Gift Planning
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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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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.
- Designated Gifts and Foundation Facilitated Gifts: Many donors
- desire to give assets to their local church, a mission project, special ministry or a combination of charities. Often they would like to make a gift with income retained for life, or some other type of planned gift. However, local churches and other charitable recipients are often not equipped to administer those special types of gifts.
Sometimes a donor wishes to gift an asset, such as a block of stock or parcel of real estate, to a combination of charities. This is usually not feasible unless the gift is made to another charitable organization equipped to sell the asset and distribute the proceeds.
Often donors desire to establish an endowment fund with income directed for perpetual support a special ministry or several ministries. They need someone to hold and administer the fund.
Your United Methodist Foundation is equipped to provide the services needed to accomplish such gifts. We frequently receive gifts in exchange for a life income contract for the ultimate benefit of a local church or other ministry. We also receive gifts designated to benefit multiple charities or to establish a family named endowment fund.
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- Updated 01/06/2010. Questions? Comments? Contact the webmaster at: sboultbee @ niumf. org (remove spaces)
- 1001 N. Western Ave., Suite D, Marion, IN 46952
- Telephone: 765.664.2327 Fax: 765.664.2598 Toll Free: 866.669.2327