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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

Monday February 18, 2019

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
IRS Phone Calls Peak on February 19
IRS Phone Calls Peak on February 19
Millions of Americans and their tax advisors are preparing their tax returns. Many have questions and will call the IRS. The peak day for IRS phone calls typically falls on the Tuesday after President's Day. During the entire week of February 19, taxpayers may be frustrated due to long hold times on IRS phone lines. However, many taxpayers and advisors will need IRS support to complete their 2018 returns. In IR-2019-10, the Service urged taxpayers to "Avoid the Rush" by using online resources. IRS Commissioner Chuck Rettig stated, "IRS employees are working hard to provide...
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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...
View Presentation
Case of the Week
Living on the Edge, Part 3
Rhea Jones, 75, lives in a beautiful coastal town in northern California. Rhea's home occupies three magnificent acres of bluff property overlooking the crashing waves of the Pacific. With a home...
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Private Letter Ruling
Organization Loses Exemption Over Inurement
Organization was granted tax exemption under Sec. 501(c)(3). It was to be operated for the purpose of providing and promoting quality, affordable gymnastics instruction, education and development....
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Article of the Month
Investor or Dealer? - Gifts of Real Estate and Donor Classification
Philanthropically motivated individuals increasingly understand the value of gifting appreciated real estate to charity. Donors are often able to claim a deduction for the property's fair market value...
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Washington News
IRS Phone Calls Peak on February 19
IRS Phone Calls Peak on February 19
Millions of Americans and their tax advisors are preparing their tax returns. Many have questions and will call the IRS. The peak day for IRS phone calls typically falls on the Tuesday after President's Day. During the entire week of February 19, taxpayers may be frustrated due to long hold times on IRS phone lines. However, many taxpayers and advisors will need IRS support to complete their 2018 returns. In IR-2019-10, the Service urged taxpayers to "Avoid the Rush" by using online resources. IRS Commissioner Chuck Rettig stated, "IRS employees are working hard to provide...
More
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