Legacy Giving

Bless UGM through wills, trusts and other estate planning tools.

Jan Kuns
“My heart goes out to the women because of what I’ve gone through.”

 

Jan grew up in poverty, experienced an abusive marriage and lost her only son when he was a teenager. By God’s grace, she’s worked hard to have the life she’s had, and she wants her legacy to help women going through similar struggles.

 

That’s why she’s included UGM as a beneficiary in her will: She believes in our Gospel-centered programs that provide clean-and-sober shelter along with work training and experience, so that people have the chance to build a better life.

 

“I worked so hard to get where I am. … From looking at the [recovery] program, it looks hard to me, and I admire them for doing it. I really do.”
Get started on creating a will.
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Many Avenues

Partners of the Union Gospel Mission have many avenues by which they can benefit our ministries through their estate planning. Legacy giving can be as simple as naming UGM in your will, but there are also several other options available. We can help you understand the ways you can help UGM continue to offer hope to the homeless for many years to come.

 

If you have any questions at any step in the process, please contact Gwen Schwartz in Ministry Advancement at gwen.schwartz@uniongospelmission.org or call 509.536.3797.

Ways to Give

(Click a category for more information.)

  • NAME UGM IN YOUR WILL
    • Bequests enable many individuals to make significant gifts that they could not have made during life.
  • STOCKS, BONDS & REAL ESTATE
    • A gift of appreciated property such as securities or real estate can generate a double tax benefit: a charitable deduction for its full fair market value, plus no capital gains tax on the property.
  • RETIREMENT ASSETS
    • You can gift your retirement assets, including a gift from your IRA, 401k, pension or other existing tax-deferred plans. Some of these options can have tax advantages for donors over 70 ½.
  • LIFE INSURANCE
    • You can gift your life insurance policy as a legacy gift.
  • CHARITABLE GIFT ANNUITIES
    • In exchange for a transfer of cash, marketable securities, or in some cases real estate, UGM can contractually guarantee to make specific annuity payments to you or another beneficiary for life.
  • CHARITABLE REMAINDER TRUSTS
    • Similar to other types of trusts, a charitable remainder trust gives UGM what is left in the trust after it terminates. The trust provides a variable stream of income to the beneficiary over time.
  • CHARITABLE LEAD TRUST
    • This option may appeal to individuals who wish to make a gift but retain the property in their family.  You can transfer cash or property to fund a trust that makes gifts to UGM for a number of years.

Next Step

A trustworthy financial planner will be able to help you navigate these options. Simple wills can be created using online tools, and sample bequest language for UGM is available here. If you choose to include us in your estate planning, please contact UGM to let us know. You can change your plans at any time, but notifying UGM helps us plan more effectively.
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