You are at: Planned Giving > Gift Options > How to Give
The staff of The Foundation will work with you to match the way to give that best fits your current circumstances. We can help you create planned gifts through your will, your insurance or retirement policies, or with a payable on death account. Those who prefer a stream of income now with a gift to ministry after their lifetimes could consider a charitable gift annuity or a charitable remainder unitrust. We are here to help you consider the many possibilities of giving to fund transformational ministry. Please contact us for information on any of the gift models below or to consider the possibilities of other ways to give.
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Bequest
You make a gift to The Foundation by your will or living trust.
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Qualified Charitable Distribution (IRA Rollover)
Congress has enacted a permanent IRA charitable rollover. As a result, you may be able to make an IRA rollover gift this year and in future years. Contact your IRA Administrator and tell them you want to make a qualified charitable distribution to United Methodist Foundation of West Virginia, Inc.
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Beneficiary Designation Gifts
You can designate us as a beneficiary of a retirement, investment or bank account or your life insurance policy. Contact the account or insurance representative for the form to accomplish this.
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Charitable Gift Annuity
You transfer your cash or appreciated property to our organization in exchange for our promise to pay you fixed payments (with rates based on your age) for the rest of your life.
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Charitable Remainder Trusts
You transfer your cash or appreciated property to fund a charitable remainder trust. The trust sells your property tax free and provides you with income for life or a term of years.
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Charitable Remainder Annuity Trust
You transfer your cash or appreciated property to fund a charitable remainder annuity trust. The trust sells your property tax free and provides you with fixed income for life or a term of years.
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Charitable Lead Trust
You fund a trust that makes gifts to us for life or a specific term of years. Your family receives the trust remainder at substantial tax savings.
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Sale and Unitrust
You give a portion of your property to us to fund a charitable remainder trust, when the property sells you receive cash and income for life.
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Bargain Sale
We purchase your property for less than fair market value. You receive cash and a charitable deduction for the difference between the market value and purchase price.
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Give It Twice Trust
You provide your children with a stream of income while making a gift to charity.
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Life Estate Reserved
You give your property to our organization but retain the right to use the property during your life.
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