Planned Giving

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The Heritage Society: Building our Legacy

The Heritage Society recognizes those generous individuals who include Westminster Canterbury Foundation of Westminster Canterbury Richmond in their estate plans. They may include the Foundation in their will or trust, name Westminster Canterbury Foundation as a beneficiary of a life insurance policy or retirement account, or they may establish a life income agreement with Westminster Canterbury such as a charitable gift annuity or charitable remainder trust.

If you have made such a commitment to Westminster Canterbury Foundation, you qualify as a member of the Heritage Society. If you have not already done so, we would be most grateful if you would advise us of your plans in whatever detail you deem appropriate. If you wish to remain anonymous you only need to state that preference. Any information you provide to the Foundation will be held in strict confidence.

Your commitment through your planned gift and your membership in the Heritage Society not only honors our community. By creating a legacy for us, you treat our community like family. Gifts like yours will strengthen our endowment, enable us to improve our facilities and our programs, enhance our staff's excellence. Your planned gift will be a link to our past. And your commitment to our future.



Copyright © Westminster Canterbury Foundation, All rights reserved.

The information in this website is not intended as legal advice. For legal advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to income tax apply to federal taxes only. Federal estate tax, state income/estate taxes or state law may impact your results.


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Westminster Canterbury does not discriminate because of race, color, religion, sex, disability or national origin. As a retirement community, Westminster Canterbury limits residency to persons 62 years of age or older.

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