Bequest
Suggested Bequest Language

Unrestricted Bequests
An unrestricted bequest is one intended for the general and best use by DWU at the discretion of the Board of Trustees. Such a bequest might read:

I give, devise, and bequeath to Dakota Wesleyan University, located in Mitchell, South Dakota, the sum of $____ (or ___% of my trust assets; or all the rest, residue, and remainder of the trust assets). The property comprising this gift may be used to further the educational purposes of Dakota Wesleyan University at the discretion of its trustees.


Restricted Bequests
Donors may restrict the usage of their bequests. A restricted bequest might provide as follows:

I give, devise, and bequeath to Dakota Wesleyan University, located in Mitchell, South Dakota, the sum of $___ (or ___% of my trust assets; or all the rest, residue, and remainder of the trust assets) to be used to establish a permanent endowment fund which shall be known as the ____________ , at Dakota Wesleyan University.
Income from said fund, as determined by applicable University policy, shall [provide scholarships for students who have demonstrated financial need/ be used for research relevant to (state particular interest)/to establish the __________ Chair in (state particular interest)].
If, in the opinion of the trustees of the University, the need for funds for the purpose described above no longer exists at some future date, the trustees, or their successors, are authorized to use these funds in the best interest of the University, provided that the identity of the fund is maintained.


Adding to an Endowed Fund
I give, devise, and bequeath to Dakota Wesleyan University, located in Mitchell, South Dakota, the sum of $___ (or ___% of my estate; or all the rest, residue, and remainder of my estate/the trust assets) to be added to the endowment of the ___________ Fund.

It is recommended that restricted provisions be described as broadly as possible and that detailed limitations be kept to a minimum. Please consult with the Director of Gift Planning before drafting such provisions to assure that they can be implemented according to your desires.
Dakota Wesleyan University was named to the 2013 President's Higher Education Community Service Honor Roll. This designation is the highest honor a college or university can receive for its commitment to volunteering, service-learning and civic engagement.
Dakota Wesleyan University is proudly affiliated with the Dakotas Conference of the United Methodist Church. Members of any and all faiths are welcome and encouraged to experience an education based on learning, leadership, faith and service.
Dakota Wesleyan University has been honored as a College of Distinction through demonstration of excellence in these areas: engaged students, great teaching, vibrant communities and successful outcomes.
The Chronicle of Higher Education named Dakota Wesleyan University one of the “Great Colleges to Work For®” for 2014-2015. DWU won honors in three categories: facilities, workspace and security, and supervisor/department chair relationship.
Dakota Wesleyan University
1200 W. University Ave
Mitchell, SD 57301
800-333-8506
© 2014 Dakota Wesleyan University
605-995-2600

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