Giving To A Community That Gives So Much.

The most popular method of planned giving, are easy to understand, provide peace of mind, and do not require you to part with any assets during your lifetime. At your request, your attorney will prepare the appropriate language to be included or added to your will.

A simple contract with The Westminster-Canterbury Foundation that allows you to make an irrevocable transfer of cash, appreciated stocks, or mutual funds or bonds to the Foundation. In return, The Foundation agrees to pay you a fixed lifelong income. The older you are when you initiate the contract, the higher the annuity payment.

A specified distribution of funds to one or more beneficiaries, at least one of which is not a charity, on at least an annual basis. The distribution must be paid at least annually for life or for a term of years. When the trust terminates, the corpus is distributed to the charities named as the charitable remainder beneficiaries.

Life Insurance provides a way for you to make a sizable gift for a minimal outlay of available funds. You may donate an existing policy (either fully or partially paid) or a new policy simply by naming the Westminster-Canterbury Foundation the beneficiary. Upon the donor’s death, the Foundation receives all or part of the policy’s proceeds. You would also be entitled to a charitable tax deduction.

401(k) or 403(b) Retirement Plans comprise one of the easiest ways to make a substantial donation to the Foundation. Once beneficiary designation forms for each plan are filled out with the Foundation as the full or partial beneficiary, the Foundation receives the assets upon the plan owner’s death. Here, too, donors can receive significant income and estate tax savings.