Charitable gift annuities, charitable trusts, pooled income fund gifts, and bequests offer ways to contribute significantly to the mission of The Homes and to meet a donor's long term financial and estate objectives.

Charitable Gift Annuities are a simple contract between the donor and The Homes. We agree to pay a fixed rate for life based on the age of the donor. A tax deduction may be taken and distributed over five years. Gifts of appreciated securities used to fund the agreement may generate reportable income and capital gains considerations. The annuity rate is guaranteed for life and at the time of the donors death the residual will go to The Homes.

Bequests benefit The Homes and our residents. A donor may provide a dollar amount, percentage or residual/remainder bequest. The following are examples of appropriate language. A donor should consult with his or her attorney when creating or making changes to a will.

• Dollar example: I give, devise, and bequeath to The United Methodist Homes of New Jersey Foundation, Inc., Neptune, New Jersey $__________ for its general use and purposes.
• Percentage example: I give, devise and bequeath to The United Methodist Homes of New Jersey Foundations, Inc., Neptune, New Jersey _______% of my residuary estate for its general use and purposes.
• Remainder/Residual example: I give, devise and bequeath to The United Methodist Homes of New Jersey Foundation, Inc., Neptune, New Jersey all the rest, residue and remainder of my estate for its general use and purposes.
• Codicil example for existing will: This is a codicil to the will of (name of donor) dated (insert date existing will) gives a bequest of $___________ to The United Methodists Homes of New Jersey Foundation, Inc., Neptune, New Jersey for its general use and purposes.
  (Wills and codicils must be signed, dated, witnessed and notarized. The United Methodist Homes of New Jersey Foundation, Inc. federal tax ID is # 21-0634464

The Wesleyan Society recognizes persons who have named The Homes in their estate plans and confirmed their bequest intentions in writing. Society members are recognized in an honor roll or their intentions may remain anonymous as each chooses.

Charitable Trusts - The Homes will send illustrations of a charitable annuity trust, remainder trust, or unitrust that may be appropriate for a donor's financial plan. For a minimum of $100,000, these instruments offer a viable way to contribute while providing income provisions and asset transfers.

Gifts of Life Insurance - Universal or whole life insurance policies may be given by irrevocably assigning The United Methodist Homes of New Jersey Foundation, Inc. as the beneficiary. The Homes will provide tax benefit calculations for the donor.

Property - The Homes accepts real estate, farms, heirlooms, antiques, artwork, jewelry, patents, intellectual and any tangible property when it is a readily disposable asset.

For further information contact: Ray Minor 3311 State Route 33 Neptune, NJ 07753 rminor@umh-nj.org 732-922-9802 ext. 122 We are proud participants of the National Council on Planned Giving