Dear John,
At the Westmont Office of Gift Planning, our mission is simple yet profound: to empower you to create a lasting legacy at Westmont College. We achieve this by partnering with you to align your vision for the college with your asset management goals.
We are deeply honored to collaborate with the visionary members of the Wallace Emerson Society, whose strategic estate plans play a fundamental role in shaping Westmont's future.
I often liken the partnerships that we in the Wallace Emerson Society have with the college to a woven tapestry, with all the threads representing 
our unique stories. When our gifts are interlaced, they produce a masterpiece of collaborative achievement.
Another example from the world of art is the chalk drawing, skillfully created by Alysa Beccue ’20 and her team of artists, which graced the plaza of the Santa Barbara Mission last year. Their collaborative effort in crafting a stunning rendition of the iconic fountain on the President’s patio served as a heartfelt tribute to Westmont.
Such examples of community art embody the collaborative spirit that drives our office's work. We are happy to partner with you to craft an estate plan that will provide a lasting legacy at 
Westmont. Your planned gift, combined with the generosity of others, ensures a lasting imprint that will be a witness to future generations.
I invite you to consider the legacy of Nancy Laneir, a Wycliffe missionary who graduated in the Class of ’49. Through her thoughtful investments in charitable annuities, Nancy ensured gifts for Westmont and a steady income for herself until her passing in March of 2020. Her life of service and her commitment as a member of the Wallace Emerson Society continues to be an inspiration.
The Wallace Emerson Society is for all who resonate with the mission of Westmont. If you have specific ideas on how you'd like to shape your impact or strategize your estate plan, don't hesitate to reach out. We are committed to being with you
every step of the way on this artful journey.
Warm regards,
Steve Davis
Assistant Vice President
Gift Planning and Transformational Philanthropy
________________________________________________________________________
Our team is ready to provide resources to help you navigate the complexities of estate planning. From wills and trusts to charitable giving and generational wealth transfer, we are committed to assisting you in creating a legacy that reflects your values and supports the causes that matter to you.
________________________________________________________________________
We are providing you with a free resource to help prepare a Will and Living Trust.
________________________________________________________________________
For individual retirement accounts (IRAs), decisions about beneficiaries often fall outside the realm of wills and trusts. We are providing a tool to assist you in designating your IRA beneficiaries correctly.
_____________________________________________________________
