Services for Individuals
While United Methodist Foundation is not equipped to provide legal and tax consulting services, it is positioned to be a valuable source of information and guidance in matters relating to the wide variety of charitable gift plans and welcomes opportunities to assist prospective donors and churches.
Consultation and assistance for estate planning and charitable gift planning is provided for individuals and families without cost or obligation. Confidentiality is always faithfully guarded by the Foundation unless the client indicates otherwise.
The Foundation offers trust and administration services for individuals with Life-Income Giving Plans that benefit them during their lifetime and provide for a special gift for the church following their death. The Foundation also provides trust services for individuals, couples and families wishing to create a Permanent Endowment to benefit a ministry or special purpose of the church in honor or memory of a friend or loved one.
Individuals wishing to give gifts of stock to their local church can read more here.
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