Consultation and assistance for estate planning and charitable gift planning is provided for individuals and families without cost or obligation. Confidentiality will always be faithfully guarded by the Foundation unless the client indicates otherwise.
While United Methodist Foundation may not be equipped to provide legal and tax consulting services, it is positioned to be a valuable source of information and guidance in matters relating to the wide variety of charitable gift plans and welcomes opportunities to assist prospective donors and churches.
The Foundation offers trust and administration services for individuals with Life-Income Giving Plans that benefit them during their lifetime and provide for a special gift for the church following their death. The Foundation also provides trust services for individuals, couples and families wishing to create a Permanent Endowment to benefit a ministry or special purpose of the church in honor or memory of a friend or loved one.
Individuals wishing to give gifts of stock to their local church can read more here.
Learn more about Planning Your Gift.
United Methodist Foundation, Inc. is a connectional part of the Church and is in ministry with the local church by offering the following services:
Special presentations for events in the local church are available—such as family night dinners, United Methodist Women and United Methodist Men programs, adult Sunday School class presentations, senior citizens/retiree group programs, etc. Click here for a list of Workshops and Seminars.
United Methodist Foundation, Inc. has partnered with Future Focus to offer informative, easy- to-understand information about planned giving. This information is free to churches in the North Carolina Conference. For more information, please contact the Foundation office.
The Foundation staff will gladly come and provide hands-on assistance in establishing a Permanent Endowment Program in your church. Continuing assistance and support is also available once the program has been established. Services are available to help churches encourage giving and to help members learn various ways of making special gifts to benefit the ministry of the church.
UMF is dedicated to planned giving education. Our Executive Director and Planned Giving Director are available to deliver special inspirational messages during worship as their schedules permit. Our Planned Giving Director is an ordained elder.
An Investment Partnership is available for churches and institutions through which they can benefit from the advantages of greater diversification of investments along with the possibility of both minimizing cost and maximizing investment return. Read more about this partnership.
The Foundation also helps churches with the sale of stock gifts. For more information on gifts of securities, click here.
"The United Methodist Foundation has not only done a wonderful job of managing our church's investments. But, the United Methodist Foundation has also taken the time and the effort to help our church clearly understand our investment portfolio's past and present as well as helped us look toward the future.
The United Methodist Foundation has ultimately helped guide our church on how our funds can be faithfully used for the ministry of Jesus Christ."
- Franklinton UMC