Case Western Reserve University has received much of its financial support through bequests over the years. Bequests are gifts made upon a donor's death, most often through a will.
Your bequest can be given as a specific sum of money; a percentage of your estate; a gift of particular assets, such as shares of stock in a corporation; or a gift of the remainder of your estate after distribution to loved ones. They can also be carried out through other vehicles that become effective at the time of your death: a trust, a life insurance policy, an IRA, or a deferred compensation or 401(k) plan. The manner in which the university is to use your gift can be as specific or as broad as you wish.
It is easy to include the university in your estate plan by adding a simple codicil to an existing will or by including language in a will you are currently having drafted. Or, in some cases, you can fill out a simple beneficiary designation form. +See sample bequest language
If you have included Case Western Reserve University in your estate plans, we hope you will inform us. We want to be able to recognize you for your generous intent and also make sure the gift will be appropriately stewarded.
To start a conversation about leaving your legacy through a bequest to Case Western Reserve, please contact the Office of Planned Giving at 1-877-477-1143.
Gilles Klopman, the Charles F. Mabery Professor Emeritus of Research in Chemistry at Case Western Reserve University and president and CEO of Ohio-based MultiCASE Inc., has made a seven-figure will commitment to the chemistry department in the College of Arts and Sciences. Read more donor stories