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Bequest in Will or Living Trust

Adding West Marin Fund as a beneficiary in your will (called a “bequest”) is easy to arrange. The bequest remains in your control: you can structure the bequest to leave a specific item/amount, leave a percentage of your estate to West Marin Fund, or even make the gift contingent on certain events. The process does not need to be complicated—at the very simplest, a signed piece of paper naming West Marin Fund as beneficiary of a percentage of your estate.

Here is some language that you may include depending on how you want to structure the bequest.

“I give and bequeath to West Marin Fund, a California nonprofit organization located in Point Reyes Station, California, (pick from the following)

  • A Fixed Amount of Money or Designated Property: please describe it
  • A Percentage of the Estate: please name the percent
  • A Residual Bequest: anything that is not named previously
  • A Contingent Bequest: if your primary beneficiary predeceases you

Please see your financial advisor to find what is best for you. Once your designation is complete, don’t forget to let us know.