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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

Wednesday August 23, 2017

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. We are available to assist in helping you provide clients with clear and understandable gift illustrations.
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"Don't Take the Bait" W-2 Scam
In IR-2017-130, the Service continued a summer series of warnings about tax scammers. In this latest scam, a business or nonprofit is targeted in an effort to obtain its employees' Forms W-2. In this scam, the fraudster claims to be an officer of the business or nonprofit. He or she sends an email to a financial or human resources employee. The fraudster tries to trick the employee into sending him or her a list of all employee W-2 forms. With the W-2 forms, the fraudster is able to file tax returns with exact income numbers and request improper refunds. Because the income numbers are...
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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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Stacy Powers is 40 years old and has led an interesting life. She was the only child of a successful couple. After both started their careers, they decided to have a child. During the middle years...
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A private foundation ("Foundation") requested advance approval of its scholarship grant procedures. Foundation, a tax-exempt organization, plans to operate a scholarship program to assist with the...
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The idea of asking donors to make a "blended gift" is an emerging trend in the world of philanthropy. A blended gift is the combination of a current gift, or a commitment to make a series of current...
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"Don't Take the Bait" W-2 Scam
In IR-2017-130, the Service continued a summer series of warnings about tax scammers. In this latest scam, a business or nonprofit is targeted in an effort to obtain its employees' Forms W-2. In this scam, the fraudster claims to be an officer of the business or nonprofit. He or she sends an email to a financial or human resources employee. The fraudster tries to trick the employee into sending him or her a list of all employee W-2 forms. With the W-2 forms, the fraudster is able to file tax returns with exact income numbers and request improper refunds. Because the income numbers are...
More
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