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Planned Giving
 
Overview
What is planned giving? It is the act of preparing to leave a legacy gift for your church or United Methodist institution that has meant so much to so many. The United Methodist Foundation is equipped to work with individuals who are thinking ahead to make a gift beyond their lifetime and to help them understand the many ways gifts can be made. Click here to download a Christian Guide to Planning Your Will and Trust.

Benefits of Planned Giving
There are many planned giving vehicles to help individuals accomplish their goal, some of which provide great benefit to the donor as well as the charitable beneficiary. Life Income Gifts provide excellent opportunities for a donor to make a gift, increase income during their lifetime and receive estate and income tax benefits. The United Methodist Foundation offers support for the following life income gift vehicles:
Charitable Gift Annuities
Charitable Remainder Unitrusts
Charitable Remainder Annuity Trusts
Charitable Lead Trusts
 
Other types of gifts might include:
Outright gifts of cash
Donor Advised Funds
IRA distributions
Appreciated Stock
Bequests
Designated Beneficiary of a Life Insurance Policy
Designated Beneficiary of an IRA or other pension plan
The United Methodist Foundation serves as trustee and administers these vehicles which benefit the local church or United Methodist institution. The Foundation has the expertise and technical support to partner with other professionals, to accomplish the needs and desires of both the donor, as well as the church institution.
 
IRA Rollovers. Read about other Donor Stories, and Wills Presentation. Create Your Own Plan through our gift calculator. Read about Finance News and our Reading Room. Sign up for our weekly Donor eNewsletter.

There's also more information for financial professionals such as Tax News, a Gift Law Calculator, Tax References and an opportunity to sign up to receive a weekly Advisors eNewsletter.
 
 
United Methodist Foundation of Western North Carolina, Inc.
Address: 13816 Professional Center Drive, Suite 100 Huntersville, NC 28078   |   Phone: 704-817-3990   |   Fax: 980-422-0390
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