Finishing Well, A Guide to End-of-Life Planning

Starts: Sunday, June 24th 2012 at 2:30 pm
Ends: Sunday, June 24th 2012 at 3:30 pm

You’re invited to attend a workshop on “Finishing Well, A Guide to End-of-Life Planning” and creative ways to give to our church while also benefitting you and your family on June 24th, at 2:30pm in the Sanctuary.

Tom Wilkinson, Vice President, Development with the Florida United Methodist Foundation, will be our guest speaker. Come and hear about how planning can be a wonderful gift to your family and how you can make a lasting gift to our church through your will or estate plan, or other planned gift. Many planned gifts have attractive tax and income advantages for the donor and the donor’s family as well.

“Many people can make a planned gift to their church but either don’t know they can or don’t know how to do it,” Tom said. “They can have an impact on the mission and ministry of their local church beyond their own lifetime. Churches can utilize the Foundation to assist members and friends in making a lasting gift to their church.

According to Tom, “People can give the church many different kinds of gifts, not just through the offering plate on Sunday morning. Most people tithe or pay their pledge from income, but people can also give from their assets. For example, a gift of appreciated stock is welcomed by the church, and in most cases can be given without a tax consequence to the giver. We also encourage people to leave a lasting legacy to their church through bequests from their will or estate plan.” Other gift arrangements, such as Charitable Gift Annuities, combine a gift to the church with guaranteed annuity payments for the donor or donors for their lifetimes.

Before joining the Florid United Methodist Foundation, Tom was director of planned giving for the Community Foundation of Tampa Bay. He also spent 13 years working in various management roles at the international investment banking division of the Union Bank of Switzerland (UBS).