19 Carter Endowment Fund

Naming “Old Methodist Episcopal Church of Berlin, Inc.” (19 Carter) as a beneficiary of your retirement plan, IRA, life insurance policy, or bank or brokerage account is a generous way to make a legacy gift “outside” a will and is a tax-wise strategy for many donors. 

Deferred income tax and estate tax can erode the value of your retirement assets. By transferring these assets to 19 Carter, your gift will be valued at 100% at the time of transfer. 

 A charitable gift annuity allows you to arrange a generous gift to 19 Carter while providing yourself a steady income. You transfer assets to 19 Carter in exchange for a tax deduction and a lifetime income of fixed annuity payments for the rest of your life.