Donor Gift Agreement
United Methodist Foundation of Pennsylvania's pooled investment funds provide an opportunity to support mission and ministry in Pennsylvania with the diversification and investment economies of scale that would be difficult for an individual donor to accomplish alone. You can make a gift to our funds and establish a donor gift agreement with the Foundation to provide income to your local church or a ministry of your choice in our region.
Stock or Cash
Benefits of a Donor Gift Agreement with the UM Foundation of PA
- Your local church or chosen ministry will receive ongoing income payments from the fund, even beyond your lifetime, allowing you to leave a lasting legacy
- Receive a charitable income tax deduction at the time of your gift for its present value.
How a Donor Gift Agreement works
- You transfer cash or stock to the United Methodist Foundation of Pennsylvania and it is invested in one of our funds.
- You receive a charitable income tax deduction for your gift.
- The charitable beneficiary you select will receive annual or quarterly payments of income from the fund to support its mission and ministry.
- You establish the guidelines of your charitable account and select the charitable beneficiary.
More Information on Returns
Projected income returns vary depending on the fund you select. You can find out more about the UM Foundation of PA's investment vehicles here.
Contact us
If you have any questions about creating a donor gift agreement with the UMFPA, please contact us. We would be happy to assist you and answer any questions you may have.