Planned Giving Services

Planned Giving Services

We consult with individuals regarding options for supporting the ministries they love, including providing confidential proposals for different gift types to donors and their advisors. We also can assist individual donors establish certain types of planned gifts and provide ongoing administration for those gifts.

The Foundation assists individuals to learn about options for providing during-lifetime and after-lifetime gifts for their church or favorite United Methodist ministry.

Not every type of gift is right  for every individual.  Through confidential discussion and carefully listening to your personal goals and charitable wishes, the Foundation can provide gift proposals for you and your professional advisor(s) to review. 

The Foundation is often asked by donors to consult with their attorney, CPA or financial advisor to work in concert to recommend the most effective and sensible plan for accomplishing their charitable goals.

The Foundation can provide suggested wording for various types of bequests through your will or trust document.  It is worth noting that a bequest through your will is the one planned gift which everyone can make.  A gift that becomes effective after your life may well be a more significant gift than you could give during your lifetime.

The Foundation encourages consideration of the entire range of options to support the ministries of your church, which can include:  outright gifts of cash, appreciated stock, a bequest through your will, use of a charitable remainder trust, a charitable gift annuity which provides lifetime income, a gift of life insurance, gifts utilizing retirement accounts or pension plans, gifts of real estate, or useful combinations of several options.

We are equipped to provide detailed proposals for a variety of types of planned gifts, such as:

  • Charitable Gift Annuities
  • Charitable Remainder Trusts
  • Gifts of Property
  • Part-sale and part-gift of property

The Foundation is also equipped to establish those planned gifts for the benefit of your church or designated ministry program and then provide the necessary ongoing administration for the life of those gifts.

Helping Faithful People  Live Generous Lives