United Methodist Foundation of Indiana
Gift Planning
Newsletters
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Fall 2004 Charitable Remainder Trust
Spring 2005 Gift Annuities
Fall 2005 Life Insurance
Spring 2006 Gift Annuities
Fall 2006 Your Will
Spring 2007 Estate Planning
Fall 2007 Estate Taxes
Spring 2008 Charitable Gift Annuities
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Gifts of Securities and Other Property
Gifting appreciated securities or real estate is a very prudent way to give. Significant tax benefits can be realized by gifting property that would be subject to capital gains tax if it were sold.
The donor of appreciated property gets a tax deduction based on the fair market value of the property and the capital gain income is avoided. The donor can fulfill a desire to give to the Church and benefit from double tax advantages.
Stocks, bonds, mutual funds, a home, farm (or any other capital gain type property) given to charity can provide an income for life. The Foundation is capable of receiving such gifts in any of several arrangements whereby you receive an income for the lifetime of you, your spouse, and perhaps others. The remainder of the gift after death will be used to benefit a ministry of the Church (or other charities) you have designated. Click here to contact us
- Click here for a map to locate us. Follow our Blog Posts at: Loan Fund and Foundation
- Updated 09/27/2011. Questions? Comments? Contact the webmaster at: rwalker @ UMFIndiana. org (remove spaces)
- 8401 Fishers Center Drive, Fishers, IN 46038-2318
- Telephone: 317.788.7879 Fax: 317.788.0089 Toll Free: 877.391.8811