Making a Bequest is Simple

Step 1 ———->

Develop Estate Plan

Step 2 ———->

Prepare Documents

Step 3

Specify Bequests

Evaluate your Estate Plan and Planned Giving Objectives

If you do not have a Will or Personal Trust

For noncomplex estates, use FreeWill to create a Last Will and Testament. Or if desired, confer with an attorney to create a Personal Trust to hold all or part of your assets.

If you have a Will already

Bequeath to MIU by using FreeWill to replace your existing will with an updated version, or confer with an attorney to create a codicil (amendment) to your existing Will.

If asset is held in Personal Trust

Bequeath to MIU by amending the instructions to the trustee

Bequeath to MIU:

  • Real Estate
  • Securities
  • US Savings Bonds
  • Cash
  • Retained Life Estate (you transfer ownership of your home or farm to MIU, while retaining the right to live in the property).

Evaluate your Estate Plan and Planned Giving Objectives

No Will or Trust?

For certain assets you can make bequests without a Will or Personal Trust by simply naming MIU as Beneficiary.

Name MIU as Beneficiary:

  • Retirement account
  • Life Insurance
  • Bank Account

If you have questions about how to start developing an estate plan, the MIU Development Office stands ready to assist. Our Development officers and professional advisors will guide you through each step of the process. Call Eric Stakland (641) 209-5478 or Brad Mylett (641)-472-1196.

Development Office ♦ Maharishi International University ♦ 1000 North 4th Street ♦ Fairfield, IA 52557 ♦ 641-472-1180 Monday-Friday, 10:15-4:30 CST

Maharishi International University, a nonprofit, tax-exempt 501(c)(3) corporation since 1988, is designated to receive charitable gifts.