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
Planned Gifts Calculator
Please select a presentation that shows the income and tax benefits for you. You may view a unitrust, annuity trust, gift annuity, deferred gift annuity, sale and unitrust or gift and sale. We hope you enjoy these presentations!
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Gift AnnuityBenefit from excellent fixed payouts that are partly tax free plus charitable tax deduction.
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Annuity TrustReceive high fixed payments with tax free sale plus charitable tax deduction.
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Deferred Gift AnnuityBenefit from fixed payouts beginning at a date more than one year from the gift.
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Part Gift and Part SaleEnjoy substantial cash and save 50%, 70% or even 100% of tax on gain.
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Unitrust and SaleReceive cash plus increased income from trust! Charitable tax deduction reduces tax on gain.
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UnitrustEnjoy increased income with tax-free sale plus charitable tax deduction.
Run illustration
Planned Gifts Calculator
Please select a presentation that shows the income and tax benefits for you. You may view a unitrust, annuity trust, gift annuity, deferred gift annuity, sale and unitrust or gift and sale. We hope you enjoy these presentations!
-
Gift AnnuityBenefit from excellent fixed payouts that are partly tax free plus charitable tax deduction.
Run illustration -
Annuity TrustReceive high fixed payments with tax free sale plus charitable tax deduction.
Run illustration -
Deferred Gift AnnuityBenefit from fixed payouts beginning at a date more than one year from the gift.
Run illustration -
Part Gift and Part SaleEnjoy substantial cash and save 50%, 70% or even 100% of tax on gain.
Run illustration -
Unitrust and SaleReceive cash plus increased income from trust! Charitable tax deduction reduces tax on gain.
Run illustration -
UnitrustEnjoy increased income with tax-free sale plus charitable tax deduction.
Run illustration
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.