Including the Raymond A. Mason School of Business in Your Will

Making a bequest to the Mason School of Business is a wonderful way to ensure the future financial security of the school. Please name the WILLIAM AND MARY BUSINESS SCHOOL FOUNDATION (Federal Tax ID# 23-7079011) as the beneficiary of your will, revocable living trust, or retirement plan. If you already have a will, you can add a codicil or amendment to your existing estate plan.

The sample language below provides for unrestricted support for the Business School. To specify a specific program or purpose within the school (such as a scholarship), please contact us to provide you with specific language. 

Sample Language for an Unrestricted Bequest for the Raymond A. Mason School of Business

I give, devise and bequeath [the sum of $______ / ______ percentage of the rest and remainder of my estate] to the WILLIAM AND MARY BUSINESS SCHOOL FOUNDATION, (Federal Tax ID #23-7079011), a 501(c)(3) Virginia corporation located in Williamsburg, Virginia. The administrative contact for estates and trusts naming as beneficiary of the WILLIAM AND MARY BUSINESS SCHOOL FOUNDATION is the Office of Gift Planning, University Advancement, Discovery I, ADV-2, P. O. Box 8795, Williamsburg, VA 23187-8795.

As the Mason School strives to raise $150 million as part of the comprehensive campaign, For the Bold, documenting your estate plans with one of our development officers is a wonderful way to celebrate your legacy to the Mason School and participate in this extraordinary campaign. It also allows us to thank you for your generosity and to include you among our campaign donors (or to remain anonymous). 

Questions?

Please contact Kimberly Sperling at kimberly.sperling@mason.wm.edu or (757) 221-7848.