Planned Giving

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For Professional Advisors

In your work as a professional advisor, you value professionalism, integrity and honesty, taking the utmost care when serving your clients. As a nonprofit organization, we share your values and take the same care when it comes to helping our donors plan charitable gifts to the Westminster Canterbury Foundation. Please use these tools as you help your clients with their charitable plans, and feel free to contact us for more information or assistance.

Tools for Professional Advisors
Legal Name: Westminster Canterbury Foundation
Tax I.D. Number: #52-1189655
Incorporated In: Richmond, VA

Resources: Forms, Links and Books
Gift Calculator
Reference Library

Partner With Us
We understand that gifts to charities such as Westminster Canterbury Foundation can be an important part of your clients' overall financial and estate plans. That's why we're committed to working with you to ensure that your clients find the charitable arrangements that best meet their needs. We believe that charitable planning is a process that ideally involves the donor, professional advisors and our gift planning staff—all working together to arrange the best gift possible.

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.

All material copyrighted 2010 Westminster Canterbury Richmond. All rights reserved.

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