Taking time to plan creates a lasting legacy

9/20/2013

Sample bequest language for your attorney

Below are two sets of suggested wording to include your church in your will. Please discuss and share these options with your attorney.

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).

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).

There are plenty of uncertainties caused by not having a will or estate plan, but there are great rewards for those who do have one. For those who plan, there are 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 a will also include a provision in their plans for their local United Methodist church or favorite United Methodist ministry.

Including a charitable organization in your will has many advantages. Perhaps most importantly, this provision demonstrates and affirms the prayers, presence, gifts, service, and witness that 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 that what you do, and the ministry we will do together, is important and significant for all time. Your family will see your works, and your dedication to your faith 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; your wishes count. Use the Foundation’s Wills Planner to identify those values and people important to you. Rather than leaving unresolved questions of what you would have done or would have liked to do, you leave a lasting legacy. It is one 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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