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Bequests and Estate Planning

Including the American Mathematical Society in your will or trust perpetuates your dedication to mathematics. Gifts of all sizes make a difference.

Estate gifts are best when they allow for changing needs over time. Unrestricted gifts allow the most flexibility. You may also wish to support a general topic such as education or research. Make a gift

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

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."
JMM 2016 participants
photo by Goen South

Special Bequests

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

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

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."

More Information

The Thomas Fiske Society recognizes individuals who have made provision for the AMS in their estate plans.

If you have questions about bequests or planned giving, or want to discuss your giving options, contact Robin Marek.

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