Making a Provision for Westmont Gift Planning

Remembering Westmont in your will or revocable trust allows you to make a significant gift to the college and maintain control over your assets during your life.

The terms of your will or revocable trust are flexible and can be changed throughout your lifetime should you decide to modify your charitable bequests.
 

Bequest language is simple. The charitable bequest can be either a fixed dollar amount, a percentage of the total estate, or a percentage of the residual estate. If you wish to direct your provision for the endowment, scholarships or other purposes, it is important that you include this information in your will or trust. Please contact us if you wish to discuss how best to restrict a gift and/or to notify us of your intention. Leaving a charitable bequest to Westmont is a special way to leave a legacy for future generations.
 

Here is is some basic bequest language to assist you and your attorney:

Specific Dollar Amount

I hereby give to Westmont College, a non-profit organization located in Santa Barbara, CA, the sum of $_______________________.

Percentage of Real Estate

I hereby give ___ percent (%) of my estate (or "my trust assets" if using a Revocable Trust) to Westmont College, a non-profit organization located in Santa Barbara, CA.

Personal Property or Real Estate

I hereby give DESCRIPTION OF PROPERTY (include address of personal property) to Westmont College, a non-profit organization located in Santa Barbara, CA.

Residual Percentage of Estate

I hereby give ___ percent (%) of the residue of my estate to Westmont College, a non-profit organization located in Santa Barbara, CA. 

Westmont as Contingent Beneficiary

In the event any of the above-named beneficiaries have not survived me, I hereby direct their shares to be distributed to Westmont College, a non-profit organization located in Santa Barbara, CA.