Planned Giving
At the Foundation, we want to help you make decisions today that can have lasting benefits for others. Our goal is to educate you on how you might plan your affairs to benefit your family and churches and ministries close to your heart.
Resources
Our Planned Giving resources include different planned giving options, calculators, and helpful news and information on wills and bequests.
How to Give
What to Give
Learn About Wills
Donor Stories
Planned Gifts Calculator
Giving News
View All Planned Giving Resources
Frequently Asked Questions
Planned Giving (4)
The Foundation’s goal is to educate you on how you might plan your affairs to benefit your family, as well as United Methodist churches and ministries that are close to your heart. The Foundation offers educational opportunities focused on planning giving for individuals, families, and groups. Please contact the Foundation at 770-449-6726 or info@gumf.org to learn more.
Yes. The Foundation offers charitable gift annuities to help elevate and advance the mission of the churches and nonprofits we serve and to help Methodists across Georgia be good stewards of the financial resources entrusted to them by God. A charitable gift annuity is a contract (Charitable Gift Annuity Agreement) between an individual donor or couple and the Foundation. The Charitable Gift Annuity Agreement outlines several important terms. As a donor, you make a gift (at least $25,000) using cash, securities, or possibly other assets. In return, you take a partial tax deduction for your donation. Additionally, you receive a fixed stream of income from the Foundation for the rest of your life. (A portion of this annual income may be considered tax-free). At the time of death, the remainder is distributed to a church or nonprofit as directed by the donor through the Charitable Gift Annuity Agreement. Please contact the Foundation at 770-449-6726 or info@gumf.org to learn more.
Yes. The Foundation offers Charitable Remainder Trusts / Charitable Remainder Unitrusts to help elevate and advance the mission of the churches and nonprofits we serve and to help Methodists across Georgia be good stewards of the financial resources entrusted to them by God. A charitable remainder trust (CRT) or unitrust (CRUT) pays a percentage of the value of the trust each year to an individual. The payments generally must equal at least 5% of the fair market value of the assets, valued annually. At the time of death, the remainder is distributed to a church or nonprofit as directed by the donor through the CRT/CRUT Agreement. Please contact the Foundation at 770-449-6726 or info@gumf.org to learn more.
Yes. The Foundation maintains a list of known and trusted attorneys, and the team is always glad to make an
introduction. Please contact the Foundation at 770-449-6726 or info@gumf.org to learn more.
Contact Us
How can we best help you, your family, your church, or your nonprofit achieve your mission and live out the call of God in your life?
