Estate gifts through your will can be a meaningful contribution to the Case Alumni Association. The full amount of the bequest is deducted from the taxable estate. Life-income Trusts can also be established through your will. You can also bequeath retirement funds such as IRA’s or other assets.
Example of a will provision
I (John Dow ’45) give and bequeath to the Case Alumni Association Incorporated, Cleveland Ohio (sum of $_____ OR _____%) of my estate for the purpose of establishing the (John Doe ’45) Endowment. Only the income of the endowed fund is to be used by the Case Fund® Board for (choose one or more purposes: scholarships, financial aid for co-op students, lab equipment, support of a specific department or Dean’s priorities) of the Case School of Engineering, Case Western Reserve University. If in the future it is determined by the Case Fund® Board that the aforementioned use or purpose is impracticable or unwise, then the income may be used for such other purposes as the Case Fund® Board determines to be consonant or appropriate with the donor’s interests or intentions.