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
News
Sunday November 27, 2022
Savvy Living
Are there any services that can help my parent with their financial duties? My parent is having difficulty managing...More |
Personal Planner
You have completed a will and perhaps a revocable living trust. Your durable power of attorney for healthcare and a...More |
Our News
Thank you for your interest in Westmont College. Our hope is to serve you and your family with helpful information.More |
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Washington News
Each year, IRA owners age 72 and older must take a required minimum distribution (RMD). The RMD in nearly all cases is calculated using the Uniform Table. Under the Uniform Table, distributions generally start age 72 at approximately 3.7% and increase each year. The RMD must be taken on or before December 31 of each year.
Many IRA owners with significant balances take the RMD during the last quarter of the year. Because many individuals with larger IRAs do not require IRA funds for daily living...More |
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News
Sunday November 27, 2022
|
Savvy Living
Are there any services that can help my parent with their financial duties? My parent is having difficulty managing...More |
Personal Planner
You have completed a will and perhaps a revocable living trust. Your durable power of attorney for healthcare and a...More |
Our News
Thank you for your interest in Westmont College. Our hope is to serve you and your family with helpful information.More |
||||
|
Washington News
Each year, IRA owners age 72 and older must take a required minimum distribution (RMD). The RMD in nearly all cases is calculated using the Uniform Table. Under the Uniform Table, distributions generally start age 72 at approximately 3.7% and increase each year. The RMD must be taken on or before December 31 of each year.
Many IRA owners with significant balances take the RMD during the last quarter of the year. Because many individuals with larger IRAs do not require IRA funds for daily living...More |
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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.