Gift Planning

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.

Kati Buehler
Senior Director of Gift Planning

Mona Motte Wilds
Director of Gift Planning

Making a Provision for Westmont

Remembering Westmont in your will or revocable trust allows you to make a significant gift to the college while allowing you to 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. Leaving a charitable bequest to Westmont is a special way to leave a legacy for future generations.

Sample Bequest Language — Below is some basic bequest language to assist you and your attorney:

Bequest of a Specific Dollar Amount

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

Bequest of a specific percentage of estate

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

Bequest of Specific Personal Property or Real Estate

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

Bequest of a Residual Percent of Estate

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

Bequest with Westmont as a 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.

scriptsknown

Making a Provision for Westmont

Remembering Westmont in your will or revocable trust allows you to make a significant gift to the college while allowing you to 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. Leaving a charitable bequest to Westmont is a special way to leave a legacy for future generations.

Sample Bequest Language — Below is some basic bequest language to assist you and your attorney:

Bequest of a Specific Dollar Amount

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

Bequest of a specific percentage of estate

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

Bequest of Specific Personal Property or Real Estate

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

Bequest of a Residual Percent of Estate

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

Bequest with Westmont as a 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.

scriptsknown

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.

Learn More