Including the AMS in Your Will
Including the American Mathematical Society in your will or trust creates a legacy honoring your commitment to mathematics. Development staff are pleased to consult in confidence with you and your legal advisor about the phrasing of a specific bequest you may have in mind.
Listed below are some common types of bequests and sample bequest language. If you decide to include the American Mathematical Society in your will, please share the following sample language with your attorney.
General Bequests are made by designating a specific dollar amount, a particular asset, or a fixed percentage of your estate to the AMS.
"I give, devise, and bequeath to the American Mathematical Society, Providence, Rhode Island, the sum of $________(or percentage of net estate, or a description of the specific asset), income and principle, for the benefit of the American Mathematical Society and its general purposes."
Specific Bequests are made when a particular item or property is bequeathed for a designated purpose.
"I give, devise, and bequeath to the American Mathematical Society, Providence, Rhode Island the sum of $_______ (or percentage of net estate, or a description of a specific asset), income and principle, for the benefit of the American Mathematical Society to be used for the following purpose: (state the purpose). If at any time in the judgment of the trustees of the American Mathematical Society it is impossible or impracticable to carry out exactly the designated purpose, they shall determine an alternative purpose closest to the designated purpose."
Residuary Bequests are made when you intend to leave the residue portion of your assets after other terms of the will have been satisfied.
"All the rest, residue, and remainder of my estate, both real and personal, I give to the American Mathematical Society, Providence, Rhode Island, for its general purposes."
Contingency Bequests allow you to leave a portion of your estate to the AMS if your named beneficiary does not survive you.
"I devise and bequeath the residue of the property, real and personal and wherever situated, owned by me at my death, to (name of beneficiary), if (she/he) survives me. If (name of beneficiary) does not survive me, I devise and bequeath my residuary estate the American Mathematical Society, Providence, Rhode Island, for its general purposes."
To see current AMS-funded programs, visit our What Your Gift Supports page, and to view other ways you can give to the AMS, visit our Giving Options page. To see how the AMS recognizes our supporters, visit the Honoring Your Generosity page.
Please allow us the opportunity to thank you. If you have included the AMS in your Estate plan please notify us of your thoughtful commitment by simply filling out our online form or mailing a paper copy.
If you have questions about bequests or planned giving, or want to discuss your giving options, contact the Development Office.