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Legacy Giving to Aldersgate UMC

For where your heart is, there your treasure will be also.

Matthew 6:21

Honor the generations that have built Aldersgate UMC and bless the generations to come by including the church in your estate plan.

How Can I Make a Legacy Gift?

Include Aldersgate United Methodist Church in your will.


Name Aldersgate United Methodist Church as a beneficiary of all or a portion of your retirement assets, donor-advised fund, or life insurance policy.


Consider gifts that provide income for you for the rest of your that will ultimately support the ministry of the church.

Your financial advisor can tell you about income-producing gifts for Aldersgate UMC.


Consider making your gift unrestricted so that the church can use your gift where it is most needed at the time it is received.


You may designate your gift for unrestricted endowment, in which case only the interest will be expended in the future and that interest may be used wherever the need is greatest at the time as determined by the trustees.


Donate assets from an IRA to Aldersgate United Methodist Church.

If retirement assets are given to Aldersgate United Methodist Church, the assets are not subject to payment of taxes and the entire asset would go to the church. Retirement funds designated for your heirs may be subject to income tax if the funds were not taxed previously and only a portion of the assets would go to your heirs.

Designating assets other than retirement funds to heirs and designating IRA funds to Aldersgate UMC are both ways to maximize your giving to both the church and your heirs.


Aldersgate United Methodist Church does not provide financial or tax advice. You should consult with your personal financial advisor before making any gift of this type.

Informing the Endowment Committee, the Trustees, or one of the pastors of such a Legacy Gift intent would be appreciated so that you can be thanked during your lifetime, and so that any restrictions or questions about your gift may be addressed to make sure your gift will be used as you intended it.

You may choose to be anonymous, or you may decide to allow Aldersgate United Methodist Church to list you as a member of the Legacy Circle. By acknowledging your intent to give, you may be encouraging others to follow your example and make a provision for Aldersgate in their will or estate plan.

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