Planned Giving is easy.
Your passion for UMMA is unique.
Your ways as giving can be, too.
Planned Giving in a nutshell
Q: What is Planned Giving?
A: Most people's wealth isn't just the money in their bank account.
Planned Giving encompasses several creative ways of giving to your favorite cause (and doesn't involve whipping out your wallet).
Q: Give me an example of planned giving.
A: When most people make a donation to their favorite charity, they think of making a donation via check, credit card, or bank transfer. While we couldn't do it without those cash gifts, donors who make planned gifts help ensure UMMA is strong for the future as well.
As if helping combat poverty and restore the futures of low-income families weren't enough, donors who make planned gifts are often surprised by the great tax advantages they and their families may enjoy.
So, if you own appreciated stocks and bonds, appreciated real estate / land, retirement assets, insurance... you could potentially see an enticing tax benefit while giving to UMMA and not even touching your checkbook or credit card.
That means you may be able to give more and more easily through planned giving.
Are most of your assets liquid?
Gifts of stock, bonds, retirement funds, real estate and more - all can create incredible benefits while saving you on taxes.
What type of assets make the best planned gifts?
Learn about gifts of cash, securities and property.
STOCKS AND BONDS
Learn how to make a gift that provides tax benefits and even life income.
CHARITABLE GIFT ANNUITY
CHARITABLE ANNUITY TRUST
CHARITABLE LEAD TRUST
SALE AND UNITRUST
LIFE ESTATE RESERVE
DONOR ADVISED FUND