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Learn More About Charitable Gift Annuity

Give Now and Get Cash

Bob Freelove
Director of Gift Planning

Kati Z. Buehler
Associate Director of Gift Planning

Are you tired of watching your assets fluctuate with the markets? You can have peace of mind with a charitable gift annuity. A charitable gift annuity can provide you with the security of fixed income for life and result in a nice gift to Westmont.

Why do people love charitable gift annuities? With gift annuity rates based on age, you might be surprised at how high your payment could be. Your payment can begin now or be deferred to provide even higher income in the future. Best of all, a portion of your income stream could be tax-free.

Please click here to learn more about how a gift annuity can benefit you or simply let us know of a convenient time when we can contact you by clicking here.

If you prefer to call us, please contact our office. Our gift planning assistant, Joan Kim, is available to help you with your inquiries. Please call 805-565-6058 or 800-998-5652.

Click here to view our 2009 Wallace Emerson Society Luncheon photos.

Gift Annuitants from Westmont

A Good Age for an Annuity
Frank Johnson '51 flew as a combat pilot during World War II, and the experience left him depressed and traumatized. In despair after several failed treatments, he picked up a Gideon Bible in his hospital room and began to read. More on A Good Age for an Annuity >>.

The Annuity that Keeps on Giving
Adaline Bare's connection to Westmont extends more than 6o years. Her late husband, Bruce, was the longest-serving trustee in college history (1947-1996), and he chaired the board twice (1954-57 and 1964-1970). More on The Annuity that Keeps on Giving >>.

What is gift planning?
If you are new to the field of gift planning, please visit our primer where you can find helpful, easy to understand information about planned gifts and related topics.

IRA Rollover Gifts

If you are over age 70½, you may rollover up to $100,000 annually from your IRA to our organization. To learn more about IRA Rollover Gifts, click the Launch button to watch a brief video.

Professional Advisors

We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact giftplanning@westmont.edu.

If you are a professional advisor, you may take the following steps on this site.