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Planned Giving Education
 
     What is planned giving? It is the act of preparing to leave a legacy gift to the church or United Methodist institution that has meant so much to so many. Our service is to provide planned giving programs through the church or institution to assist individuals in theeducation process to help them understand the many ways gifts can be made.

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 while receiving 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
Donor Advised Funds
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.
 
 
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
® © Copyright 2017 United Methodist Foundation of Western North Carolina, Inc. All rights reserved.