Office of Gift Planning
WELCOME
Welcome to Westmont's gift planning website. We hope it is a helpful resource for you as you explore the benefits of deferred gifts. Did you know there are creative ways in which you, your loved ones and Westmont College can all benefit at the same time? You can support the college with gifts that don't impact your cash flow, lifestyle or family security by designating Westmont to receive estate assets in the future. Another option is to make a current gift of an appreciated asset that is not providing much income, avoid capital gains tax on the sale of that asset, and reinvest the proceeds in a charitable Gift Annuity, a plan that provides fixed income over one or two lives and other tax benefits. You can check out the Gift Options section for ideas on How to Give and What to Give.
If you are 70½ or older, you can make a gift to Westmont from your IRA in 2013 to meet your annual distribution requirement. By making an IRA charitable rollover gift, you are able to avoid taxes on the qualified IRA distribution while supporting Westmont's charitable mission. Contact your IRA custodian to make a gift from your IRA this year. To learn more click here.
CONTACT US
For more information on gift planning opportunities, including a confidential customized illustration, please contact our friendly staff. Thank you for your interest in Westmont.
Welcome to Westmont's gift planning website. We hope it is a helpful resource for you as you explore the benefits of deferred gifts. Did you know there are creative ways in which you, your loved ones and Westmont College can all benefit at the same time? You can support the college with gifts that don't impact your cash flow, lifestyle or family security by designating Westmont to receive estate assets in the future. Another option is to make a current gift of an appreciated asset that is not providing much income, avoid capital gains tax on the sale of that asset, and reinvest the proceeds in a charitable Gift Annuity, a plan that provides fixed income over one or two lives and other tax benefits. You can check out the Gift Options section for ideas on How to Give and What to Give.
If you are 70½ or older, you can make a gift to Westmont from your IRA in 2013 to meet your annual distribution requirement. By making an IRA charitable rollover gift, you are able to avoid taxes on the qualified IRA distribution while supporting Westmont's charitable mission. Contact your IRA custodian to make a gift from your IRA this year. To learn more click here.
CONTACT US
For more information on gift planning opportunities, including a confidential customized illustration, please contact our friendly staff. Thank you for your interest in Westmont.
Kati Buehler
Senior Director of Gift Planning
WESTMONT
955 La Paz Rd.
Santa Barbara, CA 93108
805.565.6883
www.westmontlegacy.org
Senior Director of Gift Planning
WESTMONT
955 La Paz Rd.
Santa Barbara, CA 93108
805.565.6883
www.westmontlegacy.org
Donor Stories
Learn how others have made an impact through their acts of giving to our organization and others. Explore the many benefits of charitable gift planning.More
Gift Options
Find out what type of assets make the best planned gifts. Learn about gifts of cash, securities and property.More
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Camp Opposes Charitable Deduction Cap
House Ways and Means Committee Chair Dave Camp (R-MI) spoke June 12th at the Federal Policy Groups 2013 Tax, Budget, and Legislative Policy Seminar....More
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