Planned Giving is a type of giving whereby a donor arranges to donate an asset to charity now or sometime in the future. Planned Giving is becoming popular because, in many cases, the donation may provide certain tax or income benefits to the donor.
The gifts must be planned in advance and often require the assistance of a development officer, financial advisor or attorney. Some require a written contract with a charitable organization or a valid will or trust document.
As a service to prospective donors, the Foundation staff is available to meet, on a confidential basis, and at no cost or obligation, to discuss ways in which personal asset accumulations may be used to benefit the individual and the ministries and churches of the United Methodist Church. The most popular types of planned gifts facilitated by the Foundation are: