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 January 18, 2019

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 Will Pay Tax Refunds During Shutdown
Washington News
In IR-2019-1, the Service stated it would open the tax-filing season on January 28, 2019. With the continuing government shutdown, many CPAs and tax preparers were concerned that the IRS might delay...
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Case of the Week
George Green was a man of humble beginnings. He was born in Bulgaria and lived with his parents on their farm. George was a diligent student and was determined to become a successful business owner....
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Private Letter Ruling
Private Foundation (Foundation) was created by Husband (H) and Wife (W). H and W were the only contributors to Foundation. H's contributions exceeded $5,000 and 2% of the total contributions received...
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Article of the Month
Traditional IRAs are funded with pretax dollars and grow tax free. Many traditional IRAs are created through rollovers of other types of qualified plans at retirement. The payouts from traditional...
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