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 April 27, 2025
Savvy Living
Can you offer any tips to help seniors save on their auto insurance?
As auto insurance rates across the country...More |
Personal Planner
Most families purchase their largest personal residence in their mid-forties. Families with children often need the...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, traditional IRA owners aged 73 and older must take a required minimum distribution (RMD). In nearly all cases, the RMD is calculated using the Uniform Lifetime Table. Under the Uniform Lifetime Table, distributions generally commence at age 73 at approximately 3.8% and increase each year based on the age of the IRA owner. The RMD must be taken by December 31 each year.
Many traditional IRA owners with larger balances take their RMD during the months of October, November and December....More |
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News
Sunday April 27, 2025
|
Savvy Living
Can you offer any tips to help seniors save on their auto insurance?
As auto insurance rates across the country...More |
Personal Planner
Most families purchase their largest personal residence in their mid-forties. Families with children often need the...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, traditional IRA owners aged 73 and older must take a required minimum distribution (RMD). In nearly all cases, the RMD is calculated using the Uniform Lifetime Table. Under the Uniform Lifetime Table, distributions generally commence at age 73 at approximately 3.8% and increase each year based on the age of the IRA owner. The RMD must be taken by December 31 each year.
Many traditional IRA owners with larger balances take their RMD during the months of October, November and December....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.