Individuals

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.