Planned Giving Bequests

Saint Andrew's Abbey

Planned Giving









A charitable bequest is an easy and significant way to plan a legacy gift to benefit Saint Andrew's Abbey a 501(c)3 nonprofit organization. A bequest allows you to:

• Provide an unrestricted gift to support the work of Saint Andrew’s Abbey; support your favorite apostolate, the monastery, guest house, youth retreat center or book & gift store; or establish a scholarship or perpetual endowed fund.

• Memorialize your values and dedication to our work at Saint Andrew’s Abbey.

• Make a larger gift than might have been possible during your lifetime.

• Retain control and use of your assets during your lifetime. Bequests are revocable and may be altered as your circumstances change.

• Enjoy an unlimited estate tax charitable deduction and reduce your taxable estate.


1. Contact Br. Paul for specific sample bequest language or use this example: “ I hereby give and bequeath________ (a specific gift or a percentage of the residue of my estate) to Saint Andrew’s Abbey, Inc., a recognized public charity whose legal address is 31001 N. Valyermo Rd, Valyermo, CA 93563 Federal Tax ID 95-1904411, for such purposes as the Abbey shall determine are in the best interest of Abbey. 

2. Consult with your estate attorney to incorporate a bequest statement in your will or trust.

3. Consider a beneficiary designation of a life insurance policy, commercial annuity, or retirement plan using a simple change in the beneficiary designation form.

4. Consider designating payment upon your passing of a stock or mutual fund account using the appropriate form from your bank or broker.

Your bequest gift may be for all or part of your estate account or stated as a percentage. We can provide you or your counsel specific language to assure proper legal wording. For all named, scholarship and endowed funds, a separate agreement with Saint Andrew’s Abbey is created to describe the ultimate use of your gift. Please contact us for a sample agreement.

To learn more about this rewarding way to support Saint Andrew’s Abbey, please contact:
Br. Paul Ortega, O.S.B., 661 944-2580,


An increasing number of benefactors are providing for Saint Andrew’s Abbey's future, without changing their will or living trust. They simply name Saint Andrew's Abbey, Inc., Federal Tax ID 95-1904411, as a beneficiary of their retirement savings plan or life insurance policy. To read more about this option, please go here.

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