Your Goal

Your Gift

How to Make the Gift

Your Benefits

Make a quick and easy gift

Outright gift

Donate cash, securities or personal property

Income tax deduction; avoidance of any capital gains tax

Make a revocable gift during your lifetime

Living trust

Name UPUMC beneficiary of assets in a living trust

Control of trust for lifetime; possible estate tax savings

Defer a gift until after your lifetime

Bequest in will

Name UPUMC in your will

A donation exempt from federal estate taxes

Make a large gift with little cost to yourself

Life insurance gift

Give a policy with UPUMC as owner and beneficiary

Current income tax deduction; possible future deductions

Avoid the twofold taxation on retirement plan assets

Retirement plan gift

Name UPUMC as beneficiary of the remainder of the assets after your lifetime

Avoidance of heavily taxed gift to heirs, allowing less costly gifts

Avoid capital gains tax on the sale of a home or other real estate

Real estate gift

Donate the property to UPUMC, or sell it to us at a bargain price

Immediate income tax deduction and avoidance of capital gains tax

Give your personal residence or farm, but continue to live there

Retained life estate

Designate the ownership of your home to UPUMC, but retain occupancy

Charitable income tax deduction and lifetime use of home

Secure a fixed and often increased income

Charitable remainder annuity trust

Create a charitable trust that pays you a set income annually

Immediate income tax deduction and fixed income for life

Create a hedge against inflation over the long term

Charitable remainder unitrust

Create a trust that pays a percentage of the trust’s assets, valued annually

Immediate income tax deduction, annual income for life that has potential to increase

Supplement income with fixed annual payments

Charitable gift annuity

Enter a contract with UPUMC, in which we’ll pay you fixed payments annually

Current and future savings on income taxes; fixed payments for life