Estate Commitments

Document your estate commitment and let us celebrate your future gift today.

The following is intended to help you and your attorney in drafting an estate commitment that satisfies your interests. As you consult your attorney on the selection of appropriate wording to reflect your own goals and intentions regarding Bates College, be sure our organization’s correct legal name appears in all final documents as:

“President and Trustees of Bates College, 2 Andrews Road, Lewiston, Maine, 04240, a Maine nonprofit corporation, or its successor, Federal Tax Identification Number: 01-0211781.”

General Bequest of a stated sum of money may be worded:

  • “I give to President and Trustees of Bates College, 2 Andrews Road, Lewiston, Maine, 04240, a Maine nonprofit corporation, or its successor, Federal Tax Identification Number 01-0211781 [insert here the exact dollar amount].”

Specific Bequest of a certain asset from your estate may be worded:

  • “I give to President and Trustees of Bates College, 2 Andrews Road, Lewiston, Maine, 04240, a Maine nonprofit corporation, or its successor, Federal Tax Identification Number 01-0211781, [insert here a description of the particular property].”

Residuary Bequest, after other bequests and expenses have been paid, may be worded:

  • “I give to President and Trustees of Bates College, 2 Andrews Road, Lewiston, Maine, 04240, a Maine nonprofit corporation, or its successor, Federal Tax Identification Number 01-0211781, all [or a portion] of the rest, residue and remainder of my estate.”

Contingent Bequest if the person making the will is not survived by certain individuals:

  • “If [name/s of primary beneficiary/ies] do/es not survive me, or shall die within ninety (90) days from the date of my death, or as a result of a common disaster, then I give to President and Trustees of Bates College, 2 Andrews Road, Lewiston, Maine, 04240, a Maine nonprofit corporation, or its successor, Federal Tax Identification Number 01-0211781, [insert here the exact dollar amount, description of property, or percentage of residual estate].”

Estate Commitment Form (Digital Signature)

When you are ready to share your estate commitment with Bates, you can request an estate commitment form via Adobe Sign. Documenting your legacy is a simple, two-step process designed to ensure your wishes are honored exactly as you intend:

  1. Request an Estate Commitment Form: Fill out the fields below with your preliminary information.
  2. Official Confirmation: Once submitted, a member of our Gift Planning team will reach out via email. They will provide the estate commitment form for you to sign, which officially documents your gift in our records.
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If you have any questions or would prefer to speak with a member of our team directly, please reach out to us at 800-762-3145 or giftplanning@bates.edu.


Estate Commitment Form (Hard Copy)

You can also preview or print a paper version of the form if you would prefer to mail in your commitment. Simply click the button below to download the document, then send the completed form to our team.

Instructions:

  1. Click the “Download the Bates Estate Commitment Form” button above.
  2. The form will open in a new window. Use your browser’s print icon or select File > Print from your menu.
  3. Fill out the document with your information.
  4. Please mail your completed form to:
    Office of Gift Planning, 2 Andrews Rd Lewiston, ME 04240
  5. Once received, we will reach out to confirm your gift. Thank you!
Contact Us

Office of College Advancement
2 Andrews Road
Lewiston, Maine 04240
Phone: 1-888-522-8371 batesfund@bates.edu