Planned Giving Services

The Foundation offers planned giving consultation services to donors wishing to plan ahead and make charitable gifts or establish endowments that will enhance and extend the mission and ministry of The United Methodist Church. Planned gifts have grown in popularity because they can provide tax benefits and/or streams of payment.

The Foundation is available to meet, discuss, and develop specific planned giving strategies that will offer immediate benefits to the donor and future benefits to the charity. The most common types of planned gifts offered by the Foundation are as follows: 

Charitable Gift Annuities
Charitable Remainder Unitrusts
Donor Advised Funds
Endowments
Gifts of Stock
Bequests