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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.

For Advisors

Tuesday May 17, 2022

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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Protect Yourself From Fires and Hurricanes This Summer
On May 5, 2022, the Internal Revenue Service published a brief guide on tips to help you prepare for natural disasters. The month of May includes National Hurricane Preparedness Week and National Wildfire Awareness Month. Other natural disasters could include tropical storms, tornadoes, winds, floods, landslides and mudslides. The month of May is an excellent time to begin reviewing your emergency preparedness plan. Part of that plan includes taking steps to protect personal documents and tax-related information. 1. Secure Key Documents — You should gather your tax returns, birth...
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Charitable Tax Reference
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
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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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Karl Hendricks was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned to gold. Karl's passion was real estate, and he was very successful in his...
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Foundation requested advance approval of its educational grant procedure under Sec. 4945(g). Foundation will operate a Research Grant program to fund research on the prevention treatment and cure of X...
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A charitable gift annuity (CGA) is an excellent option for donors with appreciated real estate. A CGA provides a charitable tax deduction and a fixed income stream for life. In addition, a CGA gives a...
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Protect Yourself From Fires and Hurricanes This Summer
On May 5, 2022, the Internal Revenue Service published a brief guide on tips to help you prepare for natural disasters. The month of May includes National Hurricane Preparedness Week and National Wildfire Awareness Month. Other natural disasters could include tropical storms, tornadoes, winds, floods, landslides and mudslides. The month of May is an excellent time to begin reviewing your emergency preparedness plan. Part of that plan includes taking steps to protect personal documents and tax-related information. 1. Secure Key Documents — You should gather your tax returns, birth...
More
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