Bequests

Giving Through Your Will or Living Trust

Every year, the UVA Health is grateful to receive bequests from the estates of our alumni and friends. These gifts make a tremendous difference in the our mission, and UVA's future depends on them. Providing future support through a bequest to your favorite school, center, or program is a wonderful way to leave a special legacy of support for the UVA’s future. When you create or revise your estate plans, we hope you will include UVA Health among your beneficiaries.

You may include a bequest through your will or your living trust by including specific language outlining your support for UVA Health. You may designate a specific amount, specific property or a portion of your entire estate, and you may choose exactly how you want your bequest to be used. You might consider using the language provided below in your will. If you have a living trust, you would simply modify your trust language to direct your trustee to make the desired distributions.

If you've included UVA Health or School of Medicine in your will or living trust, please let us know using this form. Thank you.

  • UNRESTRICTED BEQUEST | UVA HEALTH FOUNDATION 
    (For Unrestricted Use):
    You may designate your bequest for the unrestricted use of UVA Health (an “unrestricted bequest”). Those funds will be applied where the need is greatest at the time your bequest is realized and will provide much-needed support to meet emerging needs. “I give to the University of Virginia Health Foundation, (tax identification #41-2097394) a Virginia public corporation located in Charlottesville, Virginia, the sum of $____________ [or property described herein] [or ____ percent (____%) of the rest of my estate] to be used by UVA Health in its discretion for its general purposes.”
     
  • RESTRICTED BEQUEST | UVA HEALTH FOUNDATION 
    (For a Purpose You Define):
    You may instead designate a specific purpose for your bequest (a “restricted bequest”). For example, a gift may be earmarked to endow a scholarship or research project, for capital improvements, or any program that fits your personal goals and values. “I give to the University of Virginia Health Foundation, (tax identification #41-2097394) a Virginia public corporation located in Charlottesville, Virginia, the sum of $____________ [or property described herein] [or ____ percent (____%) of the rest of my estate] to be used by ___________________ for the following purpose: _________________. I understand that UVA Health and its affiliates will apply a one-time 5% assessment on my gift to support the unrestricted general operating funds of the School of Medicine, School of Nursing, or the Medical Center.”
    * If you want to restrict your bequest to a particular school or program, we recommend that you ask UVA Health development staff to review your intended provision to assure that your wishes will be fulfilled.
     
  • UNRESTRICTED BEQUEST | UVA SCHOOL OF MEDICINE ALUMNI 
    (For Unrestricted Use):
    You may designate your bequest for the unrestricted use of the UVA School of Medicine or UVA Health (an “unrestricted bequest”). Those funds will be applied where the need is greatest at the time the bequest is realized and will provide much-needed support to meet emerging needs. “I bequeath to the University of Virginia Medical School Foundation (tax identification #23-7173411), a Virginia corporation located in Charlottesville, Virginia, the sum of $_______ [or property described herein] [or ____ percent (____%) of the rest of my estate] to be used by the UVA School of Medicine (or UVA Health) at its discretion for its general purposes.”
     
  • RESTRICTED BEQUEST | UVA SCHOOL OF MEDICINE ALUMNI 
    (For a Purpose You Define):
    You may instead designate a specific purpose within the School of Medicine (or UVA Health) for your bequest (a “restricted bequest”). For example, a gift may be earmarked to endow a scholarship or research project, for capital improvements, or toward any program that fits your personal goals and values. “I bequeath to the University of Virginia Medical School Foundation (tax identification #23-7173411), a Virginia corporation located in Charlottesville, Virginia, the sum of $_______ [or property described herein] [or ____ percent (____%) of the rest of my estate] to be used by the UVA School of Medicine (or UVA Health) for the following purpose:___________. I understand that the Medical School Foundation will apply a one-time 5% assessment on my gift to support the unrestricted general operating funds of the School of Medicine.”
    * If you want to restrict your bequest to a particular school or program, we recommend that you ask UVA Health development staff to review your intended provision to assure that your wishes will be fulfilled.

For more information, please click here.
Questions, or ready to get started?
Call us at 800-297-0102 or email uvahealthfoundation@virginia.edu.