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Bequests

A bequest in your will or revocable living trust allows you to:

  • Make a significant contribution to Schepens Eye Research Institute

  • Maintain control of your funds during life

  • Perpetuate your lifetime giving in support of eye research

  • Create a named endowed fund that have expanded our ability to seek the causes and cures of blinding diseases

  • Establish a thoughtful memorial in honor of a loved one

  • Reduce or eliminate estate taxes 

Bequest Types

Specific Bequest

Provide for the payment of a specific amount or distribution of particular assets of property to the Institute.

Residuary Bequest

After providing for family members and loved ones, designate all or a percentage of your remaining estate to support the Institute’s research.

Sample Bequest Language

The most useful bequest is an unrestricted bequest for the general purposes of Schepens Eye Research Institute. This permits the Institute to use your gift wherever it is most needed at the time:

Suggested language for making an unrestricted bequest

"I give and bequeath [the sum of ____ dollars] [all or ____ percent of the residuary of my estate] to Schepens Eye Research Institute, 20 Staniford Street, Boston, MA 02114, for its general purposes."

Suggested language for a specific purpose

"I give [the sum of ____ dollars] [all or ____ percent of the residuary of my estate] to Schepens Eye Research Institute, 20 Staniford Street, Boston, MA 02114, for the following purpose: [state the purpose]."

Important!

If you specify a use for your bequest, the following language will assure that your gift will always remain productive:

"If at any time in the judgment of the Trustees of Schepens Eye Research Institute, the designated use of this bequest is no longer practicable or appropriate, then the Trustees shall use the bequest to further the general purposes of the Institute, giving consideration, where possible, to my special interest as described above."

More Information

To learn more about making a bequest to Schepens Eye Research Institute, please contact us. If you have already included The Institute in your will or estate plans, you are eligible for membership in the William Wolff Society.

Click here to read a donor's story.