United Methodist Foundation of Indiana

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Gift Planning

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Download these PDF newsletters.

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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The Foundation offers a variety of planned giving tools.  We help donors select the best tools to achieve their objectives in furthering the work of their church or other ministry.

 A Life Estate Agreement provides for the transfer of title to your home

 or farm to charity while you retain the right to use the property for the remainder of your life.  You retain any income the property produces during your lifetime.  You also make any repairs or improvements that you desire (you also retain responsibility for maintenance costs).

In the year title is transferred, you get an income tax deduction.  Upon your death, the charity receives the property to use in supporting ministries that you have designated.  The property is excluded from your estate for both tax and probate purposes.

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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