St. Mark’s Wesley Circle: a legacy society
Join the community of contributors leaving their legacy to support the work of St. Mark’s UMC. By planning future gifts to the church, you honor the those who came before you while partnering with those yet to come.
Explore giving options below to find an opportunity that is right for you. Please email us with any questions you may have.
Types of Beneficiary Designations
You may choose St. Mark’s United Methodist Church as the beneficiary of a variety of assets including life insurance policies, retirement plans (IRAs, 403(b)s, commercial annuities and pensions) and financial accounts (banks accounts, CDs, savings bonds).
Because many of these assets may be subject to income and estate taxes when left to heirs, leaving them to the church can be a simple, smart, and tax efficient way to make your legacy gift.
Beneficiary designations
St. Mark’s accepts designation as the beneficiary of retirement plans and life insurance policies. Donors should provide us with a copy of the executed designation form that has been submitted to the policy administrator and names St. Mark’s UMC as the beneficiary.
Donate to St. Mark’s Permanent Endowment Fund
Support future generations with a contribution to our endowment fund. Learn more and donate here.
Donate non-cash assets
Gifts of real or personal property will be accepted on a case-by-case basis. Donations of property over $5,000 must be evaluated by an independent appraiser and appropriate IRS forms must be completed.
Leave a gift in your will or trust
A bequest may be left to St. Mark’s as a specified amount or percentage of your estate. Contact us for sample language to include in your will or view our suggestion below.
If you wish to name St. Mark’s in your will, please use our official name and address:
St. Mark’s United Methodist Church
1431 W Magee Rd
Tucson, AZ 85704
Federal Tax ID: 86-0264983
Sample Bequest Language
“After fulfilling all other provisions, I hereby give, devise and bequeath to St. Mark’s United Methodist Church, a nonprofit corporation existing under the laws of the state of Arizona with a principle address of 1431 W Magee Rd, Tucson, AZ 85704. _________% of the rest, residue, and remainder of my estate [or $________ if specific amount].”
St. Mark’s is providing general information only and does not provide financial counseling or estate planning advice. For tax or legal advice, please consult with a financial advisor, a CPA, or an attorney.