Retirement Plans

Today's economic environment makes it more important than ever to plan carefully for your financial well-being in retirement years. In the face of longer life expectancies and fluctuating returns on investment, planning to meet long-term financial needs can be challenging and can sometimes require you to balance seemingly conflicting goals.

If you enjoy making charitable gifts, are there ways you can continue such gifts while maintaining personal security?

Yes, is the answer to that question.  With thoughtful retirement planning, you may find you can:

  • Help assure a healthy financial future for you and your loved ones.
  • Benefit from significant tax savings.
  • Enjoy increased income, asset management, and other economic benefits.
  • Make tax-favored charitable gifts today.
  • Arrange what may be your charitable "gift of a lifetime" as part of your long-range planning.
Gifts from existing pension plans and IRAs are convenient ways to continue faithful giving for years to come.  If you name the Foundation (for a particular Church or Church-related agency) as final beneficiary of your account, any funds remaining in it when you and your family no longer need them will go to further the ministry you designate.   

Through careful planning you can ensure that:
  • Loved ones receive an income, the amount and time of which can be extremely flexible.
  • The balance of the funds eventually benefits one or more United Methodist ministries.
  • Any estate taxes which might otherwise be due on the retirement plan assets may be significantly reduced or eliminated.
  • Income taxes payable on the retirement plan balance may be reduced.
As you can see, there are a number of ways to enhance your retirement plans while still providing for your family as well as your
favorite United Methodist ministry.  We will be please to provide you and your advisors with additional information regarding
charitable giving through retirement plans.

Contact us via email at info@umfwv.org or call toll free 1-800-788-3746 ext. 45.


The Foundation does not give legal advise or tax advice. 
Always consult with your own advisors before deciding which gift works best for your circumstances.