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
For Advisors
Sunday April 28, 2024
Advisor Resources
We 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 are available to assist in helping you provide clients with clear and understandable gift illustrations.More |
Washington News
In IR-2024-116, the Internal Revenue Service (IRS) outlined ways that late tax filers could comply with filing and payment rules.
While over 139 million taxpayer returns were filed this year, there are some individuals who may have neglected to file because they were not able to pay their full tax bill.
The IRS encourages these taxpayers to file and start making as many payments as possible. Taxpayers who file and start to make payments can reduce their late-filing penalties and
interest.
The IRS explains that there...More |
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GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...More |
Deduction Calculator
The GiftLaw Calculator is a planned gifts calculator for professionals that follows the IRS format. Click here to access and run charitable deduction calculations for your favorite gift plan...View Presentation |
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Case of the Week
Quentin was the firstborn child in a large family. Throughout his childhood, Quentin's parents worked hard to put food on the table for their children. They
also instilled in Quentin the value of hard...More |
Private Letter Ruling
Organization applied for exempt status under Sec. 501(c)(3). Organization states that it is organized and operated to enlist collegiate student athletes
from a particular university's sports teams to...More |
Article of the Month
Individuals who want to start a business have several options for structuring their enterprise. As individuals explore the various possibilities, they often weigh factors like tax implications,...More |
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For Advisors
Sunday April 28, 2024
Advisor Resources
We 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 are available to assist in helping you provide clients with clear and understandable gift illustrations.More |
Washington News
In IR-2024-116, the Internal Revenue Service (IRS) outlined ways that late tax filers could comply with filing and payment rules.
While over 139 million taxpayer returns were filed this year, there are some individuals who may have neglected to file because they were not able to pay their full tax bill.
The IRS encourages these taxpayers to file and start making as many payments as possible. Taxpayers who file and start to make payments can reduce their late-filing penalties and
interest.
The IRS explains that there...More |
|||||
GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...More |
Deduction Calculator
The GiftLaw Calculator is a planned gifts calculator for professionals that follows the IRS format. Click here to access and run charitable deduction calculations for your favorite gift plan...View Presentation |
|||||
Case of the Week
Quentin was the firstborn child in a large family. Throughout his childhood, Quentin's parents worked hard to put food on the table for their children. They
also instilled in Quentin the value of hard...More |
Private Letter Ruling
Organization applied for exempt status under Sec. 501(c)(3). Organization states that it is organized and operated to enlist collegiate student athletes
from a particular university's sports teams to...More |
Article of the Month
Individuals who want to start a business have several options for structuring their enterprise. As individuals explore the various possibilities, they often weigh factors like tax implications,...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.