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The Free Methodist Foundation supports the ministry of The Free Methodist Church — USA by providing a variety of stewardship services to Free Methodist ministries and families. These services include estate and gift planning. Our team of Christian professionals would love to speak with you and learn about your passion for your family and your favorite Free Methodist ministry — your local church or annual conference, one of our Free Methodist human service ministries, world missions and childcare, one of our educational institutions, or any other of our various ministries! We would consider it a privilege to explore creative and tax-wise ways you can provide funds for your family and these ministries during your lifetime and beyond. We firmly believe estate and gift planning can benefit everyone, whether you consider yourself poor or rich or somewhere in between. You may not think you have much, but by following God's lead with a willing heart, your gift may be just what a loved one or a ministry needs.

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Charitable Unitrust

You may be concerned about the high cost of capital gains tax upon the sale of your appreciated property.

Or perhaps you recently sold property and are looking for a way to save on taxes this year and plan for retirement. A charitable remainder unitrust might offer the solutions you need!

Charitable Remainder Unitrust
Stock or Cash
Unitrust
Donor
Ministry

Benefits of a Charitable Remainder Unitrust Gift

  • Income for life, lives, or term of years
  • Avoid capital gains on the sale of your appreciated assets
  • Charitable income tax deduction for remainder portion of your gift to The Free Methodist Foundation for the benefit of the Free Methodist ministry of your choice.
  • Future legacy gift to the Free Methodist ministry of your choice.

Charitable Remainder Unitrust for Income

A charitable remainder unitrust pays you income that reflects trust investments. There is the potential that your income could increase over time with growth in the trust.

How to Select the Right Unitrust Payout for You

There are several unitrust payout options to meet your needs:

  • The standard unitrust pays out a percentage of the trust assets each year
  • Another payout option used commonly for real estate permits the trust to sell the property tax free and then begin paying you income after the property has been sold
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