What We Offer - Individuals and Families

 

The Foundation accomplishes its MISSION through a ministry to INDIVIDUALS and FAMILIES:                   

• Provides information and educational assistance to individuals who are interested in making special gifts to
  support the work of the Church and its institutions.
   
• Helps individuals plan their gifts in consultation with their professional advisors to maximize available tax
  benefits - income tax deductions, estate tax deductions and preferential capital gains tax treatment.
   
• Helps persons to make lasting contributions to Conference-related ministries and local United Methodist
  Churches through planned and/or deferred giving arrangements.
   
• Acts as the trustee in any giving plan where that service is needed.  The Foundation is the trustee to over
  500 trusts benefiting over 200 local United Methodist Churches and all of the Conference-related ministries. 
  It manages trust assets of over $28 million and makes payments to designated charitable beneficiaries.
   
• Provides life income arrangements (gift annuities, annuity trusts and unitrusts) and annuity payments to
  designated beneficiaries.  Over $2.5 million in income gifts now established with the charitable remainders
  to be transferred to new or existing trusts, and to various local churches and/or their endowment funds.
   
• Keeps personal consultations in strict confidence.

Reasons to use the UM Foundation
What we offer Churches and Conference-related Ministries
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United Methodist Foundation of West Virginia, Inc.
PO Box 3811 - Charleston, WV  25338-3811
Phone: 304-342-2113     Toll Free: 1-800-788-3746 ext 45     Fax: 304-342-2632
Email: info@umfwv.org
Physical location:  900 Washington St. E. Suite 203 - Charleston, WV