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Legacy Giving

& GIFT PLANNING

When you include Union Gospel Mission in your Legacy Plan, you are making a lasting investment in the power of Jesus Christ to transform the lives of people experiencing homelessness, addiction, hunger, and abuse.

Union Gospel Mission has been serving the homeless in greater Portland for nearly 100 years, and we believe there will be vital work to do for generations to come. When you join the UGM Legacy Community or make a planned gift, you can make a significant investment in the mission, both now and into the future, while also providing benefits to you and your loved ones.

Join Our Legacy Community

Types of Planned Gifts

There are many ways to make a planned gift. These giving vehicles can often allow you to be more generous than you thought you could while providing you and your loved ones significant benefits.

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Donor-Advise Funds

If you manage your giving through a Donor Advise Fund, you can quickly and easily designate a gift from your DAF to UGM.

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Stocks

It’s quick and simple to give appreciated stocks, bonds, or mutual funds while potentially receiving significant tax benefits.

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Wills or Trusts

Change the lives of generations of people experiencing homelessness by joining the UGM Legacy Community.

Learn more

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Life Insurance Policies

You can name Union Gospel mission as a beneficiary on your life insurance policy or irrevocably donate your fully paid-up life insurance policy.

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Retirement Plans

Naming UGM as a beneficiary of your IRA, 401k or other qualified plan may eliminate both income and estate taxes.

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Charitable Gift Annuities

CGA’s provide a lifetime income and may allow you to save on taxes. We can help you establish a CGA that benefits you and provides a gift to UGM.

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Charitable Trusts

Charitable Trusts can be structured in many different ways and allow you to use assets to give generously, save significantly on taxes, and provide income to you and your family.

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Qualified Charitable distributionS

If you are 73 or older, you can give your required minimum distribution directly to UGM, or use it to fund other kinds of gifts.

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Real Estate

You can gift real estate directly to UGM, providing substantial tax benefits, or you can use Real Estate to fund gifts that can also provide you with income.