April, 2021
Spring is a time of awakening, joy and the hope of a brighter future. For many of us, spring is also a time of filing tax returns, maximizing tax deductions, and reviewing last year’s financials. This time of year is also a great time to plan for next year’s financials.
As you consider your charitable giving for the coming year, resources exist to maximize the best approach to tax deductions and tax advantages to support your legacy giving plans.
Our Soapstone UMC website has resources for your legacy planning. Additional resources exist at the United Methodist Foundation (UMF) website: umflegacy.org.
Resources at the UMF website include information on bequests, IRA Rollover gifting, beneficiary designation gifts, charitable gift annuities, charitable remainder unitrusts, charitable lead trusts, and much more.
Please consider Soapstone UMC as part of your legacy planning this year!
Soapstone UMC’s Endowment team manages church endowment funds and provides education and promotion on legacy giving such as estate planning, endowments, wills, stock gifts, etc..