More ways to give
Auto Pay & online giving
Give From An Investment Account
Auto Pay
Your bank’s online electronic “Bill Pay” is a convenient way to send
monthly or recurring donations. Designate Trinity UMC as the
“recipient” and your name as the “account.” Indicate the dollar amount,
donation frequency (e.g., one-time, weekly, monthly), and delivery date.
Fees are not typically charged for this service.
Online Giving
Many find the convenience of secure online giving as the easiest and
most efficient method to make one-time or recurring gifts. A small fee
is charged for this service and will be covered by Trinity in the event
you do not elect to personally cover the fee.
Your bank’s online electronic “Bill Pay” is a convenient way to send
monthly or recurring donations. Designate Trinity UMC as the
“recipient” and your name as the “account.” Indicate the dollar amount,
donation frequency (e.g., one-time, weekly, monthly), and delivery date.
Fees are not typically charged for this service.
Online Giving
Many find the convenience of secure online giving as the easiest and
most efficient method to make one-time or recurring gifts. A small fee
is charged for this service and will be covered by Trinity in the event
you do not elect to personally cover the fee.
You can avoid possible capital gains taxes by gifting selected
securities directly to Trinity’s brokerage account where they
will be sold with proceeds sent directly to Trinity’s checking
account. Funds must come from a non-retirement account
holding appreciated securities that you have owned for more
than one year.
securities directly to Trinity’s brokerage account where they
will be sold with proceeds sent directly to Trinity’s checking
account. Funds must come from a non-retirement account
holding appreciated securities that you have owned for more
than one year.
Make a bequest to trinity
Grants from a Donor-advised fund
You can support Trinity through a bequest in your will or trust in one of
the following ways:
General: A certain dollar amount, such as “the sum of $10,000.”
Specific: A particular asset, such as “500 shares of XYZ stock.”
Residual: A gift of the remainder of your estate after all other
distributions and administrative expenses have been paid, such as
“50 percent of the rest of my estate.”
Review your current will or trust, and after considering family and your
circumstances, ask your attorney to add a bequest that meets your
intentions regarding Trinity.
If you do not have a will or trust, please contact an attorney to have
documents prepared. Estate Planning for Donors to TUMC provides
suggested wording when adding Trinity UMC to your will or trust.
the following ways:
General: A certain dollar amount, such as “the sum of $10,000.”
Specific: A particular asset, such as “500 shares of XYZ stock.”
Residual: A gift of the remainder of your estate after all other
distributions and administrative expenses have been paid, such as
“50 percent of the rest of my estate.”
Review your current will or trust, and after considering family and your
circumstances, ask your attorney to add a bequest that meets your
intentions regarding Trinity.
If you do not have a will or trust, please contact an attorney to have
documents prepared. Estate Planning for Donors to TUMC provides
suggested wording when adding Trinity UMC to your will or trust.
Consider Trinity as a grant recipient from your Donor-
Advised Fund (DAF). Trinity has an agreement with
Fidelity Charitable allowing DAF grants from accounts
in their custody to be electronically deposited directly
into Trinity’s checking account. Other DAF grants may be
sent by check to the church office.
Advised Fund (DAF). Trinity has an agreement with
Fidelity Charitable allowing DAF grants from accounts
in their custody to be electronically deposited directly
into Trinity’s checking account. Other DAF grants may be
sent by check to the church office.
Give from an IRA
Name trinity as a beneficiary
If you are over 70 ½ years old and are interested in making a
gift from your IRA, please consider a Qualified Charitable
Distribution (QCD), which is sent directly from your IRA to
Trinity’s checking account. This strategy is a great way to
make a tax-free gift now and, if you are 73 or older, satisfy
your Required Minimum Distribution (RMD).
gift from your IRA, please consider a Qualified Charitable
Distribution (QCD), which is sent directly from your IRA to
Trinity’s checking account. This strategy is a great way to
make a tax-free gift now and, if you are 73 or older, satisfy
your Required Minimum Distribution (RMD).
Name Trinity UMC as a designated beneficiary to receive
assets at the end of your lifetime. There are various assets and
account types that accept a beneficiary, including transfers on
death, payable on death, investment accounts, IRA, or a life
insurance policy is no longer needed.
You may choose for Trinity UMC to receive all or a portion of
the account or death benefit. These types of gifts do not
require a modification of your will or trust and can generally
be done via a form provided by the plan administrator or
institution’s representative.
assets at the end of your lifetime. There are various assets and
account types that accept a beneficiary, including transfers on
death, payable on death, investment accounts, IRA, or a life
insurance policy is no longer needed.
You may choose for Trinity UMC to receive all or a portion of
the account or death benefit. These types of gifts do not
require a modification of your will or trust and can generally
be done via a form provided by the plan administrator or
institution’s representative.
Estate Planning for Donors to TUMC
How to Gift Securities to TUMC
Legal Name: Lexington Trinity United Methodist Church
Federal Tax ID Number: 54-0842373
Suggested wording for a general bequest of a stated sum of money:
“I give to Lexington Trinity United Methodist Church, 147 South Main Street, Lexington,
Virginia 24450 (Tax ID #54-0842373) the sum of $____________for any purpose as Trinity
UMC deems appropriate.
Suggested wording for a specific bequest of a particular asset:
“I give to Lexington Trinity United Methodist Church, 147 South Main Street, Lexington,
Virginia 24450 (Tax ID #54-0842373) _______ shares of _____ stock, for any purpose as
Trinity UMC deems appropriate.
Suggested wording for a residual gift:
“I give to Lexington Trinity United Methodist Church, 147 South Main Street, Lexington,
Virginia 24450, (Tax ID #54-0842373) __________ % of the rest of my estate, for any purpose
as Trinity UMC deems appropriate.
If you wish to support a particular program or ministry, we ask that you contact
our church office. Please consult your financial, legal, and tax advisors to carefully
evaluate any gifting strategy.
Federal Tax ID Number: 54-0842373
Suggested wording for a general bequest of a stated sum of money:
“I give to Lexington Trinity United Methodist Church, 147 South Main Street, Lexington,
Virginia 24450 (Tax ID #54-0842373) the sum of $____________for any purpose as Trinity
UMC deems appropriate.
Suggested wording for a specific bequest of a particular asset:
“I give to Lexington Trinity United Methodist Church, 147 South Main Street, Lexington,
Virginia 24450 (Tax ID #54-0842373) _______ shares of _____ stock, for any purpose as
Trinity UMC deems appropriate.
Suggested wording for a residual gift:
“I give to Lexington Trinity United Methodist Church, 147 South Main Street, Lexington,
Virginia 24450, (Tax ID #54-0842373) __________ % of the rest of my estate, for any purpose
as Trinity UMC deems appropriate.
If you wish to support a particular program or ministry, we ask that you contact
our church office. Please consult your financial, legal, and tax advisors to carefully
evaluate any gifting strategy.
Non-retirement accounts holding appreciated securities owned for more than one year may be
a good source to gift to Trinity and a way to avoid possible capital gains taxes. Securities,
including stocks, bonds, mutual funds, and exchange traded funds (ETFs) may be gifted to
Trinity United Methodist Church (TUMC) through direct electronic transfer from your
brokerage account to TUMC’s brokerage account at The Sowers Financial Group of Truist
Investment Services, Inc. Please contact your broker to set up the direct transfer.
It is very important to contact the Administrative Assistant at TUMC (540-463-4053) to inform
them so they may alert Truist. Upon arrival at Truist, the security(ies) is/are immediately
liquidated (as there are standing orders on file) with proceeds sent directly to TUMC’s checking
account at Cornerstone Bank upon settlement.
Account Registration: Trinity United Methodist Church
TUMC Account # WA7-024299
Firm: The Sowers Financial Group of Truist Investment Services, Inc.
Truist Investment Services DTC # 0226
Contacts: The Sowers Financial Group of Truist Investment Services, Inc.
205 N Central Avenue
Staunton, VA 24401-3310
(540) 886-2396
Financial Advisor: Will Sowers
Registered Client Services Assistant: Kim Nye kim.nye@truist.com
TUMC Account Signature Authority: Steve Givens, TUMC Financial Secretary
Please consult with your financial, legal, and tax advisors
to carefully evaluate any gifting strategy.
a good source to gift to Trinity and a way to avoid possible capital gains taxes. Securities,
including stocks, bonds, mutual funds, and exchange traded funds (ETFs) may be gifted to
Trinity United Methodist Church (TUMC) through direct electronic transfer from your
brokerage account to TUMC’s brokerage account at The Sowers Financial Group of Truist
Investment Services, Inc. Please contact your broker to set up the direct transfer.
It is very important to contact the Administrative Assistant at TUMC (540-463-4053) to inform
them so they may alert Truist. Upon arrival at Truist, the security(ies) is/are immediately
liquidated (as there are standing orders on file) with proceeds sent directly to TUMC’s checking
account at Cornerstone Bank upon settlement.
Account Registration: Trinity United Methodist Church
TUMC Account # WA7-024299
Firm: The Sowers Financial Group of Truist Investment Services, Inc.
Truist Investment Services DTC # 0226
Contacts: The Sowers Financial Group of Truist Investment Services, Inc.
205 N Central Avenue
Staunton, VA 24401-3310
(540) 886-2396
Financial Advisor: Will Sowers
Registered Client Services Assistant: Kim Nye kim.nye@truist.com
TUMC Account Signature Authority: Steve Givens, TUMC Financial Secretary
Please consult with your financial, legal, and tax advisors
to carefully evaluate any gifting strategy.
How to Make a Qualified Charitable Distribution
(QCD) Gift from your IRA
Your IRA can provide a tax-smart way to make a gift to Trinity through a Qualified Charitable
Distribution or QCD. This is a great way to make a tax-free gift now and, if you are 73 or
older, satisfy your annual Required Minimum Distribution (RMD).
Your assets must be in an IRA account. Other Qualified Retirement Plans such as
401(k)s and 403(b)s are not eligible.
You must be at least 70½ years old or older at the time of the gift.
Your QCD must go directly from your IRA administrator to TUMC.
The total of all QCD gifts in any one year cannot exceed $100,000 per person. If your
spouse has a separate IRA, they can also make a QCD gift of up to $100,000 per year if
they otherwise qualify.
The benefits of a QCD gift:
If you don’t itemize your income tax deductions, a QCD provides the tax benefits of an
itemized income tax charitable deduction.
If you are age 73 and must take a Required Minimum Distribution (RMD), your QCD
gift can satisfy your RMD without increasing your income taxes.
Your gift provides an immediate and impactful way to support the important work of
Trinity UMC with a tax-free gift.
Next Steps: Contact your investment advisor or IRA administrator to request a QCD from
your IRA to Trinity. Please consult with your financial, legal, and tax advisors to carefully
evaluate any gifting strategy.
Distribution or QCD. This is a great way to make a tax-free gift now and, if you are 73 or
older, satisfy your annual Required Minimum Distribution (RMD).
Your assets must be in an IRA account. Other Qualified Retirement Plans such as
401(k)s and 403(b)s are not eligible.
You must be at least 70½ years old or older at the time of the gift.
Your QCD must go directly from your IRA administrator to TUMC.
The total of all QCD gifts in any one year cannot exceed $100,000 per person. If your
spouse has a separate IRA, they can also make a QCD gift of up to $100,000 per year if
they otherwise qualify.
The benefits of a QCD gift:
If you don’t itemize your income tax deductions, a QCD provides the tax benefits of an
itemized income tax charitable deduction.
If you are age 73 and must take a Required Minimum Distribution (RMD), your QCD
gift can satisfy your RMD without increasing your income taxes.
Your gift provides an immediate and impactful way to support the important work of
Trinity UMC with a tax-free gift.
Next Steps: Contact your investment advisor or IRA administrator to request a QCD from
your IRA to Trinity. Please consult with your financial, legal, and tax advisors to carefully
evaluate any gifting strategy.