End of Year Giving
With the end of the year just around the corner, now is an excellent time for you to review your plans. You might want to make a list to ensure that you have taken full advantage of all of the tax-saving deductions available to you. Below are some ideas for year-end planning that can help support your United Methodist Church and benefit you.
See below for more information on year end gifts and the benefits for you, your family and your church.
charitable gift annuity
are you looking for secure, future income?
When you make your gift of cash or appreciated property, the United Methodist Foundation of Louisiana promises to pay you fixed payments up to 9%, based on your age, for life. You will receive a charitable deduction, a portion of your payments will be tax-free, and you support your faith. More
keep control while you are alive
A bequest costs nothing now, but helps to secure the future of your church. It is free from federal estate and income taxes, and allows you to retain control of your assets during your lifetime and modify your beneficiary designations whenever you choose. More
retirement assets/life insurance
your gift occurs after you no longer need it!
It's easy to designate the church as a beneficiary to your pre-tax retirement plan for "tax-smart" giving! Or, some portion of a life insurance policy can leave a legacy at your church. More