Planned Giving

Gift Options

There are many ways to plan an estate or legacy gift to UMDF.  Learn about the best assets to make a planned gift or how to make gifts of cash, securities and property.

    Making a bequest in your will is one of the most common ways to remember the UMDF. A bequest could take the form of a lump sum amount, a percentage or remainder of an estate or a gift of stocks or other assets.
    Two of the most common types of trusts are Charitable Remainder Trusts and Charitable Lead Trusts. Charitable Remainder Trusts pay fixed or variable income to you of at least five percent for a period of years then passes the principle to UMDF. Alternatively, with Charitable Lead Trusts, UMDF receives payments for a specified number of years. After the term expires, the beneficiaries receive the remaining principle as designated by you.
    The UMDF has a charitable gift annuity program that can provide you with payments for the rest of your life, while at the same time, supporting vital programs helping those affected by mitochondrial disease.
    Life insurance can be a valuable tool in estate planning. By being a beneficiary on a policy, the organization will directly receive designated proceeds.
    Different retirement plans include IRAs, pension plans, Keogh and 401(K} accounts. Proceeds from these plans could be taxed up to 70 percent of their value. Using assets from retirement plans can maximize your donation.