Planned Giving

Planning for the future means protecting the people and causes that matter most to you. By including Slippery Rock University in your estate plans, you can create a lasting legacy that supports future generations of students while ensuring your own wishes are carried out.

One of the simplest and most meaningful ways to support the University is through a bequest. A bequest is a gift designated in your will, trust, or other estate-planning documents. For many alumni and friends, it provides an opportunity to make a significant future gift without affecting their current financial resources.
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A bequest allows you to leave a specific asset, a designated dollar amount, or a percentage of your estate after providing for your loved ones. While this gift costs nothing today, it can have a profound impact on the future of Slippery Rock University. Bequests of all sizes have helped shape the University’s growth, strengthen academic programs, and provide opportunities for generations of students.

There are many ways to structure a bequest, and you and your attorney can determine the option that best aligns with your personal goals and circumstances. Whatever form it
takes, your gift will help ensure that the mission and traditions of Slippery Rock University continue for years to come.

Below are some examples:

Specific Bequest

A specific bequest allows you to leave a designated dollar amount or particular assets to Slippery Rock University. These assets may include securities, real estate, or tangible personal property such as artwork, antiques, or other valuable items.

Residuary Bequest

A residuary bequest directs all or a percentage of the remaining assets in your estate to Slippery Rock University after provisions have been made for your loved ones and other obligations have been fulfilled.

Retirement Plan​

Naming Slippery Rock University as a beneficiary of all or a portion of your IRA, 401(k), or other qualified retirement plan can be one of the most tax-efficient ways to make a future gift. This simple designation may allow your assets to support the University’s mission while potentially reducing tax burdens on your heirs.
Sample Bequest Language
Attorneys preparing wills and trusts containing provisions for Slippery Rock should keep in mind that the sole agent authorized to receive private gifts made to the university is the Slippery Rock University Foundation.
Outright Bequest
I give, devise, and bequeath to the Slippery Rock University Foundation the sum of ___ dollars / ___ percent of my estate, to be used (e.g., for its general purposes, to establish a named scholarship fund, for a specific school or program, or for a particular purpose decided upon in advance in consultation with a qualified foundation representative).
Bequest of Residuary Estate
All the rest, residue, and remainder of my estate, both real and personal property of whatever nature and wheresoever situated, which I may own or have the right to dispose of at the time of my death, I give, devise, and bequeath to the Slippery Rock University Foundation, to be used for ___.

Interested in learning more?

Email Us or call 724.738.2004