Planned Giving

Plan your gift.

There are many ways to support UMRH communities. You may wish to donate to the Annual Appeal for a specific community. Gifts to the Mother’s Day Offering provide resident financial assistance and ensure a resident continues to have the care and services they need. Donations to endowment funds also provide resident financial assistance.

If you’d like to make your donation in honor or memory of a loved one, we’re happy to send notifications to those you are honoring.

We are grateful for your support of The UMRH Foundation. Gifts are tax-deductible to the extent allowed by law. Please consult your tax advisor for any donation.

Cash is a convenient form of giving. 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 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.

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.

If you plan to benefit The UMRH Foundation through a future gift, please notify our office. We 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.

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 whether your bequest will support a specific community.

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

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.

As you work with your professional advisors, there may be 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’re always happy to discuss giving options as you consider your charitable legacy.