There are many ways to contribute to the Legacy Fund Endowment. For example, you can make a one-time gift, a recurring gift or make a pledge over time. Please reflect on the best way to make a significant gift. Development staff from the United Methodist Women National Office are available to discuss the various giving options with you. You can also speak with your financial or estate planner.
While most people might first think of writing a check when they make a contribution, charitable gifts can also be made with other assets. The following describes the various methods of giving.
Make a secure gift by credit card. Your gift can be made in honor or in memory of someone special. An e-card is available.
Give by Mail
United Methodist Women
475 Riverside Drive
15th Floor, Attn: LEGACY
New York, NY 10115
Include the Legacy Fund in your financial planning. There are tax savings and other advantages to many of the options.
The Development Office of United Methodist Women can take donations by phone as well as answer any questions.
Pledges: Pledges to the Legacy Fund Endowment Campaign may be fulfilled over a period of time (e.g. three to five years). Pledges enable the donor to contribute a larger gift than would be possible to make in any one year. Contact Development staff for information.
Text to Give: Text "41444" on your cell phone and enter "Legacy 150" in the message area.
Give by Mail: Those who wish to make an outright gift to the Legacy Fund Endowment Campaign should make checks payable to United Methodist Women. Please note “Legacy Fund Endowment Campaign” in the memo line. Such gifts are tax deductible to the full extent provided by law.
On-Line: Direct gifts or pledge payments may be made through the United Methodist Women website. Visit www.unitedmethodistwomen.org/legacyfund to make a secure credit card payment.
Planned or deferred gifts represent a special type of support that benefits you, the donor, and United Methodist Women. Often a planned gift allows you to maximize your contribution and provide you income or tax advantages. United Methodist Women can provide you with further information and assistance if you are considering a planned gift.
If you inform United Methodist Women of your intentions to make a planned gift, you become a member of our 1869 Society (in recognition of the year of our founding), honoring those who have named United Methodist Women as a beneficiary of a will, trust, retirement plan or life insurance policy. We know that the membership will grow because we know the incredible spirit and generosity of our members.
Here are some examples:
Appreciated securities can provide an attractive means of giving. Through this type of gift, an individual can receive a charitable income tax deduction and avoid paying tax on the “capital gains” that would be due if the stocks were sold outright. A gift of securities can be made by transferring stock directly to United Methodist Women. You may call 212-870-3705 or e-mail firstname.lastname@example.org
for details on how to accomplish a stock transfer.
Matching or Workplace Giving: Many companies have a matching gift program or contribution through a workplace giving campaign, that may increase your contribution to United Methodist Women. Your employer’s (or former employer’s) human resources office can provide the necessary information.
IRA Charitable Rollover: If you own an IRA and are over 70 ½, you may transfer up to $100,000 annually directly from your IRA to United Methodist Women. The transfer generates neither taxable income nor a tax deduction. The transfer may count against your unsatisfied required minimum distribution.
Retirement Plan Beneficiary: You can also add United Methodist Women as a beneficiary, partial beneficiary or contingent beneficiary in your IRA or other retirement plan.
Bequests: Individuals may make a gift of a specific amount or a percentage of his or her estate to support the campaign.
Wording such as the following may be utilized:
“I give and bequest (a) the sum of $_____________________; or (b) ______% of my estate; or (c) the rest, residue and remainder of my estate to United Methodist Women, a New York nonprofit corporation, 475 Riverside Drive, 15th Floor, New York, New York 10015 for its general purposes.”
Life Insurance: United Methodist Women may be named as the owner and beneficiary of a new policy, or ownership of an existing policy may be transferred to United Methodist women.
Assets or Property: You can designate the total, portion or percentage of your home or property sale proceeds to United Methodist Women.
Steps to Make a Planned Gift to United Methodist Women
Contact the United Methodist Women Development Office at 212-870-3705 to speak confidentially to a development officer about your giving options. You can e-mail us at email@example.com for more information. When you are ready to inform United Methodist Women of your plans to make a planned gift, please fill out this form and send to the Development office.
Speak with your loved ones about your plans and personal wishes.
Meet with your attorney and financial advisor to let them know of your desire to make a planned gift to United Methodist Women. They can assist you in determining what type of gift best suits your personal and financial circumstances.
Please retain your acknowledgement letter as your receipt in compliance with IRS regulation.