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
Wednesday July 1, 2026
Bills / Cases / IRS
Gift Tax 15% Minority Interest and 25% Marketability Discounts Allowed
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Rev. Proc. 2003-60; 2003-31 IRB 274
Rev. Proc. 2003-59; 2003-31 IRB 268
Rev. Proc. 2003-58; 2003-31 IRB 262
Wednesday July 1, 2026
Bills / Cases / IRS
Gift Tax 15% Minority Interest and 25% Marketability Discounts Allowed
Previous Articles
Rev. Proc. 2003-60; 2003-31 IRB 274
Rev. Proc. 2003-59; 2003-31 IRB 268
Rev. Proc. 2003-58; 2003-31 IRB 262
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.