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Planned Giving

At the Georgia United Methodist Foundation, our 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. If you have any questions about the best way for you to benefit through a planned gift, please contact 770-449-6726, 877-220-5664 or info@gumf.org. A Planned Giving team member will be very pleased to help you.

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For Advisors

Friday November 26, 2021

Advisor Resources
Advisor Resources
Advisor Resources
We 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.
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Washington News
New IRS Online Accounts For Individuals
New IRS Online Accounts For Individuals
On November 17, 2021, the Internal Revenue Service announced that it had launched a new and improved identity verification and sign in process. The new accounts are available on IRS.gov. The new accounts use a technology provider with the web address ID.me. These accounts include substantial improvements in the identity verification process. IRS Commissioner Chuck Rettig stated, "Identity verification is critical to protect taxpayers and their information. The IRS has been working hard to make improvements in this area and this new verification process is designed to make IRS online...
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GiftLaw Pro
Charitable Tax Reference
Charitable Tax Reference
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
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Deduction Calculator
Deduction Calculator
Deduction Calculator
The GiftLaw Calculator is a planned gifts calculator for professionals that follows the IRS format. Click here to access and run charitable deduction calculations for your favorite gift plan...
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Case of the Week
George's "Green Gift Now" Unitrust IV
George Green was a man of humble beginnings. George was both resourceful and determined to succeed. He enrolled in chemical engineering and studied diligently. His work ethic was quickly recognized by...
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Private Letter Ruling
Transfer of Stock to Charity Not Excess Business Holding
Trust was created under Decedent's will and provides that upon the passing of the final income beneficiary, Trust will terminate and distribute part of its assets to Foundation. Foundation is a...
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Article of the Month
Giving Now and Later: An Overview of Current and Future Donor Advised Fund Rules
Donor advised funds have been around for almost a century. The first donor advised fund (DAF) emerged in the early 1930s. DAFs became more popular and commercialized in the 1990's with the creation of...
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Washington News
New IRS Online Accounts For Individuals
New IRS Online Accounts For Individuals
On November 17, 2021, the Internal Revenue Service announced that it had launched a new and improved identity verification and sign in process. The new accounts are available on IRS.gov. The new accounts use a technology provider with the web address ID.me. These accounts include substantial improvements in the identity verification process. IRS Commissioner Chuck Rettig stated, "Identity verification is critical to protect taxpayers and their information. The IRS has been working hard to make improvements in this area and this new verification process is designed to make IRS online...
More
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