Building Westmont's
Future Together
Our Gift Planning team has experience across a range of giving opportunities, and we are always available for phone calls and personal visits to discuss your particular areas of interest, from designating Westmont in your wills or trusts to exploring life income gifts with generous tax benefits.
We offer supplemental estate planning and tax guidance information on these web pages through our planned giving partner, Crescendo Interactive, Inc. Based in Camarillo, CA, Crescendo has been a preferred service provider for over 30 years among colleges, universities, faith organizations, professional advisors and other nonprofit organizations.
Steven Jay Davis
Senior Director of Gift Planning
Westmont College's Bequest Language
Types of Bequests
There are a number of ways you can make a bequest to Westmont College.
Percentage Bequest. Another kind of specific bequest involves leaving a specific percentage of your overall estate to charity. For example, you may wish to leave 10% of your estate to Westmont College.
Residual Bequest. A residual bequest is made from the balance of an estate after the will or trust has given away each of the specific bequests. A common residual bequest involves leaving a percentage of the residue of the estate to charity. For example, you may wish to leave 30% of the residue of your estate to Westmont College, after specifying bequests for each family member.
Contingent Bequest. A contingent bequest is made to charity only if the purpose of the primary bequest cannot be met. For example, you could leave specific property, such as a vacation home, to a family member or loved one, but the bequest language could provide that if that person is not alive at the time of your death, the vacation home would go to Westmont College.
Bequest Benefits
Bequest Language
In order to make a bequest, you should speak with your attorney. Your attorney can help you include a bequest to Westmont College in your estate plan. We have provided some basic bequest language to assist you and your attorney.
1. Specific Bequest
If you are considering making an outright bequest to Westmont College, we recommend the following language:
I hereby give, devise and bequeath _________ and No/100 dollars ($DOLLARS) to Westmont College, a nonprofit organization located at 955 La Paz Road, Santa Barbara, CA, 93108, Federal Tax ID #95-1684793, for Westmont College's general use and purpose.
Bequest of Specific Personal Property
I hereby give, devise and bequeath DESCRIPTION OF PROPERTY to Westmont College, a nonprofit organization located at 955 La Paz Road, Santa Barbara, CA, 93108, Federal Tax ID #95-1684793, for Westmont College's general use and purpose.
Bequest of Specific Real Estate
I hereby give, devise and bequeath all of the right, title and interest in and to the real estate located at ADDRESS OR DESCRIPTION OF PROPERTY to Westmont College, a nonprofit organization located at 955 La Paz Road, Santa Barbara, CA, 93108, Federal Tax ID #95-1684793, for Westmont College's general use and purpose.
If you are considering making a bequest of a percentage of your estate to Westmont College, we recommend the following language:
Restricted Bequests
If you are considering a bequest but would like to ensure that your bequest will be used for a specific purpose, please let us know. We would be happy to work with you and your attorney to help you identify ways to give and meet your charitable objectives. We will also work with you and your attorney to craft language to accomplish your goals.
If you are making a restricted bequest, we recommend that your attorney include the following provision to give Westmont College flexibility should it no longer be possible for Westmont College to use your gift as you originally intended:
Contact Us
Please contact the gift planning staff if you have any questions about how to make an estate gift to Westmont College or to request any additional information that might be helpful to you and your attorney as you consider making a bequest to us.
If you have already included a bequest for Westmont College in your estate plan, please let us know, so we may thank you.
Westmont College's Bequest Language
Types of Bequests
There are a number of ways you can make a bequest to Westmont College.
Percentage Bequest. Another kind of specific bequest involves leaving a specific percentage of your overall estate to charity. For example, you may wish to leave 10% of your estate to Westmont College.
Residual Bequest. A residual bequest is made from the balance of an estate after the will or trust has given away each of the specific bequests. A common residual bequest involves leaving a percentage of the residue of the estate to charity. For example, you may wish to leave 30% of the residue of your estate to Westmont College, after specifying bequests for each family member.
Contingent Bequest. A contingent bequest is made to charity only if the purpose of the primary bequest cannot be met. For example, you could leave specific property, such as a vacation home, to a family member or loved one, but the bequest language could provide that if that person is not alive at the time of your death, the vacation home would go to Westmont College.
Bequest Benefits
Bequest Language
In order to make a bequest, you should speak with your attorney. Your attorney can help you include a bequest to Westmont College in your estate plan. We have provided some basic bequest language to assist you and your attorney.
1. Specific Bequest
If you are considering making an outright bequest to Westmont College, we recommend the following language:
I hereby give, devise and bequeath _________ and No/100 dollars ($DOLLARS) to Westmont College, a nonprofit organization located at 955 La Paz Road, Santa Barbara, CA, 93108, Federal Tax ID #95-1684793, for Westmont College's general use and purpose.
Bequest of Specific Personal Property
I hereby give, devise and bequeath DESCRIPTION OF PROPERTY to Westmont College, a nonprofit organization located at 955 La Paz Road, Santa Barbara, CA, 93108, Federal Tax ID #95-1684793, for Westmont College's general use and purpose.
Bequest of Specific Real Estate
I hereby give, devise and bequeath all of the right, title and interest in and to the real estate located at ADDRESS OR DESCRIPTION OF PROPERTY to Westmont College, a nonprofit organization located at 955 La Paz Road, Santa Barbara, CA, 93108, Federal Tax ID #95-1684793, for Westmont College's general use and purpose.
If you are considering making a bequest of a percentage of your estate to Westmont College, we recommend the following language:
Restricted Bequests
If you are considering a bequest but would like to ensure that your bequest will be used for a specific purpose, please let us know. We would be happy to work with you and your attorney to help you identify ways to give and meet your charitable objectives. We will also work with you and your attorney to craft language to accomplish your goals.
If you are making a restricted bequest, we recommend that your attorney include the following provision to give Westmont College flexibility should it no longer be possible for Westmont College to use your gift as you originally intended:
Contact Us
Please contact the gift planning staff if you have any questions about how to make an estate gift to Westmont College or to request any additional information that might be helpful to you and your attorney as you consider making a bequest to us.
If you have already included a bequest for Westmont College in your estate plan, please let us know, so we may thank you.
Donor Stories
Learn how our supporters have made an impact through their acts of giving to Westmont. Be inspired by the various ways of giving used by our alumni, parents and friends.