“I’ve been a part of Webb for a long time as a student and alumnus, Chairman of the Board of Trustees, and now as a Life Trustee. Proudly, I’m also a grandparent of Chason ‘13. Each of these experiences has brought its own reward and insight. Together, they solidify my profound admiration for the transformative experience of a Webb education. I give not only because Webb is my alma mater, but because I am steadfast in my belief that this school provides one of our greatest opportunities to create tomorrow’s leaders, men and women of character who will serve with honor and distinction. For this same reason, my wife and I made a provision for Webb in our estate plan. I can think of no better way to impact society in the future than to support this vital mission by planning today.”
Is a beneficiary designation gift right for you?
If you own a qualified retirement plan, such as an IRA, 401(k) or 403(b) and would like to make a charitable gift, your family or your estate might benefit if you update your beneficiary designation form naming our organization as a beneficiary. Beneficiary designation gifts may help your heirs avoid paying income tax on certain inherited assets and may help your estate avoid estate taxes.
If you have questions about making a beneficiary designation gift, please
contact us. We would be happy to work with you and answer any questions that you have.
Since the benefits of each gift may be different, you should seek the advice of your legal, tax or financial advisor.
