Legacy Giving

What is legacy giving?

“Legacy giving” is simply planning in advance to make a difference, both for yourself and for a cause that you believe in, through a charitable gift. The goal of such gifts is to “leave a legacy” that can make an impact for future generations.

You can make a lasting difference in the life of Campbell UMC and those it serves by making a gift to the church’s Endowment Fund or including the church in your personal estate plan.

The church’s Endowment Committee manages the Endowment Fund for the perpetual benefit of Campbell UMC and its ministries. Each year, the income from the fund helps support ministry needs outside the operating budget; the entire principal is retained and invested for growth.

The members of the Endowment Committee are ready to help anyone who wants more information about options for contributing assets to the Endowment Fund.

Who can create a legacy gift? Is it a complicated process?

Any individual, at any point in life, can create a legacy gift. It can be as easy as naming a charity on the beneficiary form on a savings, checking or pension account, or through a more complex instrument like a charitable trust. It is important to seek the advice of an estate-planning professional when deciding which option will best achieve your goals. No matter which instrument you choose, all these gifts represent a powerful and meaningful way to create a philanthropic legacy for your community and the organizations you care about.

A legacy gift can:

  • give you a tax advantage (often the tax benefits are quite substantial)
  • fit appropriately with your estate plans and concerns for heirs
  • complement your lifestyle goals
  • match your wish to leave a legacy to the cause you care about

If you have questions about how to create a lasting legacy for Campbell UMC or you have already decided to take this important step in your estate planning, we encourage you to contact the pastor or a member of the Endowment Committee for more information.