We are seeds of the future, for those who succeed us. We dream and envision and set things in motion. The fruition of our decisions will be known only to others whom we will not meet. We are called to partner in faith with those who have gone before us and to offer the best that we have to give to those who will follow.
Please consider a planned gift as a promise of Stonebridge United Methodist Church to future generations.
Appreciated Securities (or other assets): The gift of appreciated securities is most often in the form of common stock or mutual funds. Such a gift is a valuable way to benefit Stonebridge United Methodist Church and for you to receive tax benefits based on the fair market value of the assets. Other appreciated assets, like real estate, may be gifted, but it is important to discuss these in advance with the Stonebridge.*
Charitable IRA Rollover: A giving opportunity for those over 70 and a half: Federal legislation allows you to make "Qualified Charitable Contributions" from your IRA directly to a public charity, including the Stonebridge United Methodist Church. This qualified charitable distribution is not included in your taxable income, and the transferred amount can count toward your required minimum distribution.*
Real Estate: Real estate may be deeded outright to the Stonebridge United Methodist Church or left by bequest. The irrevocable gift of property may provide an immediate tax deduction and avoid capital gains. Due to complexities, be prepared to work with Stonebridge and qualified advisors to ensure that this is a suitable gift for both you and the Stonebridge.*
Life Insurance: Make a gift of a policy or buy a policy making Stonebridge United Methodist Church the owner and beneficiary.*
Bequest: The bequest is a gift through your will or revocable trust that enables you to retain the asset during your life and provide significant support when you no longer require the asset. You may choose a specific item, a percentage, or a residual bequest. You may also choose to make Stonebridge United Methodist Church a contingent beneficiary in case the heirs are unable to receive the estate.*
Charitable Remainder Trust: The remainder trust is an irrevocable gift of assets into a charitable trust that provides you a fixed (Annuity Trust) or variable (Unitrust) income for life or for a set term. At the trust’s termination, the trust assets become a generous gift to Stonebridge United Methodist Church. There are also potential tax benefits dependent upon your situation.*
Retirement Plan Assets: In some cases, retirement assets can be the heaviest taxed assets in an estate. Naming Stonebridge United Methodist Church as beneficiary can avoid that taxation, enabling the asset to pass tax free to Stonebridge You may also make Stonebridge a percentage or a contingent beneficiary of a plan.*
Bank or Investment Account: Financial accounts can be a simple and inexpensive way to leave a legacy gift for Stonebridge United Methodist Church. Contact your financial advisor to see how easy the process is to make Stonebridge the beneficiary of a particular investment or bank account.*
* We suggest that you consult with your own professional advisers to ensure that this planned gift is the best fit for your particular situation and that you structure it appropriately to realize the benefits you are hoping to achieve.
If you are interested in learning more about how to make a planned gift or to have a confidential discussion about opportunities to give make your planned gift, please contact:
TELEPHONE: 972-529-5601 ext. 317