Sample Language for Your Will or Trust

PHOTO: David Schmitz

The following language may help you and your attorney draw up a bequest that meets your needs.

“I give to the Tower Foundation of San Jose State University, a not for profit corporation currently located at University Advancement, One Washington Square, San Jose, CA 95192, or its successor thereto, ______________* [written amount or percentage of the estate or description of property] for its unrestricted use and purpose.”

* If you are interested in supporting a specific project or program, it is best to discuss your plans with our planned giving professionals before completing your bequest language to confirm your wishes can be met by San Jose State.

Please note: The policies of San Jose State do not allow San Jose State or its representatives to serve as personal representative, executor, trustee or witness for a will or living trust.

Legal Name:
Tower Foundation of San Jose State University

Address: 
University Advancement
One Washington Square
San Jose, CA 95192

Federal Tax ID number: 
83-0403915

PHOTO: David Schmitz

For More Information

Before deciding about your estate plan, consult an estate planning attorney. To designate how your gift will be put to use, or for more information, contact Randy Balogh, director of planned giving, at 408-924-1123 or randy.balogh@sjsu.edu

Have Questions? I'm Here To Help!

Randy Balogh

Randy Balogh

Director of Planned Giving
408-924-1123
randy.balogh@sjsu.edu

The content found on this site is general in nature and intended to be used for informational purposes only. It should not be relied upon as legal, tax, accounting or other professional advice. To determine how a gift or estate planning decision might affect your particular circumstances, it is expressly recommended that you consult an attorney, financial advisor or other qualified professional.