Future Gift Plan

Do you have a will or living trust?

 

Will

To include Whitman in your will, please meet with your attorney to draft a codicil to designate Whitman as a beneficiary of your estate. If you have specific wishes for how the college uses your gift, please contact the Office of Gift Planning to discuss your interest in supporting particular college programs. The Office of Gift Planning can assist you when evaluating the ideal assets or structure for your gift. We suggest using the following language in your will:

"I give, devise, and bequeath to the Board of Trustees of Whitman College, an educational corporation located in Walla Walla, Washington, . . . [insert description of the gift as a dollar amount, percentage of the estate, a detailed or legal description of the property, or the residue of the total estate], . . . for such use as deemed appropriate by the Board of Trustees of Whitman College. . . [or insert a description of the purpose of the gift]."

Learn more about Bequests
Please contact the Office of Gift Planning after including Whitman in your will for more information about inclusion in the Dorsey Baker Legacy Society.

Living Trust

To include Whitman as a beneficiary of your trust, please meet with your attorney to draft an amendment to your trust. If you have specific wishes for how the college uses your gift, please contact the Office of Gift Planning to discuss your interest in supporting particular college programs. The Office of Gift Planning can assist you when evaluating the ideal assets or structure for your gift. The legal name of the college for use in your trust agreement is "The Board of Trustees of Whitman College" and Whitman's tax ID number is 91-0567740.

Learn more about Bequests
Please contact the Office of Gift Planning after designating Whitman as a beneficiary of your trust for more information about inclusion in the Dorsey Baker Legacy Society.

 

I don't have a will or living trust

Supporting Whitman College through a will or trust costs nothing now, yet it may give you a great deal of satisfaction to know that your future gift will live on at Whitman. The Office of Gift Planning can assist you when evaluating estate planning options and the ideal assets or structure for your gift. Please contact us for more information about supporting Whitman. We encourage you to meet with an attorney and your financial advisors regarding any changes to your plans. The following language is recommended to include Whitman in your estate:

"I give, devise, and bequeath to the Board of Trustees of Whitman College, an educational corporation located in Walla Walla, Washington, . . . [insert description of the gift as a dollar amount, percentage of the estate, a detailed or legal description of the property, or the residue of the total estate], . . . for such use as deemed appropriate by the Board of Trustees of Whitman College. . . [or insert a description of the purpose of the gift]."

Learn more about Bequests
Please contact the Office of Gift Planning after designating Whitman as a beneficiary of your will or trust for more information about inclusion in the Dorsey Baker Legacy Society.

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