Maximize Your Church’s Year-End Giving!


Maximize Your Church’s Year-End Giving!
Your IRA Required Minimum Distribution – How to Make the Most of It
Per the IRS, people 70½ and older are required to take a minimum distribution from their IRA or be faced with a hefty tax penalty. If you must take a required minimum distribution, but don’t need the funds and don’t want to pay income taxes on it, please consider gifting it to the Church as part of your annual support.
To qualify for the tax credit, you must have your retirement plan administrator direct the distribution DIRECTLY to your church; it cannot pass through your hands or it will trigger an income taxable event for you.
If you have questions about how to execute this gift transaction, please contact Amy Burton at the United Methodist Foundation of Western North Carolina at (888) 450-1956 ext. 1509 or email her at and she will be happy to help you through the process.
The United Methodist Foundation Brokers Stock
With October also comes the push by churches for 4th quarter donations. Often, those gifts come in the form of stocks or other appreciated assts.
Did you know that the United Methodist Foundation of Western North Carolina will broker those stocks for you with no fee?  This service is offered as a courtesy to churches and congregation members in the WNC Conference. Contact us for information about how we can help you. (Now is the time to start as there is a several week lag time to get funds on hand!)

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