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Gifts By Will
A. Outright bequests
- Percentage of estate (usually after providing for care and education of children, taxes and estate settlement costs)
- Specific amount or designated assets
- Residue of estate (after specific bequests to loved ones)
B. Testamentary Trusts - Examples:
- Single person leaves estate in trust for loved one, remainder to help others
- Husband leaves estate in trust for wife, portion of remainder to children, portion to help others
- Wife leaves estate in trust for husband, remainder to help others
C. Testamentary Gift Annuities (guaranteed fixed income to designated beneficiary(ies) for life, remainder to help others)
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
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