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?
UNDERSTANDING WILLS AND BEQUEST
A bequest is one of the simplest ways to leave a lasting legacy. By naming your church or a United Methodist ministry in your will or trust, you can make a meaningful gift while keeping your assets available during your lifetime. A bequest can also reduce the tax burden on your family and may offer estate tax savings.
You can give a specific dollar amount or asset, a percentage of your estate, or what remains after other gifts are made. You can also name your church as the beneficiary of an account or policy.
Not sure where to start? Our Wills & Estate Planning page explains the four documents every adult needs, walks through the steps to a “Sleep Well” plan, and shows how your church can host a free seminar.
Click below for more information regarding planned giving or contact our team.
