Planned Giving

Creating and updating your will or living trust is an important way to care for our loved ones and reflect our philanthropic passions. 

Simply contact your attorney or advisor to discuss the best way to update your will. 

To include West Catholic, you will need our designation and tax ID number:

We are grateful to supporters who have included WC in their estate Plans and recognized them as members of the Brother Richard Kestler Society. Individuals in the Brother Richard Kestler Legacy Society receive a lapel pin, invitations to events, and are recognized in school publications. Specific questions about the Brother Richard Kestler Legacy Society can be directed to Trish Callahan in the Advancement office at (215) 386‐2244 x 111 or tcallahan@westcatholic.org. 

Retirement Plans:

IRA, 401(k), 403(b) or other tax deferred plan

• Name WC as beneficiary of all or a percentage of your retirement plan account and leave less heavily taxed assets to loved ones and WC receives 100% of the gift. 

Live Insurance Policy

• You can name WC beneficiary your life insurance policy if it has outlived its original purpose and you no longer need the policy

Certificate of Deposit, Bank or other Brokerage Accounts

• You can name WC as beneficiary of any of these accounts

Donor Advise Funds (DAF)

• You can designate WC to receive funds remaining in your DAF account after your lifetime

With each of these Gifts, simply ask your retirement plan manager or financial institution for he appropriate designation form. You will need our legal Designation.