United Methodist Foundation of Indiana

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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.

 Charitable Remainder Trusts:

There are two types of Charitable Remainder Trusts.  Both involve a donor gifting property to a newly created trust.  The donor retains the right to receive income for life, and at the donor’s death, the property goes to the Foundation or another specified charity.

1.     An Annuity Trust provides a fixed annual income.

2.     A Unitrust provides a variable income determined each year as a percentage of the value of the trust assets. 

The trust property is excluded from your estate for both tax and probate purposes.

The donor gets an immediate income tax deduction for a portion of the amount transferred to the trust.  In addition, if appreciated property is transferred, the capital gain income is avoided.

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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