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Annuities & Trusts

Looking for a way to give to the ministry of your choice, but also need an income stream?  Annuities and/or Trusts can help.

Charitable gift annuities make fixed payments, starting either when the gift is made (an immediate-payment gift annuity) or at a later date (a deferred or flexible gift annuity).  Charitable remainder unitrusts and annuity trusts are individually managed trusts that pay the beneficiaries either a fixed percentage of the trust income or a fixed dollar amount.

 

Charitable Gift Annuity - You transfer your cash or appreciated property to our organization in exchange for our promise to pay you fixed income (with rates based on your age) for the rest of your life. 

Charitable Unitrust - You transfer your cash or appreciated property to fund a charitable trust. The trust sells your property tax free and provides you with income for life or a term of years.

Charitable Annuity Trust - You transfer your cash or appreciated property to fund a charitable trust. The trust sells your property tax free and provides you with fixed income for life or a term of years.

Charitable Lead Trust - You transfer your cash or property to fund a lead trust that makes gifts to us for a number of years. You receive a charitable deduction for the gift. Your family receives the remainder at substantial tax savings.

Sale & Unitrust - If you give a portion of your property to us to fund a charitable remainder trust, when the entire property sells you receive cash and income for life.

Give It Twice Trust - You may be looking for a way to provide your children with income while making a gift to charity. The Give it Twice Trust is a popular option that allows you to transfer your IRA at death to a term of years unitrust.

 

Contact us and we will be happy to explain more about the process.  info@umcdevelopmentcenter.org