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Office of Gift Planning

Building Westmont's Future Together

WELCOME to Westmont College's gift planning website. We invite you to become a member of the Wallace Emerson Society, a group of over 750 alumni, parents and friends who have established provisions in their wills or trusts and other types of planned gifts in support of Westmont College.

What are planned gifts?
Planned gifts are typically made through provisions in a revocable trust or will. Other planned gifts include: securities or real estate, life insurance policies, beneficiary designations of an IRA or other tax-deferred retirement account, and gifts that provide tax-advantaged income by means of charitable trusts or gift annuities.

Why make a planned gift?
Planned gifts are popular because of the financial flexibility and tax benefits they provide. They are also an effective means of Christian stewardship as they redirect assets to ministry that otherwise might be lost to income taxes, capital gains taxes, or estate taxes.

How do I make a planned gift?
Learn how simple it is to make a bequest to Westmont by will or living trust, or by other creative ways in which you, your loved ones and Westmont can all benefit. Check out the Gift Options section for ideas on How to Give and What to Give.

How do I get started?
After reviewing our website, please contact our friendly staff for additional information.

Kati Buehler
Senior Director of Gift Planning
WESTMONT
955 La Paz Rd.
Santa Barbara, CA 93108
(805) 565-6058
giftplanning@westmont.edu
Westmont College is an undergraduate, residential, Christian, liberal arts community serving God's kingdom by cultivating thoughtful scholars, grateful servants and faithful leaders for global engagement with the academy, church and world.
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