Leaving a Heartfelt Legacy

Your passion for United Methodist Communities’ mission can continue to bless future generations, even long after you’ve passed on. Do you want to play a lasting role in serving in community so all are free to choose abundant life? Consider making a bequest in your will, or naming the UMC Foundation as a beneficiary of your trust or retirement plan.

No matter what financial vehicles you use for savings and investments, you can make the most of your beneficiary designations by ensuring the Foundation realizes the largest gift possible and your legacy’s overall tax burden is greatly reduced.

Your life insurance police could also make a lasting impact for generations to come. Life insurance presents a unique opportunity to create leverage with every dollar you donate. Each premium dollar buys, generally, thousands of dollars of eventual benefit for the UMC Foundation, and giving a new or current life insurance policy to our nonprofit allows you to deduct any ongoing premiums you pay. Lastly, because life insurance premiums are not correlated with market performance, these benefits are sure to produce the benefits you envision, regardless of economic conditions.

The United Methodist Communities Foundation is pleased to have Ambassador Advisors as our planned giving partner. Their guidance may help you reduce or eliminate taxes and do even more to bless your heirs and charities like United Methodist Communities.

Ambassador Advisors is a Registered Investment Advisor.