Advisors

We provide professional advisors with options and information for their clients who are interested in giving to their local church or other United Methodist institutions. In addition to these valuable resources, the Foundation:

  • Serves as Trustee of permanent endowment funds benefiting any United Methodist church, institution or other ministry.
  • Provides brochures on planned giving options.
  • Serves as Trustee of life-income gift arrangements and revocable trusts.
  • Issues gift annuities.
  • Serves as executor of estates.
  • Provides advice on giving methods and alternatives.
  • Helps provide clients with clear and understandable gift illustrations.
United Methodist Attorney Conference

Each year, UMFA sponsors an event for attorneys throughout the conference to update them on current legal issues that could impact their clients or local churches. Participating attorneys receive CLE credits. Contact Janet Marshall at jmarshall@umfa.org to learn more.

GiftLaw

We offer GiftLaw, a complete tax-update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends.

Friday August 17, 2018

Charitable Tax Reference
GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
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Deduction Calculator
Deduction Calculator
The GiftLaw Calculator is a planned gifts calculator for professionals that follows the IRS format. Click here to access and run charitable deduction calculations for your favorite gift plan...
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IRS Encourages Taxpayers to Check Their Withholding Amounts
Washington News
The IRS is conducting a second "paycheck checkup" the week of August 13 in an effort to encourage taxpayers to calculate withholding amounts for their 2018 returns. In light of the new tax...
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Case of the Week
Lucky Lucy Lindstrom finished college and headed west. She started as a financial analyst with a large company in Seattle. After just four years, she became a Registered Investment Advisor and began...
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Private Letter Ruling
Decedent and Taxpayer established Trust, a revocable trust. Decedent subsequently passed away, leaving Taxpayer as the sole trustee of Trust. Trust was the beneficiary of Decedent's IRA. Under the...
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Article of the Month
Savings bonds and commercial annuities are considered by many to be very safe investments for individuals. Investors enjoy the guaranteed return these assets offer. Many individuals are concerned that...
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