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Welcome to Westminster College
Planned Giving

Wayne Lowen
Director of Planned Giving
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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

If you are over age 70½, you may rollover up to $100,000 annually from your IRA to our organization. To learn more about IRA Rollover Gifts, click the Launch button to watch a brief video.

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.

Endowed Scholarships
John and Karen have been faithful supporters of Westminster College over the years. They visit the campus often and have fond memories of those visits. Both of them strongly believe that it is important to support and encourage young people for they are the future. More on Endowed Scholarships... More on Endowed Scholarships >>.

Tax-Free Sale
Gene and Carol White were age 55 when they purchased some development land outside of town. They thought it would be a good investment that they could later sell for a higher price. They have owned the property for 10 years and now would like to sell. More on Tax-Free Sale >>.

Double My CD Return
Valerie is a retired high school English teacher. She has been a careful saver and has a number of certificates of deposit, but she has seen her income decline. More on Double My CD Return >>.

Peace of Mind Gift Annuity
The 50th anniversary of the class of 1957. A time of celebration, a time for renewal. Jim Adams '57 and his wife Nancy knew that this reunion was the perfect time to partner with Westminster while inspiring others to do the same. More on Peace of Mind Gift Annuity >>.

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 wayne.lowen@westminster-mo.edu.

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