Learn About Wills and Bequests


What are the benefits of making a bequest to University of New England (UNE)?

  1. You leave a lasting UNE legacy to be remembered.
  2. You lessen the burden of taxes on your family.
  3. You may receive estate tax savings.
  4. It is one of the easiest gifts to make to support UNE

How do I make a bequest?

With the help of an advisor, you can include language in your will or trust specifying a gift be made to family, friends or University of New England as part of your estate plan.

A bequest can be made in several ways:
  1. You can gift a specific dollar amount or asset.
  2. You can gift a percentage of your estate.
  3. You can gift from the balance or residue of your estate.
  4. You can make a beneficiary designation of certain assets.
View Types of Bequests and Sample Bequest Language

How can I learn more?

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