Planned Giving Home

Office of Gift Planning

A Legacy Plan Just for You!

To help you develop your own legacy plan, Westmont's Office of Gift Planning has experienced legacy coaches on staff who can help you perpetuate the values that are most important to you.

Each of our legacy coaches is a seasoned professional who can guide and encourage you through the process of designing your own legacy, like a personal trainer who helps design an individual fitness plan.

There are no charges for Westmont's legacy coaching services. We created this program to simplify and demystify the process of estate planning, which many people perceive as complex, difficult, time consuming and expensive.

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.

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 >>.

Bob Freelove
Director of
Gift Planning

Kati Z. Beuhler
Associate Director
of Gift Planning