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.

Wednesday December 19, 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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Required IRA Distributions by December 31
Washington News
In IR-2018-248, the Service reminded retirees born before July 1, 1948 that most IRA owners will take an IRA required minimum distribution (RMD) by December 31, 2018. Generally, traditional IRA,...
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Case of the Week
Bill Russell grew up on the Great Plains. During his youth, he was a rodeo bull rider and gained fame as "Wild Bill" for his daring exploits. But Bill was an artist at heart and soon decided to move...
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Private Letter Ruling
Taxpayer A is the sole settlor and trustee of a revocable trust (Trust). Trust is the sole member of LLC 1, which is a disregarded entity for federal income tax purposes. LLC 1 contributed shares of...
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Article of the Month
In 2017, approximately 61% of households held an individual retirement account (IRA) or other tax-deferred retirement plan and more than one-third of American households owned at least one type of...
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