For more than 200 years, Westonians have been “paying it forward”: helping future generations of students through bequests and other planned (legacy) gifts. With careful planning, you can be part of this tradition – and still provide for your financial security.
Planned giving is not just for the wealthy. It is for everyone who wishes to be a good steward: to use all that they have (real estate, insurance, retirement funds, etc.) for the benefit of all that they love.
There are two basic types of planned gifts:
|GIFTS THAT COST NOTHING NOW|
|GIFTS THAT PROVIDE INCOME TO YOU AND/OR OTHERS|
You Decide What’s Important
You can direct your planned gift to whatever purpose you find most compelling: student financial aid, support for faculty, maintenance of the campus, and much more. Or your gift can be unrestricted, so it can be applied to the area of greatest need at the time it is received.
It Starts with Your Desire to Leave a Legacy
We are happy to work with you and your financial or legal advisor to consider which planned giving options are best for you and your family. To get the conversation started, call Ray Slater, Director of Planned Giving, at 610-399-7917, or send an email to firstname.lastname@example.org.
The KOB Society recognizes donors who include Westtown School in their estate plans. A time-honored tradition at Westtown, the KOB (Kindness of Bearer) is a message written on a piece of paper and folded into a small packet to protect its privacy. The KOB is then delivered to the intended recipient by a trusted friend.
Creating a planned gift is like sending a KOB to future Westonians: it is a personal message, conveyed in trust, that expresses your feelings for your school and your desire to see it prosper.
This information is general in nature and not intended as legal advice. Please talk to your legal or financial advisor about your specific circumstances.