United Methodist Foundation
, Inc.
  The NC Conference of the United Methodist Church

   1307 Glenwood Avenue / Raleigh, North Carolina 27605
      919.836.0029 Toll Free: 800.555.4718 Fax:919.836.0092


PLANNING A GIFT TO THE
     METHODIST CHURCH

The following pages will offer ideas as to how you can be a part, truly a partner, in the shaping and developing of our future through your gifts and support of the United Methodist Foundation, Inc. Your rewards will be more than the potential tax savings. In helping others can be found unequaled personal,photo emotional, and spiritual fulfillment.

There are as many different ways to support the Foundation as there are needs for your support. If planned giving is a new thought, you might want to take a moment to consider some of the factors. Another reference tool for your use is our chart briefly describing some of the charitable means that are available to you - see How Can I...?

If you have already included the United Methodist Foundation in your estate plans, please let us know by calling us or filling out our estate intention form. We would like to assist you in making certain your intentions will be carried out. If you have not written a will yet, regardless of your charitable intent, please consider this.

The stories that follow this page share some of the ways people can partner with us in changing lives.Take a moment to see how people - perhaps in circumstances similar to yours - found the means to offer support to their charities and in turn enriched their hearts in ways they never imagined. Names and circumstances have been altered to preserve confidentiality and some examples have been created to better illustrate an opportunity. Just click on the links that follow below.

Wills and Bequests

Charitable Lead Trusts

Gifts of Life Insurance Gifts of Retirement Assets
Charitable Gift Annuities Gifts of Appreciated Assets
Deferred Gift Annuities
Gifts of Real Estate
Bargain Sales

Individual circumstances will vary - as with all tax and estate planning, please consult your attorney or estate specialist. We will be glad to answer questions and offer suggestions confidentially based on your personal circumstances. Please call us or e-mail us (see contact page). You may also use our information request form.

The following button will open a new browser window allowing you to read about news and information as it relates to planned giving. To return to these pages, please close the new browser window.
link to News and Information page
Join our e-mail news and information list and receive every other month e-mails of news relating to planned giving. Just enter your e-mail address and name here and press go.


The site map lets you navigate to any page within Planned Giving, such as the glossary or frequently asked questions (FAQs) pages which have definitions, additional information and answers to common questions. Financial terms that are highlighted can be clicked on to see additional information. In addition, should you have any concerns regarding the privacy of information you might furnish us, please visit our privacy statement page.

Now click here to meet Ann and David.

Professional advisors may want to visit our Gift Law pages (see link below).

Please note, individual financial circumstances will vary. The information on this site does not constitute legal or tax advice. Donor stories and photographs are for purposes of illustration only. As with all tax and estate planning, please consult your attorney or estate specialist. All material is copyrighted and is for viewing purposes only. Use of this site signifies your agreement with the terms of use. The content in this Planned Giving section has been developed for the United Methodist Church by Future Focus. Please report any problems to webmaster. Revised: February 8, 2006 17:34.

 

Smith Barney Consulting Group provides the Foundation with investment consultation and management services working with eight professional asset managers

 

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UMF
Let us show you how we can help your church plan for its financial future
.