SWAGÊÓƵ

You can start impacting lives right now by using our secure online giving form. You can make a one-time gift, or keep the momentum going by setting up a recurring gift on a monthly, quarterly, or annual basis.

Check out our Fund Finder to discover how you can make an impact!

Send a check or money order payable only to Western University of Health Sciences to:

Western University of Health Sciences
309 E. Second St.
Pomona, CA 91766-1854
(909) 623-6116

To assign your donation to a specific fund, please write the fund name into the memo or note section of your check.

Make a lasting difference through a planned legacy gift to SWAGÊÓƵ. Legacy gifts – such as a bequest, life income plan or beneficiary designation – provide a way to support families in the future while maintaining control over your estate and assets. As you plan and reflect on the legacy you will leave, thank you for considering a gift to benefit our mission.

We are also here to help. If you have any questions about remembering Western University of Health Sciences in your estate plans, please contact us for a confidential consultation. No hard pressure; no “selling.” Simply direct feedback and/or referrals to professionals who can advise you and your family.

The Office of Planned Giving at SWAGÊÓƵ
Western University of Health Sciences
E: legacy@westernu.edu
U: www.westernulegacy.org
P: 909-469-5230

ALL DONATIONS, EXCEPT STOCK GIFTS, SHOULD BE WIRED TO:
Bank: Wells Fargo Bank Account
Title: Western University of Health Sciences
Account number: 4159285741
Routing number: 121000248
Memo/Att. to: Gift Administration and Data Integrity

Gifts of securities such as stocks or other appreciated assets can be an easy, tax-efficient method for making a gift – and an impact! In most instances, you can take a tax deduction for the full market value of the gift and avoid any capital gains tax.

GIFTS OF U.S. COMMON STOCK SHOULD BE WIRED TO:
CITIBANK N.A.
FBO Morgan Stanley Smith Barney
CREDIT TO:DTC #0015
Account #527-106394
Western University of Health Sciences

DAFs are a great way to showcase your generosity. They are simple, cost-effective, flexible, and allow you to give to your favorite causes, including SWAGÊÓƵ. With a DAF. you can diversify your giving and take advantage of tax benefits. Use the following information when making your recommendation for a grant from your DAF.

Western University of Health Sciences
309 E. Second St.
Pomona, CA 91766-1854
(909) 623-6116

Once you reach 70½ years of age, you can make a tax-free distribution from your individual retirement account (IRA) to SWAGÊÓƵ. Any qualified contribution up to $100,000 counts toward your required minimum distribution (RMD). If you are married, your spouse may also make a qualified charitable distribution of up to $100,000.

HOW IT WORKS

To make a gift from your IRA, contact your IRA administrator (some examples are Fidelity, Merrill Lynch, Schwab, Vanguard, etc.) and ask your representative to send a check in the amount you desire (up to $100,000) payable to Western University of Health Sciences. Some have a form you can fill out. If your administrator does not, you can send a letter to your IRA administrator requesting a charitable distribution to SWAGÊÓƵ. Making sure to include the following information:

1) Enter the name and address of your IRA custodian/administrator.
2) Enter the date.
3) Enter your IRA account number.
4) Enter the amount you wish to transfer.
5) State where you would like the gift to be directed.
6) Include a phone number or email address where you can be contacted.
7) Sign the letter, print your name as the Plan Owner, and include your return mailing address.

Checks should be mailed to:
Western University of Health Sciences
309 E. Second St.
Pomona, CA 91766-1854
(909) 623-6116

Matching gifts are a great way to multiply your impact by using your personal or professional network, and even others in the SWAGÊÓƵ community! Here’s how:

Use Your Gift for a Match Campaign
Challenging your friends, family, coworkers, and others in the community to match your donation is a great way to expand your impact on students and communities. For example, we can help you create a match challenge mini-campaign on social media encouraging others to contribute to match your donation of $5,000 or more. This way, you have the potential of raising $10,000 or more! We can help you choose the fund – too.

Ask Your Employer to Match Your Gift
Many employers will match tax-deductible charitable contributions made by their employees, retirees and employees’ spouses. Some provide matching funds to support employee volunteer hours. The gift you give today could be DOUBLED OR EVEN TRIPLED.

THREE EASY STEPS FOR DOUBLING YOUR GIFT WITH A COMPANY MATCH

1. Check with your company’s Human Resources department to see if a matching gift program is available.
2. Complete the requirements your company has in place for matching gifts.

You may need the following information:

EMPLOYER IDENTIFICATION NUMBER (EIN): 95-3127273
ORGANIZATION: Western University of Health Sciences
ORGANIZATION MAILING ADDRESS: 309 E. Second St., Pomona, CA 91766-1854
ORGANIZATION PHONE NUMBER: (909) 623-6116
ORGANIZATION WEB SITE: www.westernu.edu
ORGANIZATION TYPE: Higher Education Nonprofit

Whether you want to make philanthropy a part of your corporate culture, engage your team, or bring attention to your brand, we’ll work with you to provide an experience that achieves your goals and allows you to create a lasting impact in your organization and your community

Contact:
Leah Schueler, Ed.D
Assistant Vice President, Development – California
Email Link