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
How to Give
Giving to our cause can be done either directly or through a gift model that can provide tax benefits and even income. Click on a gift model below to learn more.
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BequestYou designate our organization as the beneficiary of your asset by will, trust or beneficiary designation form.
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IRA RolloverCongress has enacted a permanent IRA charitable rollover. As a result you can make an IRA rollover gift this year and in future years.
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Beneficiary Designation GiftsYou can designate us as a beneficiary of a retirement, investment or bank account or your life insurance policy.
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Charitable Gift AnnuityYou transfer your cash or appreciated property to our organization in exchange for our promise to pay you fixed payments (with rates based on your age) for the rest of your life.
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Charitable Remainder UnitrustYou transfer your cash or appreciated property to fund a charitable remainder unitrust. The trust sells your property tax free and provides you with income for life or a term of years.
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Charitable Remainder Annuity TrustYou transfer your cash or appreciated property to fund a charitable remainder annuity trust. The trust sells your property tax free and provides you with fixed income for life or a term of years.
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Charitable Lead TrustYou fund a trust that makes gifts to us for a number of years. Your family receives the trust remainder at substantial tax savings.
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Sale and UnitrustYou give a portion of your property to us to fund a charitable remainder trust, when the property sells you receive cash and income for life.
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Bargain SaleWe purchase your property for less than fair market value. You receive cash and a charitable deduction for the difference between the market value and purchase price.
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Give It Twice TrustYou provide your children with a stream of income while making a gift to charity.
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Life Estate ReservedYou give your property to our organization but retain the right to use the property during your life.
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How to Give
Giving to our cause can be done either directly or through a gift model that can provide tax benefits and even income. Click on a gift model below to learn more.
-
BequestYou designate our organization as the beneficiary of your asset by will, trust or beneficiary designation form.
More -
IRA RolloverCongress has enacted a permanent IRA charitable rollover. As a result you can make an IRA rollover gift this year and in future years.
More -
Beneficiary Designation GiftsYou can designate us as a beneficiary of a retirement, investment or bank account or your life insurance policy.
More -
Charitable Gift AnnuityYou transfer your cash or appreciated property to our organization in exchange for our promise to pay you fixed payments (with rates based on your age) for the rest of your life.
More -
Charitable Remainder UnitrustYou transfer your cash or appreciated property to fund a charitable remainder unitrust. The trust sells your property tax free and provides you with income for life or a term of years.
More -
Charitable Remainder Annuity TrustYou transfer your cash or appreciated property to fund a charitable remainder annuity trust. The trust sells your property tax free and provides you with fixed income for life or a term of years.
More -
Charitable Lead TrustYou fund a trust that makes gifts to us for a number of years. Your family receives the trust remainder at substantial tax savings.
More -
Sale and UnitrustYou give a portion of your property to us to fund a charitable remainder trust, when the property sells you receive cash and income for life.
More -
Bargain SaleWe purchase your property for less than fair market value. You receive cash and a charitable deduction for the difference between the market value and purchase price.
More -
Give It Twice TrustYou provide your children with a stream of income while making a gift to charity.
More -
Life Estate ReservedYou give your property to our organization but retain the right to use the property during your life.
More
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.