Including Oberlin in Your Will
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Bequests to Oberlin through wills or trusts traditionally have been a large source of endowment support. Each individual legacy contributes to Oberlin’s financial stability. Just as the bequests of past alumni have helped to create the Oberlin of today, the continuation of this tradition of remembrance will help ensure a financially sound and academically strong Oberlin for tomorrow. An estate gift to Oberlin through a will or trust will qualify your estate for an estate tax charitable deduction equal to the entire amount you bequeath.

You may make a pecuniary or specific bequest to Oberlin of cash, securities, or other property by designating a specific dollar amount, a particular asset, or a fixed percentage of your estate. This type of gift is most often made by naming Oberlin to receive a percentage of your residual estate.

You may make a bequest of all or a portion of your residuary estate to Oberlin after you have provided for all other beneficiaries by specific bequests.

You may make Oberlin a contingent beneficiary of your estate by stipulating that Oberlin will receive all or a portion of your estate if your named beneficiaries do not survive you.

You may make Oberlin the remainder beneficiary of a trust which you establish in your will or during your life to provide income to one or more beneficiaries for life. Oberlin would then receive the principal of the trust at the death of the last surviving beneficiary. Such a trust arrangement may include any of the charitable life income plans outlined on this site or a marital trust that pays all income to your spouse for his or her life.

Taking the next step:

To learn more about bequests, please contact the Gift Planning staff at gift.planning@oberlin.edu or 440-775-8599. We also encourage you to fill out the request for more information form so we may better assist you.

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