Leave a Legacy…

To Your Church, To Your Family, To Your Community

The Endowment Fund accepts gifts of all types and invests these assets in the Endowment Fund’s investment account.

The Lake Cities UMC Endowment Fund provides many opportunities for charitable planning and giving.

The Lake Cities United Methodist Church Permanent Endowment Fund (“Fund”) provides the method for which members and friends make charitable gifts that can provide lasting support for the various ministries and outreach programs of the church.

Chartered in 2007, the Endowment Fund adheres to the United Methodist Church Book of Discipline and is administered by the Endowment Fund Committee.

The Endowment Fund not only invests these generous gifts through the investment account, but also may make distributions to help support various missions, educational opportunities, extraordinary expenses, and other items beyond the usual financial reach of the church.

Through the generous support of its members and friends, the Lake Cities UMC Endowment Fund helps make permanent the many gifts that we are blessed with.

What types of gifts can be made?

Gifts can take many forms, but common examples are:

    • Cash
    • Stocks
    • Bonds 
    • Real Estate
    • Personal Property 
    • Life Insurance
    • Annuities
    • IRA
    • Insurable Items
    • Qualified Plan Distributions
    • Planned Gifts

How are gifts made?

Outright Gifts – Gifts, such as donations, can be made of most assets such as cash, stock certificates, real estate, life insurance, etc.

Bequests – A gift may be made by your instruction in your will, trust or beneficiary designation from life insurance, annuities, retirement plans, etc.

Planned Giving – Charitable planning examples can include re-directing IRA required minimum distributions to the Endowment Fund or to a life insurance policy naming the Endowment Fund as whole or part beneficiary. Donors should consult tax and/or legal counsel regarding planned giving.

Frequently Asked Questions

Who can I contact for information on the Endowment Fund?

Contact the church office or endowment committee members at 940-321-6100.

Are my gifts Tax Deductible?

Yes, all gifts to the Fund are tax deductible under section 501(c)(3).

How can I keep my gift confidential?

Gifts are confidential and can only be made public at your request.

Do I need to include my family and/or advisors?

Family and advisors are important and welcomed.