Whose life will you change? At Westridge, philanthropy is critical to fulfilling our mission Make the Most of your Retirement Account If you’ve thought about making a gift to Westridge School, consider giving IRA assets to the School and giving other assets that are not as heavily taxed to family members. As a nonprofit organization Westridge is tax-exempt, so it will receive 100 percent of the benefit from your retirement plan assets. This can be accomplished easily. To leave the balance of your retirement account to Westridge School, simply list the School as the beneficiary on the beneficiary form provided by your plan administrator. For more information go to www.westridge.myplannedgift.org. Let us answer any questions you may have on how you can make the most out of a gift from your IRA. Contact Rebecca H. Potter at 626.799.1053, ext. 261 or rpotter@westridge.org.
This information is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor.
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