|
|
Gift Planning
The United Methodist Foundation of New England is pleased to be able assist the churches and individuals of the New England Annual Conference with their planned gifts.
These gifts usually come from sources other than regular monthly income and can be made in the form of bequests, trusts, gift annuities, life insurance or outright gifts. The following will help you understand how we can guide you through making a planned gift. We look forward to being of asssistance to you.
| Personal Planner | Income for Surviving Spouse
 Harold and Helen were concerned about planning for the future. They had built a substantial estate of $1,200,000. When Harold was 70, he rolled over his $400,000 qualified retirement plan into an IRA. More ... |
The Benefits
There are several types of plans with many having wonderful benefits for the gift donor. The following families have enjoyed increased income and generous tax savings. You might want to start by meeting these friends. Just click on the picture to view each story.
 | Sally and Ted Poland
Sally's grandmother established a trust fund to be distributed to her grandchildren when the youngest living heir reached the age of 21. Her grandmother ensured that her resources would be available to adult family members, so when Sally's niece turned 21, Sally then received her share of the trust. More on Sally and Ted Poland >>. |
 | Gifts that Benefit You
When Cathy and Richard MacGovern got married, they realized they needed to update their wills. They worked with a lawyer who understood that creating or revising a will is the right time to think about planning your charitable legacy. More on Gifts that Benefit You >>. |
 | Sale and Unitrust
Gene and Carol White purchased stock in a small medical service company several years ago. The company has done well. A larger company is now discussing the possibility of buying the smaller company. Gene and Carol are looking for a way to save taxes. More on Sale and Unitrust >>. |
Steps to Wise Giving
There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.
Gary Melville
Director of Development |
Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience. |
Professional Advisors
We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact gary@umfne.org.
If you are a professional advisor, you may take the following steps on this site.
|
© Copyright 1999-2010 Crescendo Interactive, Inc.
|
|
