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October 2011
Multiplying Resources for Ministry
Planned Giving Ideas 
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Greetings!

The United Methodist Foundation offers these resources to help your church plan for the next generation.  And for United Methodists,we offer ideas on how to plan for the gift of a lifetime! We would be pleased to discuss ideas with you.  Contact us!

 

 

A few generous United Methodists who have left a legacy for their church's future...  
 
 

 

 

 

 

 

 

 

 

lois

 

 

 

 

 

 

 

klossterman

 

 


  
  
  
  

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So What Is Planned Giving About Anyway?

 

 

Planned giving helps people make charitable gifts, often using assets accumulated over a lifetime. A planned gift integrates personal goals, financial considerations and estate plans.  These gifts can be made during life or after death. Using planned giving strategies, generous people can make charitable gifts that may not be possible when considering only yearly income and earnings.

 

Some examples...

  • Remembering the church in your will - click here for sample bequest language.  
  • Charitable gift annuity: a gift that provides income to the donor during life and a gift to the church after death - Learn how one UM family used gift annuities in estate planning. Read more
  • A beneficiary of what remains in a pension plan or IRA after the donor passes away.  

Gifts of Gratitude
Honoring Loved Ones 

 

A gift to the church's Memorial Fund is an excellent way to honor a faith-filled life.  The committee name may suggest these gifts honor only lives of those who have died.  Not so! Read more... 

  

 


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Planning for the Church's Future

Foundation Staff Can Assist Your Church

 

A local church permanent endowment fund is an excellent way to plan for future ministry.  It assures generous friends that gifts to the fund will be used to bring the hope and love of Jesus Christ to future generations.

 

 

 

One elder describes it like this:"My church has always been an important part of my life, and I want to always be a part of my church."

 

During her lifetime she gave generous and faithful donations from her current income. And she gave her stewardship conviction permanence with a gift from her estate to an endowment fund.

 

Need help 

setting up an endowment fund for your local church?  Already have a fund and need assistance with encouraging gifts? Contact 

Janet Boryk, Director of Planned Giving or Harry Nicol, Foundation President to get started.

 

 

 

 

For a Limited Time Only!
Gifts from Seniors: IRA Charitable Rollover
 
  

Congress extended charitable legislation which offers certain seniors the opportunity to make tax-free charitable gifts to their local church directly from their IRAs.  Using these assets, you may

  • Make a special gift to your church
  • Pre-pay your pledge for 2012
  • Contribute to your church's capital campaign

Read more... 

 

  

 

Did you know...

Foundation staff can assist UMs as they consider making a planned gift.  Contact us for more details.