Planned Giving

Estate and Planned Giving
What is Estate and Planned Giving?

It is a strategic plan combining estate, financial, philanthropic, and personal convictions planning. Though it is often used as another way in which a person can use tax advantaged funding vehicles to give to their favorite charitable cause, if used strategically, it is much more. By including one or more planned gifts into your philanthropic giving, you can also leave a valuable personal message to those whom you love, letting them know what you believe and why you believe in UFM. One of the great privileges and opportunities for all of us is to take advantage of influencing our family with the wisdom we've gained over our lifetimes. By utilizing an estate and/or planned giving you can pass on your wisdom and deeply held beliefs, beyond the time you are with your family. We'll be glad to discuss how using an estate gift and/or a planned gift can help you implement a personal strategic plan inclusive of your philanthropic and personal convictions.

About Bequests
About Bequests
You may be looking for a way to make a significant gift to help further our mission. A bequest is a gift made through your will or trust. It is one of the most popular and flexible ways that you can support our cause.
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Gift Options
Gift Options
Find out What to Give and learn about the best assets to make a planned gift. Learn about gifts of cash, securities and property. Learn How to Give and discover gift options that provide tax and income benefits. Discover the best planned gift to meet your goals.
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IRA Rollover Gifts
IRA Rollover Gifts
Find out what types of assets make the best planned gifts. Learn about gifts of cash, securities and property.
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