Current Investment Performance

Planned Giving

One dimension of the Foundation's mission is its role of promoting the importance of financial and estate planning in the life of the Church and its members. We offer seminars, consultations, as well as educational resources for churches and individuals within the Annual Conference. Beyond education, the Foundation also provides planned giving options that enable individual United Methodist donors to fulfill charitable goals by creating legacies for the churches they love. We offer a wide variety of planned gift opportunities for the consideration of donors and their professional advisors, as well as provide planned gift and trust administration services.

Contact us about Planned Giving


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Overview

What is Planned Giving?
Rewards of Planned Giving
Planned Giving Opportunities

Wills & Estate Planning

Overview
Leaving My Affairs In Order
Importance Of Wills In Your Estate Planning
Creating A Faith Statement To Include In Your Will
Your Ethical Will
10 Common Estate-Planning Mistakes

Planned Giving Methods


Charitable Bequest Overview

A Legacy to Your Faith

Sample Named Endowment at Foundation

Sample Bequests Clauses - new!

Charitable Remainder Unitrust

Disclosure Statement

Charitable Remainder Trust Proposal Form (For Free Illustration)
Application

Donor Advised Fund:
Overview
Policy
Investment Memorandum
Sample Donor Advised Fund Agreement
Charitable Gift Annuities  
Overview
Policies
Disclosure Statement
Rates (Single Life)
Rates Two Lives)
My Gift Annuity Profile (For Free Illustration)
Application
Sample Gift Annuity Agreements
Security Transfer & Wiring Instructions

Local Church Program

Advantages of Offering Planned Giving
A Wills Emphasis Program in Your Local Church
Wills Survey
Personal Financial Planning Services Within Your Local Church
Some Thoughts for Inclusion in Your Invitation to Speakers
3-Year Plan for Promoting Church’s Planned Giving Emphasis
Planned Giving Audit
John Wesley Society

Planned Giving Nuggets

Sample One Liners
Sample Bulletin Inserts
Sample Newsletter Blurbs

Resources

Creative Giving Brochure

 
Gift Annuity Brochure Brochure Order Form
Life Income Gifts Brochure  
Retirement Gifts Brochure    
Wills & Estate Plans Brochure

 
Charitable Remainder Trusts Brochure Video Request Form
Donor Advised Fund Brochure    
Book Review: The Ultimate Gift by Jim Stovall

Links

Nelson Capital Management
American Council on Gift Annuities
National Committee on Planned Giving

 

 


(updated 7/15/08
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