Make a Big Impact with a Planned Gift

One of the simplest and most meaningful ways to leave a legacy is by naming the School in your will or living trust.

You may designate the School as a beneficiary of your retirement plan assets (such as an IRA, 401(k), or 403(b)), life insurance policies, donor-advised funds (where permitted), or bank and investment accounts.

• An impactful, tax-smart giving option for donors aged 70½ or older.

• Prior to making a gift from an IRA, please complete this form to notify Westminster of your intent so that we can ensure your gift is processed accordingly. If you or your financial advisor have any questions, please contact Katie Laney at katielaney@westminster.net or at 404-609-6230. Click here for the IRA Notification form. 

These giving vehicles can provide income to you or your loved ones while ultimately supporting the School's mission.

• Stocks, securities, and other appreciated assets may offer tax advantages while creating a lasting impact.
• Prior to making a gift of stock or other appreciated securities, please complete this form to notify Westminster of your intent and to receive transfer instructions. If you or your financial advisor has any questions, please contact Michelle Bibiano at (404) 609-6384 or email Advancement Services at advservices@westminster.net.