There are many charitable and planned giving tools that enable you to build a lasting legacy, provide lifetime incomes, and offer tax benefits while serving Friends United Meeting for many years. Here are some of the most popular tools to consider:

A Bequest

A bequest is a gift made through your will, and is one of the easiest ways to make a difference to an organization you care a bout. You may include a bequest to FUM when you have a new will prepared, or add a codicil to your existing will.

Gift Annuity

Issued and administered in partnership with Friends Fiduciary Corporation or Everence, a charitable gift annuity to Friends United Meeting can serve as a safe and convenient way to receive lifetime income while responding to a desire to partner with FUM in its ministry and work.

Give From IRA

After you reach 70½ you are required to withdraw money from your Individual Retirement Accounts (IRAs). This offers a good opportunity to give tax-free dollars to FUM. Qualified Charitable Distributions (QCD) must be transferred directly from your IRA custodian.

As with all charitable gifts, we encourage you to consult with your financial/tax advisor. If you have additional questions concerning your charitable giving to Friends United Meeting,  please contact our General Secretary or our charitable services partners at Everence.

Toolbox

Planned Giving Calculators

Need help finding a plan that works best for you? Use Everence's Planned Giving Calculators to show the income and tax benefits you would receive for the different types of charitable giving.

Find A Plan