Giving Makes a Difference

A Gift by Check

The simplest way to support WCBR is through a check made payable to the Annual Fellowship Fund or the Annual Employee Education Fund. If the gift is not specifically designated, it is directed to the Fellowship Program and used where it is most needed within this program. Gifts are tax-deductible as allowed by law.

A Gift of Securities

Gifts of appreciated stock enable donors to receive a charitable deduction of the full fair market value of a stock on the day it is donated while also avoiding any capital gains taxes on the appreciated stock.

Life-Income Arrangements

A gift annuity or a charitable remainder trust are among the options that allow a donor to receive income from donated funds while still receiving income during his or her lifetime. These arrangements can be funded with cash, securities, or approved real estate.

Charitable Lead Trust

This type of trust provides income for Westminster-Canterbury for a specified period of time while preserving the assets themselves for the donor and/or heirs.

A Gift of Real Estate

Donors who wish to make a gift of their residence or other real estate may be eligible for a charitable deduction and savings on capital gains taxes on the appreciation of that real estate. Options include a retained life estate, allowing continued residence in the property, or a partial interest arrangement in which only a portion of the property or its value is donated to WCBR.

A Gift of Other Personal Property

Personal property such as antiques, furniture, collectibles, or artwork may be donated.

A Gift of Life Insurance

Making WCBR the beneficiary of a life insurance policy or donating the policy itself are among the options that offer an opportunity to give and also receive a tax deduction.

Bequests and Trusts

Including WCBR in one’s will or trust through estate planning may help save on estate taxes. To make certain that estate documents are written properly and legally, the help of an attorney is recommended. Click here for guidelines on naming WCBR in your will or trust.

Entrance Fee Refund (specific to residents)

WCBR residents can designate WCBR as the beneficiary of their Entrance Fee Refund to support the Fellowship Program or the Employee Education Program.

Qualified Retirement Plan Assets

Retirement plans such as an IRA, 401(k) plan, or a stock bonus plan can be designated as gifts to WCBR with potential benefits related to both income and estate taxes.

Our Development Office is happy to discuss in full detail the options for giving to the Westminster-Canterbury of the Blue Ridge Foundation.