Legacy Giving
& Gift Planning
Offer hope to the homeless for many years to come.
NEWS: Charitable gift annuity rates have increased again, making the payouts you’d receive the highest in 16 years. Talk to Gwen at UGM and lock in these rates for a fixed, stable income. After your lifetime, the remaining amount becomes part of your legacy to Union Gospel Mission.
Become a Legacy Partner:
Invest in our community’s future
When you entrust a portion of your life’s work to UGM through your estate plans, you’re investing in the future well-being of the most vulnerable in our community. Many men, women, and children today are finding hope and healing because faithful partners thought to include UGM in their estate plans.
Legacy gifts, invested through the UGM Foundation, provide financial security far into the future and facilitate expansion projects that increase the Mission’s reach.
This link will take you to the FreeWill website, our trusted partner.
Planned & Tax-Smart Giving
Legacy giving can be as simple as naming UGM in your will, but there are also several other options: donate stock, IRA distributions, donor advised funds, and more. Get in touch with us and we will connect with you personally to help you understand and move forward with your plans to benefit future generations of those in our care.
This link will take you to a website created by our trusted partner, FreeWill.
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Qualified Charitable Distributions
If you are 70.5 or older, giving from your IRA can help reduce your taxable income — and for those over 73 who must take a Required Minimum Distribution (RMD), an IRA gift is a simple way to fulfill it! By using the link below to give from your IRA, you can auto-complete your paperwork, and we can track your gift to send you the proper tax receipts.
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Stocks
Donating stocks allows you to avoid capital gains tax and often take a charitable deduction for the full value of the asset. Use this tool to donate stock so we can track your gift, send you the correct receipt, and ensure you can get the tax savings you deserve. If you would prefer to make your donation through your broker, access our transfer information from the link above to notify us of your gift.
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Donor-Advised Funds (DAFs)
Donor-Advised Funds (DAFs) are investment accounts for the sole purpose of supporting charitable organizations today. This tool automatically links with your DAF, allows you to recommend how you’d like your gift to be used and notifies us of your intentions. Using the link below to grant from your DAF also saves us a lot of time, so thank you! It’s a great way to ensure consistent financial support while saving cash for immediate needs.
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Cryptocurrency
We now accept donations of Ethereum, Bitcoin, and other cryptocurrencies! This gives us one more way to fund our work and can provide you with extra tax benefits.
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Make a will (for free)
Whether you’re 18 or 108, everyone should have a will in place. People use wills to choose who gets their property, name guardians for minor children, provide a plan for pets, and more.
Through a will, many people also choose to leave a part of their estate to Union Gospel Mission and make an impact on the causes they love, for years to come.
As a gift to people like you, we’ve partnered with FreeWill to make it easy for you to make a will or trust at no cost.
This link will take you to the FreeWill website, our trusted partner.
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Beneficiary Designations
Assets not included in your will are called non-probate assets. Examples are 401(k)s, IRAs, life insurance policies, and other accounts.
Designating the Union Gospel Mission as a beneficiary can have a big impact and may avoid unwanted taxes for your heirs.
This link will take you to the FreeWill website, our trusted partner.
Would you like to pass along your values to your children?
Are you interested in designating UGM as a beneficiary in your will?
Would you like to talk to someone about the future of your estate?
No matter what questions you have,
we want to be of service.
Gwen Schwartz
Director of Legacy
and Gift Planning
“I’m excited to help you move forward with confidence as you plan a legacy that will be a blessing to many.”
For your reference,
our Tax ID # is: 91-0613587.
“I would very strongly recommend that anyone who wants to make a charitable contribution come down and talk to Gwen. It’s a win-win for everybody.”
- Ron, UGM Legacy Donor
Already have a gift to UGM in your will?
Let us know!Thank you for leaving a legacy of helping the homeless.
By including UGM in your Will, you’re providing long-term stability for UGM’s gospel-centered services to the poorest of our neighbors.
Please take a few moments to let us know about your decision by filling out this form. We appreciate the opportunity to acknowledge your generosity and answer any questions you might have about the impact of your legacy gift.
Thank you for leaving a legacy of helping the homeless.
By including UGM in your Will, you’re providing long-term stability for UGM’s gospel-centered services to the poorest of our neighbors.
Please take a few moments to let us know about your decision by filling out this form. We appreciate the opportunity to acknowledge your generosity and answer any questions you might have about the impact of your legacy gift.
Your free legacy planning tools
If you landed on this page but were looking for help dispersing a loved one’s tangible property or delivering goods, please call UGM Estate Services at 509.532.3847, ext. 1340. Ask for Donny.

