Impact the future through planned giving.
A planned gift touches the lives of others while creating a lasting legacy. You can find peace of mind through a wide variety of tax benefits while at the same time help your church achieve its goals for the future.
Types of Planned Gifts.
Gift Options
Gifts of stocks and bonds
GIFT OF STOCKS AND BONDS
Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to your church or favorite ministry.
GIFTS OF REAL ESTATE
Donating appreciated real estate, such as a home, vacation property, undeveloped land, farmland, ranch or commercial property can make a great gift to your church or favorite ministry.
GIFTS OF RETIREMENT ASSETS
Donating part or all of your unused retirement assets such as a gift from your IRA, 401(k), 403(b), pension or other tax-deferred plan is an excellent way to make a gift to your church or favorite ministry.
GIFTS OF CASH
A gift of cash is a simple and easy way for you to make a gift.
GIFTS OF INSURANCE
A gift of your life insurance policy is an excellent way to make a gift to your church or favorite ministry. If you have a life insurance policy that has outlasted its original purpose, consider making a gift of your insurance policy. For example, you may have purchased a policy to provide for minor children and they are now financially independent adults.
Wills and Bequest
What are the benefits of making a bequest?
WHAT ARE THE BENEFITS OF MAKING A BEQUEST?
- Leave a lasting legacy to be remembered
- Lessen the burden of taxes on your family
- Possible estate tax savings
WHAT ARE MY OPTIONS?
- Gift a specific dollar amount or asset
- Gift a percentage of your estate
- Gift from the balance or residue of your estate
- Make a beneficiary designation of certain assets.
GET STARTED OR LEARN MORE
A bequest is one of the easiest gifts to make. With the help of an advisor, you can include language in your will or trust specifying a gift be made to family, friends or your United Methodist Church as part of your estate plan.
Click below for more information regarding planned giving or contact our team.