Western University of Health Sciences Advancement Western University of Health Sciences
Advancement

Bequests, Trusts, Annuities & IRA Rollovers

Leave a legacy to Western University of Health Sciences.

 

A bequest is a precious final gift that can breathe life into someone else’s dreams. We at WesternU are honored to be a trustee of such gifts of final and lasting charity. Bequests have made some of WesternU’s dreams become realities. They have provided us with crucial funding to create state-of-the-art facilities out of new and existing buildings, hire vital staff, support innovative research in areas of health sciences, launch new academic programs and award scholarships to deserving students. We appreciate your consideration of such a gift.

 

Bequests are traditionally made in a Will or Living Trust with the aid of a legal advisor. We encourage you to seek professional advice before making a gift of this kind. A bequest may be designated to the University general fund to support all of our exemplary colleges or it may be directed to a specific college, program and/or department. Bequests may also be directed to help students with scholarships, award academic achievement or to fulfill a lifetime pledge. The choice is up to you as the donor. Please be specific if you wish a particular college, department and/or program to receive your gift.

 

In any legal document specifying the terms of a bequest, it is crucial that the University be clearly identified as:

 

Western University of Health Sciences, a California Non-Profit Corporation
309 East Second Street
Pomona, CA 91766-1854
Tax Identification Number 95-3127273

 

A bequest may be made for a specified dollar value, a percentage of your estate, for the residue of your estate, or as a contingent beneficiary after other specific gifts are completed. A bequest may be made in the form of cash, personal property, securities, real estate or a life insurance beneficiary designation.

 

Gifts to the organization may be specifically restricted for uses in connection with either the Oregon or California campus.

 

Some sample language follows:

 

Western University of Health Sciences offers other estate planning techniques that enhance your charitable giving while benefiting you, the donor. Through careful planning your philanthropic goals may be met and, at the same time, provide you with lifetime income and favorable tax treatment. Consider the advantages of three such techniques.

The illustrations above are intended for sample purposes only. We urge you to consult with your legal and financial advisors when completing your estate plan. Please direct your advisors to the site below where they will find current information and tools that will assist them in this process. You are also invited to contact the Department of Planned Giving as you consider important decisions about your estate. We will be happy to discuss the various planned gift and bequest options available as well as send you a copy of a pamphlet entitled A Guide to Planning Your Will and Trust to assist you in organizing your thoughts and the information necessary to begin your estate planning process. This pamphlet can be sent via e-mail or the US Postal Service.

 

Western University of Health Sciences
Department of Planned Giving
309 East Second Street
Pomona, CA 91766-1854
FAX: (909) 469-5215

 

Olive B. Stephens
Planned Giving Administrator
Phone: (909) 469-5211
ostephen@western.edu

 

Tim Bamrick, MA, Certified Planned Giving Specialist
Director of Development, College of Osteopathic Medicine of the Pacific (COMP)
Phone (909) 706-3455
tbamrick@western.edu

 

Thank you for considering a legacy to help us turn our dreams into realities. You will be helping to save lives and to change lives!

 

The information contained on this site is provided as a service to our readers, and does not constitute legal advice. We try to provide quality information, but we make no claims, promises or guarantees about the accuracy, completeness, or adequacy of the information contained on this site or any associated source of information that may be referred to or mentioned herein. As legal advice must be tailored to the specific circumstances of each case, and laws are constantly changing, nothing provided herein should be used as a substitute for the advice of competent counsel.