Plan to care by caring to plan

9/9/2011

Sample language
for you attorney

A gift through your will may be made several ways. Below are two sets of suggested wording to include your church in your will. Please discuss and share these options with your attorney.

  • Specific Percentage of Estate: I give and bequeath to The Oklahoma United Methodist Foundation Inc., an Oklahoma, not-for-profit, tax-exempt corporation, as a permanent endowment, _____ percent of my gross estate, for the benefit of (name of church institution(s) or local church).
  • Specific Amount of Estate: I give and bequeath to The Oklahoma United Methodist Foundation Inc., an Oklahoma, not-for-profit, tax-exempt corporation, as a permanent endowment, $_____ to be used for the benefit of (name of church institution(s) or local church).

From the Oklahoma United Methodist Foundation

While there are plenty of uncertainties for those without a will or estate plan, there are great rewards for those who do have one. For those who plan, there is a comfort and satisfaction in knowing love for family and friends will continue for years to come. Property and assets enjoyed today will be preserved and appreciated tomorrow.

There is another benefit, too. Many individuals who have wills also include provisions in their plans for their local United Methodist churches or favorite United Methodist ministries.

Including a charitable organization in your will has further benefits. Perhaps most importantly, it demonstrates and affirms that the prayers, presence, gifts, service, and witness you vowed and lived out will be transformed into a lasting legacy.

When you include a gift in your will to your church or favorite ministry, you are telling yourself, your family, and the world what you believe, and the ministry we will do together is important and significant for all time. Your family will see your life’s work will be lasting.

There is also another benefit you and your heirs will appreciate. When you include a gift to a United Methodist cause, your estate benefits from an estate tax charitable deduction.

Your life matters and your wishes count. Use the Foundation’s Wills Planner to identify those values and people important to you.

Rather than leaving questions about what you would have done or would have liked others to do, you leave a lasting legacy.

This is a gift that clearly demonstrates a commitment beyond your years—but not beyond your reach.

Visit our website at www.okumf.org  for our online Wills Planner or call us at 800-259-6863 for our free Christian’s Guide to Planning Your Will & Trust.


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