Planned Giving - Define Your Legacy and Make a Difference!

Planned Giving

With thoughtful planning, anyone can provide for their financial goals and help Jacksonville University continue to be an extraordinary place to learn. Planning may allow you to:
  • Benefit family and friends while providing for the university that is important to you
  • Leave a personal legacy that reflects your values and beliefs
  • Take advantage of possible tax benefits
  • Receive the satisfaction of giving back in a meaningful way
Legacy gifts take many forms, and reasons to include JU in one's financial and estate plan are as unique as each individual, but they share a single purpose: to ensure that Jacksonville University will prosper in the future.

We appreciate the continued commitment of alumni and friends to JU students and thank them for all they do to make our good work possible. We would be honored to assist you, too. JU's success depends on your vision and generosity.
How to Make a Difference at JU
You want to make a difference at JU, but don't know where to begin? Identify your goals and review possible strategies to achieve them.
Read More...
Plan Your Gift At Any Age
Simple Planning Tips to protect your family and support JU too!
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Bequest Language

The following includes several examples of suggested bequest language to benefit Jacksonville University.

Each individual situation is unique and, therefore, these examples include only some of the possible gift opportunities. Dollar amounts, percentages and restricted uses should be adjusted to accomplish your gift plan. To ensure that your wishes will be properly followed and recognized, we encourage you to share your final will provision with JU's department of Planned Giving in the office of University Advancement. You may contact us anytime at 904.256.7928. All information is kept strictly confidential.

To Jacksonville University for Unrestricted Purposes:

Cash Bequest

"I hereby give, devise, and bequeath the sum of $___________to Jacksonville University, Jacksonville, FL for its unrestricted use and purpose."

Percentage Bequest

"I hereby give, devise, and bequeath ____% of the rest, residue, and remainder of property owned at my death, whether real or personal, and wherever located, to Jacksonville University, Jacksonville, FL for its unrestricted use and purpose."

Contingent Bequest

"If my brother John Doe survives me, I hereby give, devise, and bequeath ____% of the rest, residue, and remainder of property owned at my death, whether real or personal, and wherever located, to John Doe. If John Doe does not survive me, then I give, devise, and bequeath ____% of my residuary estate, whether real or personal, and wherever located, to Jacksonville University, Jacksonville, FL for its unrestricted use and purpose."

To Jacksonville University for Restricted Purposes:

Cash Bequest

"I hereby give, devise, and bequeath the sum of $_________to Jacksonville University, Jacksonville, FL to be used for ________. It is understood and agreed that should the purpose for which this bequest is instituted cease to exist, then Jacksonville University may devote said bequest for such other uses and purposes as it determines to be in accordance with my original intent in making this gift."

Percentage Bequest

"I hereby give, devise, and bequeath ____% of the rest, residue, and remainder of property owned at my death, whether real or personal, and wherever located, to Jacksonville University, Jacksonville, FL to be used for ________. It is understood and agreed that should the purpose for which this bequest is instituted cease to exist, then Jacksonville University may devote said bequest for such other uses and purposes as it determines to be in accordance with my original intent in making this gift."

Contingent Bequest

"If my brother John Doe survives me, I give, devise, and bequeath ____% of the rest, residue, and remainder of property owned at my death, whether real or personal, and wherever located, to John Doe. If John Doe does not survive me, then I give, devise, and bequeath ____% of my residuary estate, whether real or personal, and wherever located, to Jacksonville University, Jacksonville, FL to be used for __________. It is understood and agreed that should the purpose for which this bequest is instituted cease to exist, then Jacksonville University may devote said bequest for such other uses and purposes as it determines to be in accordance with my original intent in making this gift."
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