How to Give
Giving to a cause you care about can be done either directly or through a gift model that can provide you with tax benefits and even income during your lifetime. Below is a list of common gift models which may provide you with a starting point for your gift plan. Always consult with the Foundation or your chosen charitable beneficiary to confirm whether a specific gift model can be supported by your intended recipient. Click on a gift model below to learn more.
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BequestYou designate your local church or chosen ministry as the beneficiary of your asset by will, trust, or beneficiary designation form.
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IRA RolloverCongress has enacted a permanent IRA charitable rollover. As a result, you can make an IRA rollover gift this year and in future years.
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Donor Advised FundsYou fund a DAF with the UM Foundation of PA and make charitable gift recommendations during your lifetime. When you pass away, your children can carry on your legacy of giving.
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Beneficiary Designation GiftsYou can designate your local church or a ministry you care about as a beneficiary of a retirement, investment or bank account, or your life insurance policy.
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Charitable Gift AnnuityYou transfer your cash or appreciated property to an organization offering a charitable gift annuity contract in exchange for their promise to pay you fixed payments (with rates based on your age) for the rest of your life.
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Charitable Remainder UnitrustYou transfer your cash or appreciated property to fund a charitable remainder unitrust. 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 TrustYou 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 TrustYou fund a trust that makes gifts to ministry for a number of years. Your family receives the trust remainder at substantial tax savings.
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Sale and UnitrustYou give a portion of your property to your local church or UM charity to fund a charitable remainder trust, when the property sells you receive cash and income for life.
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Bargain SaleA charity purchases 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 TrustYou provide your children with a stream of income while making a gift to charity.
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Life Estate ReservedYou give your property to charity but retain the right to use the property during your life.
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Blended GiftsThere are many combination gift options that can make your giving go farther than a simple gift of cash or property.
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Donor Gift Agreement with UMFPAYou make a gift to establish a Donor Gift Agreement with the UMFPA invested in one of our three pooled funds. Your chosen charitable beneficiary then receives income benefits from your tax deductible gift.
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Unitrust and Special Needs TrustIf you are looking for a way to provide for a loved one who has special needs, and also make a gift to ministry, a charitable remainder unitrust and a special needs trust arrangement could help you achieve your objectives.
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Gift and BequestA gift and bequest is a combination of a current gift and a charitable gift made in your will or trust. It is an easy way to support ministry and mission today and make a lasting future impact.
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Endowment GiftsAn endowment is a fund you can create now or in the future to achieve the impact you desire.
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IRA to Gift Annuity RolloverYou may be looking for a way to help further ministry and enhance your income. If you are 70½ or older, you can make a one-time IRA rollover to fund a charitable gift annuity and receive fixed payments for life.
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