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The easiest way to make an impact

A gift in your will or living trust

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Are you interested in helping Walla Walla University with its mission but feeling overwhelmed by the thought of writing another check or giving up your assets today? A simple, flexible, and versatile way to ensure that Walla Walla University can continue its work for years to come is a gift in your will or living trust known as a charitable bequest.

By including a bequest to Walla Walla University in your will or living trust, you are ensuring that WWU can continue its mission for years to come. Your gift also entitles your estate to an unlimited federal estate tax charitable deduction.

Sample Bequest Language

Check out this potential scenario

Jim and Nancy NestlerJim and Nancy Nestler made the Walla Walla Valley their home after they fell in love with the family atmosphere at Walla Walla University when they were students. Jim is now a professor in the WWU biology department, a position that allows him to direct the academic program at the university’s Rosario Beach Marine Laboratory on the beautiful Rosario Strait near Anacortes, Wash.

“The Rosario campus, the Rosario experience in general, is an amplification of what I love most about WWU, that is, the family atmosphere,” said Jim. “Rosario helped me find my place here. I want others to have the same opportunity to learn and grow here.”

With a desire to continue supporting the program at Rosario after they are gone, the Nestler’s chose to make a legacy gift to the university. “We believe in the mission of WWU,” say the Nestlers. “We wish we could do more, but every gift is important.”

The Nestlers emphasize that it is important to follow your heart when choosing to make a financial gift, and with this type of gift to the university they promise you will never look back and regret your decision.

Learn how to fund it

You can use the following assets to fund a bequest in your will or living trust:

Next steps

  1. Contact Dorita Tessier, CFRE, CSPG at (509) 527-2646 or dorita.tessier@wallawalla.edu for additional information on bequests or to learn more about the different options for including WWU in your will or estate plan.
  2. Seek the advice of your financial or legal advisor.
  3. If you include WWU in your plans, please use the legal name and federal tax ID.

Legal name: Walla Walla University
Address: 204 South College Avenue, College Place, WA 99324
Federal tax ID number: 91-0617727

Ready to start planning today? View and download a FREE copy of A Guide to Making Your Will: Direct Your Assets to the People and Causes You Care About Most.

View The Free Brochure

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