Having a clearly defined estate plan will help you to ensure the management of your estate is a smooth process, eliminating one form of a stressor for surviving loved ones.
It is also an opportunity to ensure resources from your estate are dispersed in a way that aligns with your values.
The Florida United Methodist Foundation is here to help you, as an individual or with the help of a third-party attorney or estate planner, establish an estate plan that incorporates gifts to your church, a favorite nonprofit or a similar organization.
Making planned gifts a part of your estate plan
We do this through the establishment of planned gifts, a broad category that includes intentional gifts that differ from immediate gifts to the offering plate on Sunday. Planned Giving includes methods of giving such as charitable gift annuities, charitable trusts, donor-advised funds, and bequests of cash or other assets.
Endowments make your gift go further
To amplify the impact of your planned gifts, planned gifts can be made to an endowment fund of the receiving party, the church or the charity of your chosing. This allows your gift to be used for a specific purpose — such as mission work, a scholarship or capital improvements — in perpetuity through the skillful management of funds an investment portfolio, such as one of the Foundation’s FUMF Funds for churches.
Whether you are an individual looking to give to your church’s endowment as part of your estate plan, or a church leader looking to establish an endowment to solicit gifts, the Foundation’s staff are available to guide you through the process.
