Planned Giving

Facts for Advisers

Wills and Trust Language

Bequest language that can be used in a gift by will or living trust:

I give and bequeath to Walla Walla University, a not-for-profit corporation organized under the Laws of the State of Washington and having its principal office at 204 S. College Ave., College Place, WA 99324.

To make a cash bequest:

the sum of $_________ to be used by Walla Walla University for its general purposes.

To give a percentage of the estate:

_______ percent of my estate to be used by Walla Walla University for its general purposes.

To give a residual amount or remaining interest:

the rest, residue and remainder of my estate after all debts, expenses and taxes have been paid and all the general and specific bequests have been made, to be used by Walla Walla University for its general purposes.

To give a tangible asset or property:

_______ shares of common stock of __________ (or insert here a description of other property) owned by me at my death as these shares shall exist at the date of my death, to be used by Walla Walla University for its general purposes.

Please call Darius Fleck at (509) 527-2586 if you have any additional questions.

Contact Information

Darius Fleck
Director of Estate Planning Services
Walla Walla University
204 S. College Avenue
College Place, WA 99324
(509) 541-8900
Fax: (509) 527-2398

Securities Transfers

DTC Number:

Account Number:

Taxpayer ID Number:

Our Broker:

Please telephone our office if your client is transferring shares to Walla Walla University. We need to know the name and numbers of shares being transferred.