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.

Sunday February 25, 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 Tips for Tax Filing Season
Washington News
As tax filing season moves forward, the IRS published two letters this week with tips for taxpayers. In IR-2018-31, the IRS reminded taxpayers that late February is usually the peak time for calls to...
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Case of the Week
Karl Hendricks was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned to gold. By far, Karl was most successful with real estate investments. It...
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Private Letter Ruling
Taxpayer received a distribution from IRA Annuity. Taxpayer's financial advisor invested IRA Annuity funds in bonds, mutual funds and certificates of deposit. The IRA funds did not rollover to an IRA...
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Article of the Month
Many entrepreneurs and investors have accumulated substantial net worth through their business and investment holdings. For years, these individuals have focused their efforts and attention to...
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