As you plan your gift, please know that planned giving is far more than a transaction, it is…

AN EXPRESSION OF GRATITUDE
All of us are indebted to the past, to those who precede us. We enjoy liberties we have not won. We share faith whose foundations we have not laid.

A TESTIMONY
We are called to partner in faith with those who have gone before us, to support this church’s mission–making disciples of Jesus Christ for the transformation of the world–even after our own lifetimes, and to offer the best that we have to give to those who will follow.

AN OPPORTUNITY
We sow seeds of the future, for those who will succeed us. We dream and envision and set things in motion. The fruition of our decisions will be known only to others whom we may never meet.


The Hebrews 11 Society

In 2014, the Trustees of First United Methodist Church formed an endowment committee to educate our members and supporters about the church’s endowment and encourage them to prayerfully consider leaving a “legacy gift” to the church. A legacy gift is distinct from regular giving to the church and can take many forms: 

  • A bequest in your will
  • A gift of real estate
  • Naming the church as a beneficiary to your life insurance or retirement plan
  • The creation of a gift annuity 

Throughout the life of FUMC, our members have left these types of gifts enabling many great ministries as well as the maintenance and upkeep of our beautiful and historic facility. 

In the Fall of 2015, FUMC’s Endowment Committee formed the Hebrews 11 Society. Hebrews 11:1-2 says, 

Faith is the assurance of things hoped for, the conviction of things not seen. Indeed, by our faith our ancestors received approval. 

Hebrews 11:1-2

The Hebrews 11 Society is comprised of people who have shown their faith “in things hoped for” by giving, or planning to give, a legacy gift to the endowment of FUMC. The names of those in the Hebrews 11 Society are listed each year on All Saints Sunday; not to boast, but to witness to the generous grace of our God. Please prayerfully consider making a legacy gift to the endowment of FUMC.


Common Planned Giving Options

Bequest
Make a gift after your lifetime through your will or trust. This can be a fixed dollar amount, a specific asset, or a percentage of your estate. 

Retirement Account
This can be the most heavily taxed asset in many estates. Choosing this as your gift might leave your less tax-burdened assets to your loved ones. 

Real Estate
Contributing property after your lifetime or when it is no longer needed can be a game-changing gift. 

Charitable Trust
Trusts can combine flexible benefits including a generous income, tax benefits and a powerful gift to First United Methodist Church. 

Life Insurance Policies 
Paid up whole life policies can be ideal items to donate to the church. 

Endowed Gifts

  • General Endowment 
    Gifts to the General Endowment fund special needs and ministries as determined by our church leaders. This type of fund is also referred to as an “unrestricted endowment.” 
  • Designated Fund 
    You can designate that your gift be used for specific purposes, for example, Youth, Music, TV Ministry, Missions, etc. This type of fund is also referred to as a “restricted endowment.” 

The gift descriptions are for informational purposes and not legal or tax advice. To ensure that this gift fits your particular circumstances and planning, please consult with your professional advisers.


Contact Us

Please feel free to contact us to talk more specifically about which planned giving options and benefits or to indicate that you would like to make a planned gift:

BETH FRASER, Executive Director of Finance and Administration
PH: 225-383-4777, ext. 216

BILL POTTER, Chair of FUMC ’s Endowment Committee
PH: 225-921-7254