Donor Stories Contact

Gift Planning Links

Professional Advisor

Professional Advisors

eNewsletters

Charitable Gift Annuity

See a Sample Plan

Run Your Own Plan

Read About Westmont's
Gift Annuitants

Learn More About
Charitable Gift Annuity

Bob Freelove
Director of Gift Planning

Gift Annuity

Hello. I'm very pleased that you are considering a charitable gift annuity. Many of our Westmont friends have greatly increased their income with a gift annuity. Plus, they enjoy the charitable deduction and the tax-free part of their payout.

Please feel free to ask any questions. Your request will be confidential and I will be very pleased to respond to your questions.

Please be assured that there is no obligation for this free service that we provide.

I am interested in learning more about:

  a gift annuity for cash     a gift annuity with stock

If this is a stock gift annuity and you know what you paid for your stock, please enter that number below. If you are not certain, you may enter zero and we can discuss that later.

Cost Basis:

A popular benefit of a gift annuity is the fixed payout. This fixed payout is based upon your age. In order for Westmont College to send you the printed gift annuity illustration with your payout rate, please fill in the following information.

* Name:     * Age:

If you would like a two-life gift annuity, please enter the name and age of the second person .

Name:     Age:

Your tax savings will depend on your tax bracket. Total tax brackets usually range from 10% to 40%. Many of our friends have a tax bracket of about 25%.

Tax Bracket  %

Please enter the amount you would like to transfer to the gift annuity. Your payout will be a percentage of the amount that you transfer.

* Gift Amount:

Please enter your e-mail address, name, address, city, state and zip.
* E-Mail:

* Name:

* Address:

* City/State/Zip:	//

Phone:

Could I answer any of your questions?

Please send me the printed illustration with recommended payout rate and tax savings.
I prefer: e-Mail Regular Mail Both

* Required Fields