Planned Giving

Support UMRH in a Meaningful Way

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Bequest Language

Example bequest language - Please feel free to change the numbers or percentages as you desire.

1. Bequest of cash

"I bequeath the sum of $10,000 to The United Methodist Retirement Homes Foundation, Durham, NC."

2. Bequest of a percent of the estate

"I devise and bequeath 20% of the remainder and residue of property owned at my death, whether real or personal, and wherever located to The United Methodist Retirement Homes Foundation, Durham, NC."

3. Contingent Bequest

"If my brother John Doe survives me, I devise and bequeath 20% of the remainder and residue of property owned at my death, whether real or personal, and wherever located to John Doe. If John Doe does not survive me, then I devise and bequeath 20% of my residuary estate, whether real or personal property and wherever located to The United Methodist Retirement Homes Foundation, Durham, NC."

4. Optional Text

For the three choices above, you can add text to restrict your gift to one or more of our retirement communities, for example: "...Durham, NC for the benefit of Croasdaile Village/Cypress Glen/Wesley Pines."
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