Give the Gift of a Lifetime In Your Lifetime
Would you like to leave a meaningful legacy for others? Would you like to make a big impact at The Webb Schools? Have you ever wished you could do more? If so, consider planning your ultimate gift now. You will be recognized for your generosity as part of the Fulfilling Our Promise Campaign, the largest and most ambitious initiative ever at Webb, which concludes on June 30, 2013.
There are many types of planned gifts to choose from: bequests, trusts, life insurance and annuities that can pay you income during your lifetime. And some methods offer immediate tax benefits and can even solve financial challenges. Using these instruments, many people find they can make a larger gift, with greater impact, than they ever imagined. The right choice for you will depend on your individual circumstances, but it all starts with a desire to support a cause you believe in while simultaneously meeting your financial and family needs.
If you’ve already included Webb in your will, please let us know. We want to thank you and talk with you about your gift to make sure we know how you want us to use it. Please click here for a form to document your intention.
You are also invited to contact us directly to discuss your personal planning objectives or to receive a customized gift illustration.
| Contact Information Joe Woodward Director of Institutional Advancement (909) 482-5220 jwoodward@webb.org |
Bob Fass Director of Leadership Giving (909) 445-8252 rfass@webb.org |
Below are inspirational stories of alumni, parents, and grandparents who have already chosen to support Webb in their estate plan. Similar stories and additional information can be found in our latest publication.
– Paul Reitler ’54
“My role as a parent has been filled with countless decisions to help my two children reach their potential and have productive and happy lives. Enrolling them at The Webb Schools was among the best of those decisions, and I know my son and daughter agree with me. As our children have matured into ethical and productive adults, my wife Sara and I are regularly reminded of our gratitude to Webb and are most happy to express it. We want to secure its future so that others can realize its benefits as well.”
– Bob Adler P’96, ‘00
“It is in my nature to be strategic in my planning and investing, which is why I am careful to maximize charitable giving to be mutually beneficial. Making a gift through my estate is like an insurance policy that reinforces my prior charitable investments. I find that I can make a big impact later without sacrificing my current assets when I need them most. I hope my choice to support Webb encourages you to do the same, or to at least give it your full consideration. Together, we can achieve great things for our ‘little school on the hill.’” – Clifford S. Heinz, Jr. ’37
The materials contained on this website are intended only to show some ways by which you can make a charitable gift or bequest and thereby minimize federal tax liabilities, as authorized by the Internal Revenue Code. All examples are of a general nature only and should not be applied to your specific situation without first consulting your attorney or other advisers.
