Kansai University will introduce the "Kansai University Bequest Donation Trust System" from April 2021, 4 as a new bequest donation mechanism using the "Kansai University Bequest Donation Support Plan *", which is a product of Resona Bank.This system is the first in Japan to simplify the application procedure for bequest donations, whose needs have been increasing in recent years.
In the conventional will trust, there are complicated procedures such as "creating a will", but in the "Kansai University bequest donation trust system", "Resona fund wrap (discretionary investment) contract" and "gift contract with asset succession special contract" You can make a bequest donation from an amount of 2 million yen just by concluding the two at the same time.
In addition, if funds are needed in an unforeseen situation due to health reasons such as medical expenses and long-term care expenses, part or all of the funds can be canceled.However, in the case of cancellation of all contracts, 20% of the funds after conversion of the assets under management will be donated to Kansai University, and the remaining amount will be paid to the contractor.
Kansai University has traditionally presented a letter of appreciation to donors of 100 million yen or more, but for donors who have used this system, a "letter of appreciation" will be presented to the donor after the contract.In addition, after the death, a "honor title (for those with a donation amount of 100 million yen or more)" will be presented to the bereaved family such as spouse and honored.
* The "Kansai University Bequest Donation Support Plan" is a bequest donation function set in the "Resona Fund Wrap" that manages with the most appropriate asset allocation according to the user's life plan and investment intention. A fund wrap is the first in Japan.Users can increase their donation funds in the future and receive a certain amount of investment income.
