Gifts During Life
A. Outright gifts (significant income tax benefits)
- Cash
- Appreciated securities or real estate (avoid capital gains tax)
- Almost any other property
B. Gifts of life insurance (perhaps a paid-up policy which is no longer needed)
C. Gifts that pay income to the donor or loved ones for life (remainder given to help others)
- Fixed amount of income - Charitable Gift Annuity or Annuity Trust
- Variable amount of income - Unitrust or Pooled Income Fund
D. Revocable Living Trusts (the giver may revoke or change trust provisions at any time)
E. Short-Term Trusts (income paid to causes specified by donor for a fixed number of years, remainder paid to person(s) designated by donor, or vice versa)
NOTE: A lifetime gift may be given as a memorial to a loved one or in honor of a living person who is very special to you.
TO LEARN MORE ABOUT WAYS TO HELP OTHERS, CONTACT:
The United Methodist Stewardship Foundation of Central Pennsylvania
303 Mulberry Drive, Suite 300, Mechanicsburg PA 17050-3141
717-766-7343 OR 1-800-272-0113; 717-766-1673 FAX; sfcpa@cpcumc.org
Phyllis M. Bowers direct: 717-766-5376; 1-877-619-5974 (toll-free) pbowers@cpcumc.org |