Gift Planning

Legacy Gifts: Transforming Medicine

Through gift planning you can provide long-lasting support for UMMC while enjoying financial benefits for yourself.

About Bequests
About Bequests
You may be looking for a way to make a significant gift to help further the mission of UMMC. A bequest is a gift made through your will or trust. It is one of the most popular and flexible ways that you can support our cause. We can help you with the best ways to draft these gifts.
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IRA Charitable Rollover
IRA Charitable Rollover
An IRA rollover is a convenient and simple way for people age 70½ and older to reduce their taxable income. The donation of your Required Minimum Distribution to UMMC will reduce or taxable income and lover your overall tax liability. In essence you are making a gift directly from their IRS to support UMMC.
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Charitable Gift Annuity
Charitable Gift Annuity
A charitable gift annuity allows you to make a gift and get something in return. You transfer your cash or stock to UMMC and we agree to make fixed payments to you at a fixed rate based on your age. This is a great way to transfer appreciated assets and maintain an income stream in retirement.
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