Maximize Your Philanthropic Goals

Planned Giving

Learn About Bequests

What are the benefits of making a bequest?

  1. A bequest does not go into effect until you are promoted to heaven, so it will not affect your current finances at all.
  2. Through a bequest, you are leaving a legacy of your life and faith here at FUMC.
  3. Since anyone can make a bequest, it allows you to help bless the ministry of your church for years to come.
  4. You may lessen the burden of taxes on your family and may receive estate tax savings.

How can I learn more?

How do I make a bequest?

A bequest is one of the easiest gifts to make. With the help of an advisor, you can include language in your will or trust specifying a gift to First Methodist Church of Tulsa as part of your estate plan.

What are my options?

A bequest can be made in several ways:
  1. You can gift a specific dollar amount or asset
  2. You can gift a percentage of your estate
  3. You can gift from the balance or residue of your estate
  4. You can make a beneficiary designation of certain assets

How do I get started?