Giving Options

A charitable gift from your estate is a favored method of giving that enables you to achieve your financial goals, maintain control of your assets, and benefit Westover.

While you may transfer many of your assets through your will or living trust, a document called a beneficiary designation controls distribution of your retirement plans, life insurance policies, commercial annuities and a variety of financial accounts.

The IRA charitable rollover (also called the Qualified Charitable Distribution, or QCD) is a great way to make a tax-free gift to Westover School.

Planned giving is a great way to support Westover while generating income for yourself and your family. Learn how these gifts allow you to achieve both of these goals.

Donate your home, farm or a second home to Westover and receive an immediate income tax charitable deduction, while retaining the right to live in your home for the rest of your life. If you itemize your deductions instead of taking the standard deduction you could save significant income taxes.

Receive immediate cash and make a gift to Westover School by selling to us a valuable asset, such as real estate, for less than it is worth.