the sum of $_________ ."

  • "I give to the School of ________ at Claremont Graduate University, a nonprofit corporation located in Claremont, CA, _______ % of my estate."

  • "I give to the School of ________ at Claremont Graduate University, a nonprofit corporation located in Claremont, CA, the following described property: [describe property]."

Residuary bequest
With a residuary bequest, you may state that all, or a portion, of the estate be given to CGU after specific gifts are distributed to other beneficiaries. Examples of such language may include:

  • "I give to the School of_________ at Claremont Graduate University, a nonprofit corporation located in Claremont, CA, all of the rest, residue, and remainder of my estate,
  • for the university's general endowment fund.
  • for a fellowship.
  • however the university chooses to use this bequest."

  • "I give to the School of _________ at Claremont Graduate University, a nonprofit corporation located in Claremont, CA, _______% of the rest, residue and remainder of my estate,

  • for the university's general endowment fund.
  • for a fellowship.
  • however the university chooses to use this bequest."

Unrestricted bequest
An unrestricted bequest-the last example-is of special value due to the flexibility it provides the university. Should you have a special interest at the university or would like to give to a particular school, please discuss your bequest intention with Claremont Graduate University to ensure your objectives can be met. You can reach us at (909) 621-8027 or plannedgiving@cgu.edu.


Bequest Intention Form
Ready to make your bequest? Let us know of your Bequest Intention today.

Contact Us
Please let us know if you have included Claremont Graduate University in any of your planning so we can properly record your gift intention and welcome you as a new member of the Blaisdell Society.