Office of Gift Planning

Westmont's Gift Planning staff wishes to serve you and your family with helpful information. We have many friends today who are benefiting from life income gifts, gift annuities and other plans. Thank you for taking the time to explore the benefits of gift planning.

If you have questions or would like to visit with us by phone, please contact us at GiftPlanning@westmont.edu or call our gift planning assistant, Taylor Swan, at 805-565-6058 or 800-998-5652. Taylor is also happy to assist you in making an appointment to discuss your estate planning issues with Kati Buehler or Bob Freelove.

Bypass the Estate Tax
Personal Planner
On December 17, 2010, the President signed into law The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation...
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The Online Wills Planner is designed to help you gather the information your attorney will need to plan for your future.
Plan Now
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.
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We are delighted to make available to you our weekly eNewsletter. It features news from Washington, Savvy Living, Gift Stories, Finance News and timely articles.
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