Frequently Asked Questions - Other Planned Giving Options


    Q.    What is a unitrust?

    A.    There is a set pay-out percentage amount agreed upon with a unitrust arrangement (no less than 5%
            of market value).  Future year's payments are determined annually by using the agreed upon percentage
            pay-out rate of the annual market valuation of the fund every December 31.


    Q.  What is the minimum gift that can be used to establish a unitrust?

    A.  A unitrust requires a minimum of a $50,000 gift.


    Q.  How many beneficiaries can a unitrust have?

    A.  A unitrust can have a maximum of four (4) income beneficiaries.


    Q.  Are there other ways to make a planned gift?

    A.  Absolutely.
         Click this link to see many of the ways in which an individual or family may make a planned gift to benefit
         United Methodist causes.



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United Methodist Foundation of West Virginia, Inc.
PO Box 3811 - Charleston, WV  25338-3811
Phone: 304-342-2113     Toll Free: 1-800-788-3746 ext 45     Fax: 304-342-2632
Email: info@umfwv.org
Physical location:  900 Washington St. E. Suite 203 - Charleston, WV