Legal Information and Suggested Bequest Language
The following information is provided to assist you, or your advisors in providing for USC as a beneficiary of your charitable gift and/or estate plan.
Official University Address for Inclusion in Estate Planning Documents:
University of Southern California
Senior Vice President of Advancement
3551 Trousdale Parkway, Suite 160
Los Angeles, CA 90089
USC's Legal Name
The legal name to be used when providing for a gift to USC is:
"University of Southern California, a California not-for-profit corporation, with its principal place of business at Los Angeles, California."
Designating Your Gift
Your bequest may be unrestricted — to be used for the university's highest priorities at the time it is received— or you may designate your bequest to support a specific purpose, such as for scholarships, faculty support or research. You may make your gift in your own name, or you may memorialize a loved one with your contribution.
Language for Including USC in Your Will or Living Trust
"I hereby give to the University of Southern California, a California not-for-profit corporation, with its principal place of business at Los Angeles, California:
the sum of $________________ [amount] AND/OR
the following described property: ________________ [description] AND/OR
________% [percent] of the residue of my estate.
This gift is for the unrestricted use of the university. OR this gift is designated for ___________________ [describe purposes such as scholarships, faculty support, equipment, athletics, etc. and/or any specific school at USC, if you wish]."
Gifts to be added to the USC Endowment
Estate and planned gifts are often directed to the University's permanent endowment. Endowing a gift is a particularly effective way to leave a lasting legacy, since the earnings accrued on your gift will support USC in perpetuity. If you wish to establish a separate named endowment fund there is a $100,000 minimum to establish a separate named endowment fund. For gifts to be added to the University's permanent endowment, please add:
The gift shall be used by the University to establish an Endowment Fund Account (the "Fund"), the principal of which shall be invested and reinvested by USC in its sole discretion. The principal of the Fund may be combined with other funds of USC for investment purposes, provided that a separate accounting of principal and income is maintained. USC shall make distributions from the Fund in accordance with the University's endowment fund spending policy as it is adopted and revised from time to time by the Trustees of the University.
USC's federal tax I.D. number is 95-1642394.
Click here to download a copy of the IRS's confirmation of USC's tax-exempt status.