UMC Community Corner

White eggs in a brown nest labelled with IRA, Pension, 401k and House representing a typical nest egg.

Grow Your Nest Egg

The sky is the limit when it comes to possibilities for your future. Whatever your family, financial or estate planning goals, our experts from the Foundation can help. There are numerous ways you can make a gift to United Methodist Communities Foundation and receive valuable benefits including regular payments and tax savings. What are your …

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3 Reasons Why You Should Volunteer

In Gallup’s 2016 Global Civic Engagement Report, it was reported in 2015, nearly 1.4 billion people donated money to charity, 1 billion volunteered their time, and 2.2 billion helped a stranger in need in the past month. Whether you donated money or donated your time, giving back is beneficial – for both you and the …

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Financial New Year’s Resolutions? We Can Help!

According to a Fidelity Investments survey, about one-third of Americans plan to make a money resolution for 2017. Planning to save money or paying down debt is always a great idea, but sometimes you don’t know where to start, which is half the battle to attaining your goals. Here are a few suggestions to help …

Profiles in Philanthropy: Dr. Carl and Mrs. Virginia Scheetz

Dr. Carl and Mrs. Virginia Scheetz’s involvement with United Methodist Communities has always been a family affair. The pair grew up in Glassboro, New Jersey, and attended school together from kindergarten through college. Virginia, a lifelong United Methodist, followed in her mother’s footsteps early on and supported the Church’s various ministries, including the Methodist Hospital …

Are You a Good Steward?

Most friends of United Methodist Communities want to be good stewards of the financial resources entrusted to their care, but many have not made a will. They’re not alone; about 70% of Americans do not have a will. If they belong to the 30% that do have a will, there’s a very good chance that it …

How a Charitable Gift Annuity Works: Three Easy Steps

A charitable gift annuity (CGA) is a way to make a gift to support the causes that you care about. You make a gift of cash or property to our organization. In return, we will make payments for life to you, you and a loved one, or another person. Each payment will be fixed and the amount of each payment will depend …

Giving and Getting the Most From Your Assets

How to Maximize your Investments Do you own highly appreciated stock or other investments that, if sold, would result in a high tax bill? Are your CDs or other investments producing a lower return or less income than desired? If you are looking for ways to manage your investments, maximize their worth and minimize taxes, there …

Four Reasons Why Americans Avoid Preparing a Will

What is it about the preparation of one’s personal wishes – the purpose of the Last Will and Testament – that Americans avoid in such resounding numbers? We’ll go over the most excuses for not having a will, and why having a current will is always a good idea!

Profiles in Philanthropy: Frank Kardashian

Frank Kardashian has an incredible history of volunteerism in a variety of areas spanning business, athletics and his United Methodist faith. For 25 years, Frank served as chairman of the Middlesex County branch of the New Jersey Business & Industry Association. He also dedicated his time to the children of his town, serving as the …

Reduce Your Taxes

Did you know that you can reduce your taxes by making a gift from your IRA to charity? An IRA rollover is a simple and easy way for you to use your IRA to help us fulfill our mission. Congress has reauthorized the IRA charitable rollover. This means that if you are 70½ or older you can make a charitable gift of up to $100,000 …

The Bequest

In simple terms, a bequest is a gift of property by will. The charitable bequest affords a way for virtually anyone to express specific philanthropic wishes. In fact, the bequest is the most frequently utilized method of supporting charity in the United States. A bequest may take on a number of forms, including naming: a specific …

Savvy Living – Identity Theft

Identity theft continues to be a big problem in the U.S., affecting around nine million people every year, many of whom are seniors. Identity theft occurs when someone gets access to your Social Security number (SSN), bank or credit card account number, or other identifying information and uses your identity for their purposes, often to …

Charity Savings Jar

How Giving Back Can Help You

What if you could lower your electric bills by turning on the lights in your home? While some things may seem at first glance to be counter-intuitive, a charitable gift can benefit you in surprising and unexpected ways. A charitable gift annuity and charitable remainder trust are two ways you can make a gift to support a charitable cause like ours and receive cash …

Ideas For Giving and Saving For Your Family

Many people believe they have to decide between keeping their money, giving to family or supporting their favorite charitable causes. However, even while giving generously to charity, you can profit from your investments, save for your family and support causes that are important to you. By incorporating a charity like ours into your plans, you …

Farmer's hand planting seed in soil

Financial Seeds to Plant Now

Have you planted seeds for the future? A will or trust can ensure that the seeds you sow will benefit the people and causes you love. Many people, especially young individuals and those who feel that their estate is too small, believe that a will represents an unnecessary expense. But, you need a plan for the future …

Profiles in Philanthropy: Elizabeth A. Keat

The Keat family has a longstanding tradition — supporting the Homes. As Elizabeth A. Keat (Betty Anne), a retired high school teacher noted, her mother was very much concerned about supporting those who need care as they get older. “We’ve had several pastors who gave of themselves, time, energy, support and friendship not only to …

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How to Avoid 5 Major Errors in Planning Your Estate

1. You Don’t Have A Plan Many people don’t realize they need a plan. As a result, they fail to make a will or create a plan during their lifetime. Neglect to make a plan means the distribution of your assets will be dictated by your state’s law. People who pass without plans are considered …

Year-End Tax Savings Checklist

Charitable Contributions: Give before the end of the year and reduce your income taxes. Flexible Spending Accounts: Make sure you have used all the money in your account before it’s lost. Mortgage Interest: Pay your January mortgage payment early and add to your mortgage deduction this year. State and Local Taxes: Call your accountant now …

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Are you looking to save on taxes this year? We can help!

There are a number of charitable plans that can help you save on taxes this year and secure your financial future. You can receive a charitable deduction by making a gift of your low performing CDs, stocks, bonds or even cash. We can also accept your appreciated assets like real estate or a business interest …