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Planned Giving and The K.O.B. Society
While the term “estate planning” often invokes thoughts of writing wills and growing old, it really pertains to a much more creative and present way to make a gift.
At any age, there are advantages to planned giving:
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A lifetime income for the donor, family members, or friends
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Increased income for the donor
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A reduction in income taxes
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Strengthened financial resources for Westtown
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Avoidance of taxes on capital gains
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Thoughtful, professional management of your funds
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Investment diversification
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The opportunity to pass on more to your heirs
Through Planned Giving, you are able to maximize your tax and personal financial benefits while, at the same time, make a gift to Westtown of a magnitude you may not have otherwise thought possible.
The K.O.B. Society recognizes donors who include Westtown in their estate plans. Through these gifts, K.O.B. Society members are helping future financial stability for the school and preserve Westtown’s commitment to educate ongoing generations of young people who are the future of our country and our world. (Learn more about the history of the K.O.B., click here)
We invite you to look through these pages. For your own personal and confidential gift illustration or more information, please contact:
Nancy Kriebel Turner '68 Director of Planned Giving 610-399-7917 Nancy.Turner@Westtown.edu
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