More About Bequests and Beneficiary Designations

The Lamar University Foundation serves as the preferred channel for private gifts to all areas of Lamar University to support its educational mission.

Please contact us to learn how to create your legacy at Lamar University with a bequest in your will or trust, or by designating Lamar University Foundation as beneficiary of the unused funds in your bank, investment, or retirement account, or the death benefit of your life insurance policy.

  • We can provide sample bequest language for your attorney to help you make an impact with a bequest in your will or trust
  • We can work with your attorney and other advisors to ensure your gift will be used for your intended purpose at Lamar University
  • We can work with your attorney and other advisors to obtain and complete the appropriate forms to designate a beneficiary, Transfer on Death (TOD) beneficiary, or Pay on Death (POD) beneficiary to include support for Lamar University as part of your estate plan

If you include Lamar University in your estate plans, please let us know! We want to ensure your future gift is properly designated to accomplish your objectives and we would like to express our gratitude to you now, rather than just to your heirs or executor later. When you inform us of your gift, we will respect your wishes for recognition or anonymity, and of course, keep any details of your gift that you disclose in strictest confidence. In addition, we hope you will allow us to recognize and thank you by including you as a member of the Lamar University Legacy Society. This is especially important because your membership may inspire others to make similar plans for the future.

For attorneys and advisors:
Generally, bequests and beneficiary designations should be directed to:

Lamar University Foundation, a nonprofit organization
located at P.O. Box 11500
Beaumont, TX 77710
Federal Tax ID #23-7298265

We recommend the following provision be included in wills or trusts to give flexibility to the Lamar University Foundation in the event the stated purpose of your gift to benefit Lamar University cannot be met:

If, in the judgment of the Board of Directors of Lamar University Foundation, it shall become impossible to use this bequest to accomplish the specific purposes of this bequest, Lamar University Foundation, in consultation with the President of Lamar University, may use the income and principal of this gift for such purpose or purposes as the Board determines is most closely related to the restricted purpose of my gift.

Additionally, please encourage your clients to let us know of their intention to include Lamar University in their estate plans. This expression of present plans is subject to revocation or modification at any time and is not legally binding.

How can I learn more about including a bequest in my will or trust?


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