Year End Giving

Important Year-End Giving Reminders

There is still time to have your gifts count for 2018:

• Offering plate

• The office - The office will be open until 3 pm December 31. You may bring your cash or checks into the office during any of those times and it will be counted towards your 2018 giving.

• Mail - Any gifts postmarked by December 31st will be counted in 2018 giving.

• Online - Go to our website, fumcedmond.org, click GIVE, and Donate Online by December 31st.

• In addition to regular giving, The United Methodist Foundation also offers:

IRA CHARITABLE ROLLOVER

Congress made permanent the law that allows people age 70½ or older who own an IRA to make cash gifts directly from their IRA to charity. For many people, this is the best tax-wise way to give. An IRA rollover gift will not be included in your taxable income and will qualify for your required minimum distribution.

OUTRIGHT GIFT OF AN ASSET

If you wish to make a gift to support your church this year, but are concerned about preserving your cash resources, consider a gift of an appreciated asset. A gift of securities, business interests or real estate can provide you with significant income and capital gains tax savings, often exceeding the benefits of a cash gift.

DONOR ADVISED FUND (DAF)

If you are looking for an end-of-year deduction but want more time to make thoughtful giving decisions, consider a donor advised fund (DAF). The Foundation can use your tax deductible gift to establish a DAF in your name. You can make grants from your DAF now and in the future to support the work of your church or chosen ministry.

ZERO-TAX GIFT AND SALE

If you are planning to sell an asset like securities, real estate or a business, before you sell, consider a “zero-tax” charitable gift and sale. By making a gift of part of the asset before the sale, you can use a tax-saving charitable deduction to significantly lower or eliminate the capital gains tax on the sale.

HELP?

If you would like further information on these end-of-year planning strategies, please The United Methodist Foundation. They can help you create plan that meets your needs and goals. Contact David Battles at

dbattles@okumf.org or 800-259-6863.