What Is A “Planned Gift”?

Planned Gifts are typically accumulated assets offered in a carefully considered manner to  express one’s commitment without  impairing personal or family financial well-being.  Donors determine the appropriate time weighing personal/family needs, the church’s needs, and tax benefits.  The best asset to consider might be securities, bonds, mutual funds, required minimum distributions, insurance policies, real estate or cash.

Gifts can support the Aldersgate Endowment or a specific Fund or need.  Restricted gifts are approved by the Endowment Committee and Church Council to insure requested purposes can be accommodated.