Planning a Gift
The United Methodist Retirement Homes Foundation
Serving Croasdaile Village, Cypress Glen and Wesley Pines Retirement Communities
THE UMRH FOUNDATION UMRH HOME GOVERNING BOARD
Planned Giving
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Welcome!


George Deaton
Director of Development
(919) 384-3004
georged@umrh.org
             


Food for Thought:


Labor Day  - The honor of working for the Lord.

God took the Sabbath to reflect after a job well done.  Paul reminds us, "Respect those who work hard." 1 Thessalonians 5:12 (NIV).  When our work is for the Lord, our labor is worthy of respect and reflection. 


Thank you for taking the time to explore the benefits of gift planning. Please contact me if you have gift planning questions. Simply click here to email me at your convenience, or give me a call.

     

 Blessings!


IRA Rollover Video Option 1

IRA Rollover Gifts

To learn more about IRA Rollover Gifts, click the Launch button.

Launch Video 1


How You and Your Family Can Benefit From Planned Gifts

There are several types of plans. Many of these have wonderful benefits for the gift donors. Numerous families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.


Bequests
Joe and Anna have been faithful supporters of their favorite charity. They believe it is important to support and encourage their mission. More on Bequests >>.


Tax-Free Sale
Gene and Carol White were age 55 when they purchased some development land outside of town. They thought it would be a good investment that they could later sell for a higher price. They have owned the property for 10 years and now would like to sell. More on Tax-Free Sale >>.


Double My CD Return
Valerie is a retired high school English teacher. She has been a careful saver and has a number of certificates of deposit, but she has seen her income decline. More on Double My CD Return >>.


Peace of Mind Gift Annuity
Many years ago, Clara Lehman bought a home. Since she was so pleased with the home, she decided to buy stock in the company that builds and sells homes like it. Over the years, the stock has increased in value many times, but the value has been volatile. More on Peace of Mind Gift Annuity >>.


Steps to Wise Giving

There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.



Professional Advisors

We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact georged@umrh.org.

If you are a professional advisor, you may take the following steps on this site.







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