Gift Planning

Building Westmont's
Future Together

Our Gift Planning team has experience across a range of giving opportunities, and we are always available for phone calls and personal visits to discuss your particular areas of interest, from designating Westmont in your wills or trusts to exploring life income gifts with generous tax benefits.

We offer supplemental estate planning and tax guidance information on these web pages through our planned giving partner, Crescendo Interactive, Inc. Based in Camarillo, CA, Crescendo has been a preferred service provider for over 30 years among colleges, universities, faith organizations, professional advisors and other nonprofit organizations.

Steven Jay Davis
Senior Director of Gift Planning

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Sunday June 7, 2026

Washington News

Washington Hotline

Protect Yourself From Fires and Hurricanes This Summer

On May 5, 2022, the Internal Revenue Service published a brief guide on tips to help you prepare for natural disasters. The month of May includes National Hurricane Preparedness Week and National Wildfire Awareness Month. Other natural disasters could include tropical storms, tornadoes, winds, floods, landslides and mudslides.

The month of May is an excellent time to begin reviewing your emergency preparedness plan. Part of that plan includes taking steps to protect personal documents and tax-related information.

1. Secure Key Documents — You should gather your tax returns, birth certificates, deeds to property and insurance policies and place them in a waterproof container or a secure location. Many individuals also create a duplicate of key documents and leave those with a trusted person or store them on an external drive.

2. Document Valuables — If there is a natural disaster, you could suffer the loss of valuable collections, furniture and other items in your home. You will have a much better opportunity to receive compensation from an insurance company or claim tax benefits for a disaster loss if you have good records. IRS Publication 584 includes disaster-loss workbooks that may help you compile lists of property.

3. Rebuild After a Disaster — If you do experience a disaster, you may need assistance from the government or your insurance company. If you have lost some or all of your tax records, the IRS has a webpage on " Reconstructing Records After a Natural Disaster or Casualty Loss" on www.irs.gov.

4. IRS Assistance — If the Federal Emergency Management Agency (FEMA) issues a disaster declaration for your area, the IRS often will postpone tax-filing and tax-payment deadlines. You do not need to call the IRS. The IRS computers can identify taxpayers who are located in covered disaster areas. If you have tax-related questions on a disaster in your area, contact the IRS at (866) 562-5227 to speak with a specialist. The IRS has trained staff who can answer disaster-related questions.

While individuals all hope not to be involved in a natural disaster, it could happen to you without notice. There are additional natural disaster preparations that will help protect you on www.irs.gov. There is also a webpage on the FEMA website with a recommended set of emergency supplies for a natural disaster. Check out "Build a Kit" on FEMA.gov for more information.

Published May 13, 2022
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Tax Benefits Highlighted for Businesses

How Do You File Your Tax Return?

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Text Resize
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Sunday June 7, 2026

Washington News

Washington Hotline

Protect Yourself From Fires and Hurricanes This Summer

On May 5, 2022, the Internal Revenue Service published a brief guide on tips to help you prepare for natural disasters. The month of May includes National Hurricane Preparedness Week and National Wildfire Awareness Month. Other natural disasters could include tropical storms, tornadoes, winds, floods, landslides and mudslides.

The month of May is an excellent time to begin reviewing your emergency preparedness plan. Part of that plan includes taking steps to protect personal documents and tax-related information.

1. Secure Key Documents — You should gather your tax returns, birth certificates, deeds to property and insurance policies and place them in a waterproof container or a secure location. Many individuals also create a duplicate of key documents and leave those with a trusted person or store them on an external drive.

2. Document Valuables — If there is a natural disaster, you could suffer the loss of valuable collections, furniture and other items in your home. You will have a much better opportunity to receive compensation from an insurance company or claim tax benefits for a disaster loss if you have good records. IRS Publication 584 includes disaster-loss workbooks that may help you compile lists of property.

3. Rebuild After a Disaster — If you do experience a disaster, you may need assistance from the government or your insurance company. If you have lost some or all of your tax records, the IRS has a webpage on " Reconstructing Records After a Natural Disaster or Casualty Loss" on www.irs.gov.

4. IRS Assistance — If the Federal Emergency Management Agency (FEMA) issues a disaster declaration for your area, the IRS often will postpone tax-filing and tax-payment deadlines. You do not need to call the IRS. The IRS computers can identify taxpayers who are located in covered disaster areas. If you have tax-related questions on a disaster in your area, contact the IRS at (866) 562-5227 to speak with a specialist. The IRS has trained staff who can answer disaster-related questions.

While individuals all hope not to be involved in a natural disaster, it could happen to you without notice. There are additional natural disaster preparations that will help protect you on www.irs.gov. There is also a webpage on the FEMA website with a recommended set of emergency supplies for a natural disaster. Check out "Build a Kit" on FEMA.gov for more information.

Published May 13, 2022
Print
Email
Subsribe to RSS Feed

Previous Articles

Tax Benefits Highlighted for Businesses

How Do You File Your Tax Return?

scriptsknown

Donor Stories

Learn how our supporters have made an impact through their acts of giving to Westmont. Be inspired by the various ways of giving used by our alumni, parents and friends.

Learn More