Office of Gift Planning Launches Legacy Coaching Program
Bob Freelove Director of Gift Planning
Kati Z. Buehler Associate Director 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.
To learn more about Legacy Coaching click on the following to download:
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 >>.
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.
Personal Planner
Income for Surviving Spouse Harold and Helen were concerned about planning for the future. They had built a substantial estate of $1,200,000. When Harold was 70, he rolled over his $400,000 qualified retirement plan into an IRA. More ...
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.
Harold and Helen were concerned about planning for the future. They had built a substantial estate of $1,200,000. When Harold was 70, he rolled over his $400,000 qualified retirement plan into an IRA.