Have You Included PUMC in Your
Estate Planning?
Stock Donation
Do you have appreciated assets— i.e., stocks, bonds and/or mutual funds that have realized significant appreciation over time? Transferring your stocks directly can help you avoid paying the capital gains tax while making your gift go further. We have partnered with the United Methodist Foundation to make giving appreciated assets online easier for you. Here is the process document and form to get started.
IRA Giving (QCD)
Qualified Charitable Distributions (QCDs), also known as IRA Charitable Rollovers, are the most effective way for individuals aged 70 1⁄2 or older (at the time of the gift) to give a tax-free gift directly from their IRA. We have partnered with the United Methodist Foundation to make your QCD gift quickly and hassle-free.
Planned Giving
You can support the mission of Pineville United Methodist Church for years to come by including us in your estate planning. A gift in your will or trust will support our congregants on the Christian path of transformation for generations to come. We have partnered with the United Methodist Foundation to help you include the necessary language to create a bequest in your plans. Here is a brochure that provides more information.
Endowment Fund
An endowment is a permanent fund that holds gifts from members. The principal cannot be used but the earnings can be used to support the ministry, as well as a portion can remain to help the fund grow. An Endowment can help us thrive in ministry in the future. It will help us plan for the future so that members can be thoughtful about planned gifts, which would provide annual income to Pineville UMC. The gift could be money, stock, life insurance or others. Here is the form to initiate this process.
Info sheet for new PUMC managed fund.pdf
Learn More
A.J. Thomas
Director of Client Relations
United Methodist Foundation
Western North Carolina
888-450-1956, ext. 1509
