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Welcome to Westminster College
Planned Giving

Daniel C. Diedriech
Vice President of
Institutional Advancement
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Thank you for your interest in Westminster College planned giving program. This is your special resource for charitable estate and gift planning. We hope you take advantage of everything this web site has to offer.

Thank you for taking the time to explore the benefits of gift planning. Always remember, one person can make a difference!

IRA Rollover Gifts

To learn more about IRA Rollover Gifts, click the Launch button.

Benefits for Family and Westminster College

There are several types of gift planning options. Many of these have wonderful benefits for you. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.

Creating Endowed Funds
Ron Kostich, class of '63, may never have set eyes on Westminster College before attending here, but he has never forgotten the strong friendships and warm memories that were fostered in his four years at Westminster. So when updating his personal trust he created three testamentary endowed funds. More on Creating Endowed Funds >>.

Deferred Gift Annuity
Several years ago Larry and Allison invested $30,000 in what they believed to be an attractive stock. It turned out to be a very wise decision, because the value of the stock increased to $100,000 a few years later. More on Deferred Gift Annuity >>.

Easy IRA Gift
Barbara retired after forty years as a teacher. She had volunteered for many years with Westminster College. She had an IRA and was nearing the time to take her required payout for this year in the amount of $2,000. More on Easy IRA Gift >>.

Tax-Free IRA Gift
Bill Backer knew that the education and other opportunities he received at Westminster College helped him gain the good life, and he wanted new generations of students to have the same opportunities. Working with his financial planner and Westminster College he learned how to move his 40l(k) assets into an IRA and take advantage of the tax-free IRA gift option. More on Tax-Free IRA Gifts. More on Tax-Free IRA Gift >>.

Steps to Wise Giving

There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.

Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience.

Professional Advisors

We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact dan.diedriech@westminster-mo.edu.

If you are a professional advisor, you may take the following steps on this site.