Planned Giving
We make a living by what we get, we make a life by what we give.
Sir Winston Churchill
Westfield will unveil its formal Planned Giving Program in 2009. Given the many tax advantages of making a gift, the process of planned giving involves finding the best way for individuals to carry out their charitable intent. Wills, life insurance policies, retirement accounts, and other planning vehicles can offer specials ways to leave a lasting legacy at Westfield. Planned gifts will go into Westfield’s Endowment Fund. A strong endowment means a strong future for Westfield.
The Westfield Legacy Society has been created to honor and recognize individuals who have made provisions in their estate for Westfield. There are easy ways to join and make a significant impact on Westfield and her future.
- Prepare a will with a bequest, charitable remainder trust, charitable gift annuity, charitable lead trust and/or retained life estate plan
- Leave a gift in your will for Westfield because it made a difference in your life, you child’s life or your grandchild’s life
- Name Westfield as the beneficiary of your IRA or pension plan
- Name Westfield as the beneficiary of a new or existing life insurance policy
Financial planning must be shaped with care and professional advice. Please seek the guidance of a qualified advisor such as your attorney, CPA, or financial planner. If you would like information on Westfield’s Planned Giving program or becoming a member of The Westfield Legacy Society, please contact The Development Office.
