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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.

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.

Leading for the Future
Luke and Candice Waters spent many years volunteering and supporting United Methodist Foundation of New England. They wanted to give back in a way that would help our organization fulfill its mission. More on Leading for the Future >>.

Capital Gains Tax Bypassed
Peter and Gail Williamson were nearing retirement. Over the years, with the help of their financial advisor, they made solid investments in securities and built a sizable portfolio. More on Capital Gains Tax Bypassed >>.

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.