1. Planned Giving
  2. Meet Our Donors

Meet Our Donors

Celebrating Myrna and Merle Allshouse—A Legacy of Helping Others

Myrna and Merle Allshouse

The Westminster Communities Foundation is honored to recognize longtime residents Myrna and Merle Allshouse for a generous $50,000 bequest to the Suncoast community’s Benevolent Assistance Program. Read More

Palms Couple Hopes to Be Witness to Others

John and Judie Underwood

John Underwood is a proud fourth-generation ordained Presbyterian minister. His great-grandfather began the mission work in Korea in 1885, led the translation of the Bible into Korean and founded what became one of Korea’s leading universities. Read More

Couple Feels Called to Support Those in Need

Wilfred and Patrick Souchereau-Caraher

For Wilfred and Patrick Souchereau-Caraher, Westminster Towers is truly a place to call home. Read More

Meet Shirley Selden of Westminster Manor Bradenton

Shirley Selden

As a supporter of the Westminster Communities Foundation with several charitable gift annuities, Shirley sees them as an ideal way of supporting her neighbors as well as generating income toward her budgeted expenses. Read More

Helping Others Live the Best Life Possible

Fred Jackson

In retirement, Fred continues to be motivated by a giving spirit. Fred's varied volunteer efforts include many at Westminster St. Augustine, where he and his wife, Carla, became residents about nine years ago. Read More

Helping Westminster, Helping Themselves

Henry and Dorothy Kalapaca

They've established two charitable gift annuities since. In 2008, it provided a secure income in a tumultuous economy; in 2014, it supported renovations at a nearby Westminster facility. Read More

Helping Neighbors: Dr. Rev. Roy and Nancy McCormick

They’ve dedicated their lives to just that, as Roy served as a minister with the Presbyterian Church and Nancy worked as a marriage and family therapist. Read More

Volunteer Spotlight: George Fong

George Fong

George Fong makes the most of life’s special moments. As the “official photographer” at Westminster Oaks, George takes photos of new residents for our MyWLife Directory and for events and parties. Read More

Finding Their True Home

Marcia and Bob Schleif

There are many reasons to support the Westminster Communities Foundation. For Bob and Marcia Schleif, becoming legacy donors was an endorsement of how Westminster Communities of Florida has blessed them since they came to Point Pleasant in Bradenton eight years ago. Read More

Caring For Generations

Janis Fudge

Many years ago, my mother lived at Westminster Towers, in downtown Orlando. She was independent and loved to shop, have her weekly hair appointment and driving others to church, and generally what I called "be-bopping" all over the place. Read More

Meet Robert Hodge of Westminster Towers Orlando

Robert Hodge

We are spotlighting Westminster Towers Orlando resident Robert Hodge, a member of the Foundation's Legacy Society. Our Legacy Society honors donors who have generously included the Westminster Retirement Communities Foundation in their estate plan. Read More

Military Couple Dedicated to Serving Others

Barbara Stakk and Robert Palsha

At Westminster Suncoast, the Wall of Honor displays photographs of residents who served in the military, including Barbara Stakk and Robert Palsha. Barbara, a nurse, served in the Army Reserves and then as an active duty nurse during Desert Storm. Robert, a combat soldier, completed tours in Korea, Laos and Vietnam. Read More

What the Westminster Retirement Communities Foundation Has Meant to Me

Chris Simons

My late husband and I moved to Westminster Suncoast in 2003. Almost immediately we realized that the residents and staff were our new family and we had a desire to care for them, financially, as we do for our three daughters. Read More

Have You Made a Difference in Someone Else’s Life?

Bob and Naomi West

Bob West served as the chaplain for the State of Florida House of Representatives for 37 years, all without pay in the form of a paycheck. Instead he earned love and admiration from everyone he counseled and comforted. During this time he was a spiritual advisor but never talked politics. He’s a rock for everyone he meets, and Naomi is his rock. Read More

Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. California residents: Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. Oklahoma residents: A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. South Dakota residents: Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.

A charitable bequest is one or two sentences in your will or living trust that leave to Westminster Communities of Florida a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

"I, [name], of [city, state, ZIP], give, devise and bequeath to Westminster Communites of Florida [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to WRCF or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the potential tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to WRCF as a lump sum.

You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to WRCF as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and WRCF where you agree to make a gift to WRCF and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.
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