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Planned Giving

Impact a church or organization close to your heart

  • Your charitable gift will provide vital support for the ministries you care about most

  • Take advantage of immediate or deferred tax benefits for you and your family

  • Leave a legacy that will serve future generations

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Gift Planning

Our Mission

The mission of the United Methodist Foundation of Pennsylvania is to build a foundation for thriving and faithful United Methodist churches and agencies in our region. We are here to support you in reaching your charitable goals. Reach out to our office for guidance on how to tailor your gift plan to impact mission and ministry in Pennsylvania.

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Bequests
Bequests
Bequests
A bequest is a gift made through your will or trust. It is one of the most popular and flexible ways that you can support your church or a favored ministry.
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IRA Charitable Rollover
IRA Charitable Rollover
IRA Charitable Rollover
Are you age 70 and ½ or older? An IRA rollover allows you to reduce your taxable income by making a gift directly from your IRA.
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Beneficiary Designation
Beneficiary Designation
Beneficiary Designation
A beneficiary designation, such as that on a retirement account, investment account, or a life insurance policy, is a simple and affordable way to make a charitable gift.
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Resources for Professional Advisors

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PRIVACY STATEMENT

This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice. For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.