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Planned Giving

At the Georgia United Methodist Foundation, our goal is to educate you on how you might plan your affairs to benefit your family, as well as United Methodist churches and ministries that are close to your heart. If you have any questions about the best way for you to benefit through a planned gift, please contact 770-449-6726, 877-220-5664 or info@gumf.org. A Planned Giving team member will be very pleased to help you.
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Gifts of Retirement Assets

Donating part or all of your unused retirement assets, such as your IRA, 401(k), 403(b), pension or other tax-deferred plan, is an excellent way to make a gift to Georgia United Methodist Foundation.

If you are like most people, you probably will not use all of your retirement assets during your lifetime. You can make a gift of your unused retirement assets to help further the mission of Georgia United Methodist Foundation.

Gift of Retirement Assets
Retirement Assets
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Benefits of gifts of retirement assets

  • Avoid potential estate tax on retirement assets
  • Your heirs would avoid income tax on any retirement assets funded on a pre-tax basis
  • Receive potential estate tax savings from an estate tax deduction

How to make a gift of retirement assets

To leave your retirement assets to Georgia United Methodist Foundation, you will need to complete a beneficiary designation form provided by your retirement plan custodian. If you designate Georgia United Methodist Foundation as beneficiary, they will benefit from the full value of your gift because your IRA assets will not be taxed at your death. Your estate will benefit from an estate tax charitable deduction for the gift.

More on gifts of retirement assets

Did you know that 60%-70% of your retirement assets may be taxed if you leave them to your heirs at your death? Another option is to leave your heirs assets that receive a step up in basis, such as real estate and stock, and give the retirement assets to Georgia United Methodist Foundation. As a charity, they are not taxed upon receiving an IRA or other retirement plan assets.

Contact us

If you have any questions about gifts of retirement assets, please contact us. We would be happy to assist you and answer any questions that you have.

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