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The United Methodist Retirement Homes Foundation Serving Croasdaile Village, Cypress Glen and Wesley Pines Retirement Communities
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Welcome!

Food for Thought

Since all of us are weighed down by sin and its consequences, fasting is proposed to us as an instrument to restore friendship with God.

~ Pope Benedict

If you have questions or comments, please contact me.

Thank you for exploring our site.

Blessings!

George Deaton
Director of Development and Church Relations
(919) 384-3004

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.

Easy IRA Gift
Barbara retired after forty years as a teacher. She had volunteered for many years with her favorite charity. More on Easy IRA Gift >>.

Generous IRA Gift
Jerry is a fireman who volunteers for a number of charities in his community. Recently, his favorite charity shared an opportunity to join in a new program with a positive impact. Jerry was excited to help, but a lead gift of $10,000 was needed to start the program. More on Generous IRA Gift >>.

Major IRA Gift
Tom is a retired CPA. With good investments, his IRA has grown to become over 80% of his total estate. Tom is looking for a way to rebalance his estate. He wants to make a major gift to charity, but needs to protect his home and personal savings. More on Major IRA Gift >>.

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 >>.

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.