How Your Appreciated Assets Can Pay Off At Retirement

The Foundation conducts various fundraising initiatives including annual and deferred giving, donor cultivation and relationship building programs, special events, and various community engagement and volunteer opportunities. These efforts help raise financial contributions for to support the charitable mission of the Homes. There are many ways our community can help further our commitment to helping our seniors, and our mission of the Homes.

One of the many ways to help the foundation is through your appreciated assets. The tax code provides incentives for Americans to save today in order to meet the financial needs of the future. Each of these plans (like the IRA and 401(k)) deliver tax benefits in return for a decision that, in effect, defers access to income.

The charitable planning strategy known as the deferred gift annuity has four benefits you won’t find in other retirement plans.

  1. A charitable income tax deduction
  2. Partial bypass of capital gains tax on appreciated stock
  3. Partly tax-free income
  4. A gift to charity

To read more, download our Plan for the Future.

To learn more about charitable gift annuities, please give us a call at (732) 922-9800 or e-mail foundation@umh-nj.org.

United Methodist Homes Foundation

The United Methodist Homes of New Jersey Foundation, established in 1985, supports the Missional focus of the United Methodist Homes. Acting as an independent entity, the Foundation helps and enhances the mission, philosophy and ministry of the Homes. It has its own Board of Trustees who govern, establish broad policies and objectives, and oversee financial resources to support the charitable mission of the Homes.

For more information contact us today or visit www.umhfoundation.org.

 

This content was originally published at http://www.umhfoundation.org/how-your-appreciated-assets-can-pay-off-at-retirement/

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