Make Meaningful Impact
Planned Giving
Leaving a Legacy Through
Planned Giving
Planned giving is a powerful way to make a lasting impact while supporting the mission of Westminster Communities Foundation. By thoughtfully arranging a gift in advance—often as part of estate or financial planning—you can contribute to the future of Westminster Communities of Florida.
See our planned giving opportunities below and reach out to the Foundation office at (407) 830-5050 or your community representative.
What Is a Planned Gift?
A planned gift is a charitable contribution that is arranged ahead of time and typically executed through your estate plan. These gifts may include bequests, charitable trusts or gifts of assets such as stocks, real estate or life insurance policies. By including Westminster Communities Foundation in your planning, you help support residents, team members and programs while shaping a brighter future for the community.
Ways to Give
We offer several planned giving options to help align your philanthropic goals with financial considerations:
- Life Income Program (Charitable Gift Annuity): Allows donors to exchange a gift of cash or appreciated assets for a guaranteed fixed income for life. This structured giving approach offers tax advantages while providing a steady source of financial security.
- Charitable Bequests: A bequest is a gift left in your will or estate plan, ensuring Westminster Communities Foundation benefits from your generosity after your lifetime.
- Charitable Trusts: Through charitable remainder trusts and charitable lead trusts, you can provide financial security for yourself or your heirs while supporting Westminster Communities Foundation. These trusts can help reduce income and capital gains taxes while ensuring your charitable legacy.
- Beneficiary Designations: You may name Westminster Communities Foundation as a beneficiary of financial assets, including retirement accounts, life insurance policies, real estate holdings, or securities and mutual funds.
Partner With Us for Impactful Giving
At Westminster Communities Foundation, we deeply appreciate the guidance of financial advisors and estate planners in helping individuals achieve their philanthropic goals. If you or your clients are interested in planned giving, our team is ready to provide resources and collaboration to structure gifts that align with personal values and financial priorities.
This information is provided for educational purposes only and should not be considered tax, legal or financial advice. Please consult your professional advisor for details specific to your situation.
