The following resources may be helpful as you and your church explore the creation or expansion of a planned giving focus.

1. Christian Stewardship
2. Socially Responsible Investing
3. Planned Giving
4. Legal and IRS Resources
5. UM Foundation Links
6. United Methodist General Resources
7. NC Conference Web Projects & Communications
8. NC Conference Related Agencies & Institutions

Christian Stewardship

• UM Center for Christian Stewardship
• UM Center for Christian Stewardship - Planned Giving
• Expressing Your Christian Stewardship (National Association of United Methodist Foundations)
• UMC.org - Frequently Asked Questions on Giving
• United Methodist Giving – Sharing God’s Gifts
• Why We Apportion: A Theology of United Methodist Giving
• Good Sense Ministry – Empowering church leaders to implement biblically based stewardship ministry within the local church.
• United Methodist Legacy Partners

Socially Responsible Investing

• Social Principles of The United Methodist Church
• General Board of Pension and Health Benefits of The United Methodist Church: Socially Responsible Investing and Fund Performance
• General Board of Pension and Health Benefits of The United Methodist Church: Investment Strategy Statement
• General Council on Finance & Administration: Statement of Investment Guidelines
• Self-Help Credit Union of Durham

Planned Giving

• United Methodist Legacy Partners
• The Chronicle of Philanthropy
• National Committee on Planned Giving

Legal and IRS Resources

• NC Conference Treasurer’s Office
• UMF Gift Law
• General Council on Finance & Administration: Legal Manual
• General Council on Finance & Administration: Dictionary of Legal Terms
• General Council on Finance & Administration: Tax Information for Local Churches
• IRS Publication 1771: Charitable Contributions: Substantiation and Disclosure Requirements
• IRS Publication 1828: Tax Guide for Churches and Religious Organizations

UM Foundation Links

• United Methodist Foundation of Western North Carolina, Inc. – Western NC Conference
• National Association of United Methodist Foundations

United Methodist General Resources

• North Carolina Conference of The United Methodist Church
• Western North Carolina Conference of The United Methodist Church
• Southeastern Jurisdiction Ministries (SEJAC)
• The United Methodist Church

NC Conference Related Agencies & Institutions

• NCC Methodist-Related Colleges
• Marion Edwards Recovery Center Initiatives (MERCI)
• Methodist Home for Children
• United Methodist Retirement Homes, Inc.
• Conference listing of Offices & Ministries 

NC Conference Web Projects & Communications

• NC Conference Information Technology - Local Church Website & Email Projects
• NC Conference Christian Advocate Newspaper

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