legacy giving

Legacy giving is a way to leave a meaningful legacy to Broomfield UMC to ensure the ongoing vitality of our ministries. A legacy gift shows your belief in the programs and mission of the church and your desire further God’s work.

ways to give

There are a number of planned gift options, most of which offer considerable tax benefits. Estates both large and small can benefit from planned giving and make a significant impact on Broomfield UMC.
• Bequest (will or living trust)
• Beneficiary designation (bank, retirement, or life insurance)
• Charitable remainder rust
• Charitable lead trust
• Retained life estate

what to give

• Cash
• Publicly traded securities
• Retirement plan assets
• Personal residence, vacation home, or other real estate
• Life insurance policies
• Closely held stock
• Family limited partnership interests
• Collections
• Other assets of value

consult an advisor

Please consult with your professional advisor to determine if an estate gift is right for you. Your advisors can help you explore the possibilities and identify ways to maximize the financial and tax benefits of an estate gift. Broomfield UMC works with the Methodist Helping Methodist Foundation to provide information about these options.

Let us know of your Legacy Giving is as easy as completing, signing, and returning this COMMITMENT FORM. Contact Mindy Davidson by EMAIL or call 720-880-5217 with questions or for more information.