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