Gift Planning

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.

Kati Buehler
Senior Director of Gift Planning

Mona Motte Wilds
Director of Gift Planning

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Life Estate Reserved

You may desire to leave your home or farm to Westmont College at your death but would also like to receive a current charitable income tax deduction. A life estate reserved might offer the solution you need!

Life Estate Reserved
Home
Life Estate
Life Use
Westmont
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Benefits of a life estate reserved

  • Receive a federal income tax deduction for the value of the remainder interest in your home or farm
  • Preserve your lifetime use and control of your home or farm
  • Create a life estate based on more than one life. This will preserve the use of the property for you and a loved one, such as a spouse or dependent child

How a life estate works

  1. You deed your home or farm to Westmont College. The deed will include a provision that gives you the right to use your home or farm for the rest of your life and that of any other life estate party named in the deed.
  2. You and Westmont College sign a maintenance, insurance and taxes (MIT) agreement to explain that you will do your best to keep the property in good condition and that you will maintain property insurance and pay the property taxes.
  3. When the owners of the life estate have passed away, your home or farm will belong to Westmont College. We will use or sell the property to further our charitable work.

Contact us

To learn more about a life estate, please contact us. We would be happy to assist you and answer your questions.

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Calculate Plan
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Text Resize
Print This
Email This
Calculate Plan
eBrochure
Contact Us
View Video
Mobile Video Button

Life Estate Reserved

You may desire to leave your home or farm to Westmont College at your death but would also like to receive a current charitable income tax deduction. A life estate reserved might offer the solution you need!

Life Estate Reserved
Home
Life Estate
Life Use
Westmont
Charity image

Benefits of a life estate reserved

  • Receive a federal income tax deduction for the value of the remainder interest in your home or farm
  • Preserve your lifetime use and control of your home or farm
  • Create a life estate based on more than one life. This will preserve the use of the property for you and a loved one, such as a spouse or dependent child

How a life estate works

  1. You deed your home or farm to Westmont College. The deed will include a provision that gives you the right to use your home or farm for the rest of your life and that of any other life estate party named in the deed.
  2. You and Westmont College sign a maintenance, insurance and taxes (MIT) agreement to explain that you will do your best to keep the property in good condition and that you will maintain property insurance and pay the property taxes.
  3. When the owners of the life estate have passed away, your home or farm will belong to Westmont College. We will use or sell the property to further our charitable work.

Contact us

To learn more about a life estate, please contact us. We would be happy to assist you and answer your questions.

Print This
Email This
Calculate Plan
eBrochure
Contact Us
View Video
scriptsknown

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.

Learn More