How to Give to the Endowment
There are many methods by which you can make a contribution to the ZUMC Endowment. "Gifts of Income," e.g., cash, IRA assets, stocks & bonds, can be directed to existing endowment funds or used to establish a new fund (with a minimum gift of $10,000). "Gifts of Passing" represent legacy giving through beneficiary designations e.g., a bequest gift made in a will or trust, or paid-up life insurance policies. All gifts, regardless of the amount, help to create an enduring legacy for ZUMC's ministries.
Below are just a few ways in which you can make a contribution to the ZUMC Endowment. Please consult with your financial advisor, estate lawyer, or plan administrator for more information about these forms of giving.
Bequests: A bequest is a gift made through your will or trust. You can gift a specific dollar amount or asset, a percentage of your estate, or the balance or residue of your estate.
Beneficiary Designation: You can designate our organization as a beneficiary of a retirement, investment, or bank account or your life insurance policy.
IRA Charitable Rollover: An IRA rollover allows people age 70 ½ and older to reduce their taxable income by making a gift directly from their IRA.
Gifts of Insurance: If you have a life insurance policy that has outlasted its original purpose, consider making a gift of your insurance policy.
Donor-Advised Fund: With a DAF, you can make gifts to charity during your lifetime, and when you pass away, your children can carry on your legacy of giving.
Gifts of Stocks & Bonds: Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to our organization.
If you have made plans to include the church in your estate or retirement plans, please contact our church office at (317) 873-2623 to inform us of your intention. Alternatively, you can fill out the “Donor Intent Form” below. Please note that the “Donor Intent Form” is not legally binding; it is simply a way of communicating to our church your plans and the desired use for your gift.