The Morrill Martin Society recognizes those who continue their tradition of support for the United Methodist Elder Care mission beyond their own lifetime. This is accomplished through a gift earmarked exclusively for the endowment.  Society members gather at an annual dinner each May.

When Does Membership In The Society Begin?

Once you have decided to impact the future of this agency with a planned gift as described; please notify the Development Office. You will be immediately welcomed into the Society. Formal installation occurs at our Morrill Martin Society Dinner held annually in May.

Can You Explain The Benefits of Membership?

Not everyone is conscious of the joy of giving and the excitement planning for a better future brings. Your interest in 'How You Can Help Us' and in The Morrill Martin Society hints at your generosity and  readiness to plan for the future.

Society members are those who have decided that the time is right for them to purposefully leave a legacy. And, they chose to benefit the United Methodist Elder Care mission. They want their estate plan to be in line with the values expressed in their lifetime of charitable giving. Members tell us that making this decision feels very good.

Friends of our mission decide on a planned giving instrument, notify us of their action or intention, and are invited tojoin the Society.   Some examples follow:

� A bequest to United Methodist Elder Care is included in the donor’s will

� United Methodist Elder Care is designated as beneficiary on a life insurance policy

� United Methodist Elder Care is designated as beneficiary on an Individual Retirement Account (IRA)

� A Charitable Gift Annuity is funded with an endowment gift (securing lifetime income and tax benefits for the donor while benefiting the mission)

� A charitable trust benefiting United Methodist Elder Care is established

� A gift valued at $1,000 or more is directed to the endowment. The gift may be made in cash, appreciated securities, or tangible property

One of the simplest and most common paths to membership is the inclusion of bequest language in your will.

For those interested in securing life income while benefiting these Centers, we are prepared to talk with you, or your advisor, about vehicles such as charitable gift annuities, charitable trusts, and pooled income funds. Our gift plans are managed by the United Methodist Foundation of New England and invested by State Street Bank. This association enables us to accommodate the more complex financial or estate plan.

In addition, we work closely with the United Methodist Foundation of New England for those donors who are interested in endowing more than one United Methodist agency or church.

How Was The Society Named?

The Society is named for the late Reverend Morrill O. Martin.  Ordained as a United Methodist minister in 1944, Morrill was a graduate of the Boston University School of Social Work and School of Theology.  In 1965, Morrill led the effort to raise nearly half a million dollars to build Winslow Gardens, formerly the United Methodist Retirement Center; was engaged in site selection and construction; and continued his involvement as a Trustee through years of expansion and growth.  We are honored to associate our planned giving society with the faith, energy, and commitment Morrill invested in all he undertook.

Let's say you're holding an appreciated stock in your investment portfolio. You are ready to sell the stock and are ready to make an endowment gift to United Methodist Elder Care.

The outright sale of the stock will trigger a tax on the capital gain. Instead, you decide to donate (transfer) the stock to United Methodist Elder Care. This choice has very different consequences:

� Your gift of appreciated stock is worth more than your original investment in the stock -- so you gift is more significant in size

� A capital gains tax may be avoided (all of the gain is conserved inside of the charitable gift)

� Your charitable tax deduction is based on the stock’s current worth

� Directing your gift of stock to our endowment fulfills an eligibility requirement for Society membership

Many positive outcomes as a result of wise gift planning!