Plan Your Gift

The United Methodist Retirement Homes (UMRH) Foundation supports the interests of The United Methodist Retirement Homes, Inc. and its communities by seeking charitable donations that enhance programs and services provided for senior adults while advancing the mission of the United Methodist Retirement Homes, Inc.

There are many ways to make a gift to The UMRH Foundation and its communities. You may wish to support the Annual Appeal for a specific community which is used to enhance the lives of residents and meet needs in the communities. Your gifts to the Mother’s Day Offering help to provide resident financial assistance. Donors also have the option to support endowment funds which also provides resident financial assistance. Tax deductible gifts may be made in honor or memory of a loved one.

We are grateful for your support of The UMRH Foundation.

Gifts of Cash

Cash is a convenient form of giving and is deductible for federal income tax purposes, assuming deductions are itemized. Checks may be made payable to:

The UMRH Foundation

and mailed to:

2600 Croasdaile Farm Pkwy #500
Durham, NC 27705

If your gift is made in honor or memory of a loved one, please provide this information. In addition, if your gift is to benefit a specific community, please note this on the check.

Gifts of Appreciated Securities

Gifts of appreciated securities may be made to The UMRH Foundation. Please contact our office before making any transfers of stock. Your tax deduction will be determined by the market value on the date of your gift. Gifting appreciated securities to the UMRH Foundation may allow you to avoid capital gains tax.

Other Gifts

The UMRH Foundation may consider other types of gifts including tangible personal property, in kind gifts and gifts of real estate. Please contact our offices to discuss next steps.

Planning for a Future Gift

If you plan to benefit The UMRH Foundation through a future gift, please notify our office. We would like to invite you to be recognized as a member of our planned giving society or to be included as an anonymous member. There are a variety of ways you can choose to include the UMRH Foundation in your planning.

Bequests

You may choose to include the UMRH Foundation in your will by naming the UMRH Foundation as a beneficiary to your estate. A bequest can be a specific dollar amount or a percentage of your estate and can be either outright or contingent upon the death of another beneficiary. You may indicate that The UMRH Foundation is the charitable beneficiary and may want to indicate if your bequest will support a specific community.

Life Insurance

You may wish to make the UMRH Foundation the beneficiary to your life insurance policy. In order to do this, you may secure a simple change of beneficiary form from your agent and include The UMRH Foundation as a beneficiary.

Retirement Plans

Making The UMRH Foundation a beneficiary of your IRA, 401(k), or 403(b) account is easy. Simply contact your plan administrator to add the UMRH Foundation to the beneficiary form and return the form to the administrator.

Other Options

As you work with your professional advisors, it may be that there other types of giving vehicles that may be beneficial to you. The UMRH Foundation can work with you and your advisors should you be interested in Charitable Trusts or Charitable Gift Annuities, for example. We would welcome a conversation with you as you consider your charitable legacy.