Asset Based Giving Opportunities
- Gifts of Securities | Stocks, Bonds, Mutual Funds, and Retirement Accounts. Charitable gifts of stocks, bonds or mutual funds held for at least a year and have appreciated offer special tax advantages. Giving from retirement accounts may have additional tax benefits. Contact your broker, financial advisor or accountant for details.
- Planned Gifts | Planned giving is the process of carefully selecting the best method and asset for making a charitable gift. Such a gift can enable you to take full advantage of tax laws to accomplish your financial and charitable goals. Planned gifts can be made in the following ways: bequests by will or living trust, Charitable Remainder Trusts, Charitable Gift Annuities, Charitable Lead Trusts, beneficiary benefits from IRA’s, pensions, or financial accounts.
- Real Estate | If it has a deed, you can gift it! The possibilities include vacation homes, undeveloped land, and commercial and rental properties.
- Life Insurance | There are ways you can use life insurance as a gift-giving device. Give the cash value in the policy or donate the annual dividends.
It is most important to discuss your options with a financial advisor or tax professional.
Capital Fund “Hoped for Gift” Options
- You are invited to bring your completed Commitment Form to worship on Sunday, November 21.
- If you cannot be present on November 21, mail your commitment form to the church or place it
in the offering at any worship service, or complete it here on our website. - The one-year annual commitment is from January 1, 2022 – December 31, 2022. Three-year capital giving period is from January 1, 2022 – December 31, 2024. Please call the church office with any questions.
Remember, pledges are commitments made in good faith, but are not legally binding.
When to Make a Commitment
For the Capital Fund portion of your pledging process, we ask members to pray and consider one of these three types of “Hoped for Gifts”:
Matching Gift – For example, if you are currently giving $40 per week as your regular giving to the church, we ask you to please pray and consider giving an additional $40 per week for the next three years.
Heritage Gift – If you are in a position to give more, we ask you to pray and consider making a Heritage gift of $8,000 to $25,000 over the next three years.
Legacy Gift – If we are to reach our stretch goal of $650,000, or more, we will need gifts in the range of $25,000 – $100,000 or more, over the next 3 years.
The decision is yours. Whatever your response to this appeal, thank you for considering this request and for your support of the ministry of Trinity United Methodist Church.
Click here to download the commitment form or click here to fill it out online.
