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Welcome to Westminster College
Planned Giving
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. This web site is updated regularly, so please visit often to read the new articles.
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.
| Personal Planner | Trusts To Protect Children
 Trusts are an excellent way to provide for the support and care of children while protecting them. Two important reasons to create a trust are to care for minor children or for a special needs child. More ... |
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 alumni and friends have enjoyed increased income and generous tax savings. You might start by meeting these friends and reading their stories. Just click on the picture and you can view each story.
 | 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 >>. |
 | Major IRA Gift
Tom is a retired CPA. With good investments, his IRA had grown to become over 80% of his total estate. Tom was looking for a way to rebalance his estate. He wanted to make a major gift to charity, but needed to protect his home and personal savings. More on Major IRA Gift >>. |
 | An Everyday Hero...
This is a real story about a real person. He was the sort of man we have all had weave in and out of our lives. Always there singing in the choir, serving as an elder, behind the scenes doing whatever task was needed in the community. More on An Everyday Hero... >>. |
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.
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