Daughter Honors Family’s Long Whitworth History With Legacy Gift

Pat Stien and Beth Stien DavisWhen Beth Stien Davis first learned of the Pines to Promise scholarship initiative, she jumped at the opportunity to establish a scholarship to honor her mother's legacy as a theatre arts professor at Whitworth.

Pat Stien came to Whitworth with her husband, Howard, in 1965, when he arrived to chair the biology department. Pat began teaching the following year in her area of expertise, oral interpretation. She eventually became chair of the theatre arts department, influencing countless students over her 27 years of teaching.

"I grew up on the Whitworth campus, watching my parents live out their calling," Beth says. "They taught me by example how to leave a legacy: Do excellent work, give from the heart and be passionate about one's discipline." She continues, "I took two Jan Term classes from my mom, so I got to experience firsthand her energy, enthusiasm and sophisticated approach to the oral interpretation of literature. I am thrilled to provide a scholarship that honors her distinction as both a voice performer and an ambassador for her craft."

The Pines to Promise initiative was created by the Whitworth University Board of Trustees as part of the Campaign for Whitworth, setting aside funds to match 40 newly created endowed scholarships. Anyone who participates in the initiative and pledges the $25,000 minimum (payable over five years) to endow a scholarship will have his or her funds matched, up to $25,000.

The Pat Stien Theatre Arts Endowed Scholarship will be funded with current gifts from Beth and her husband, Dyer, as well as with the future gift of an insurance policy from Beth, who named Whitworth as the beneficiary.

"Future gifts are a key component of the Campaign for Whitworth. By giving both a gift now and a gift from my estate, I am able to participate in this unique initiative and to ensure growth in the scholarship in the future," she says.

If you would like information on the Pines to Promise scholarship initiative and how to fund it with a future gift, please contact Holly Norton at 509.777.4362 or hnorton@whitworth.edu. We would be happy to offer creative ways for you to leave your legacy at Whitworth.



A charitable bequest is one or two sentences in your will or living trust that leave to Whitworth University a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

Bequest Language

I hereby give, devise and bequeath to Whitworth University, a nonprofit corporation located in Spokane, Washington, and a tax-exempt organization under Section 501(c)3 of the Internal Revenue Code,      gift of what       (the sum of $               ; or            % of my estate; the residual of my estate; or the personal/real property described herein) to be used for        purpose      (general and unrestricted use; endowment; academic programs; scholarship; facilities etc)

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to Whitworth or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the potential tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to Whitworth as a lump sum.

You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to Whitworth as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and Whitworth where you agree to make a gift to Whitworth and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

Personal Estate Planning Kit Request Form

Please provide the following information to view the materials for planning your estate.

eBrochure Request Form

Please provide the following information to view the brochure.