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Cullum Files

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Class Notes

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Welcome to Planned Giving

Making a planned gift is a wonderful way to show your support and appreciation for West Point Association of Graduates and its mission while accommodating your own personal, financial, estate-planning, and philanthropic goals. With smart planning, you may actually increase the size of your estate and/or reduce the tax burden on your heirs. Just as important, you will know that you have made a meaningful contribution to West Point.

We recommend that you familiarize yourself with various gift options by exploring Ways to Give and What to Give. Then compare gift options and/or calculate how these gifts could work for you. And of course, please contact us for assistance or to discuss your personal situation and objectives.

BEQUEST LANGUAGE

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Find the wording you’ll need for your gift by will.

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GIFT CALCULATION

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Determine the benefits you may receive with each type of gift.

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COMPARE GIFTS

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Compare gift types to see which will best meet your goals.

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Planned Giving Blog

Accelerating Testamentary Gift Can Yield Major Savings

Following the passage of the Tax Cuts and Jobs Act (TCJA) at the end of 2017, philanthropic American taxpayers are facing steeper hills to climb in pursuit of estate-tax savings ...
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A Charitable Gift Plan for Investors That Accomplishes Four Objectives

Charitable gifts of stock that can save capital-gain tax and accomplish several other objectives
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