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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

Saturday September 18, 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 Plan to Increase Retirement Savings
New Plan to Increase Retirement Savings
Congress is working on major legislation that could result in a $3.5 trillion spending bill. Many House Committees are tasked to write different parts of the massive legislation. As part of that process, on September 10, 2021, the House Ways and Means Committee passed a $47 billion retirement savings bill. The goal of the bill is to increase retirement savings - especially for low-income individuals. Government data indicates that one third of workers in the private sector currently do not have access to a retirement plan. Workers without access to retirement plans are those who are also most...
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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
Son's Intentions Paved with Gold - Part 1
Several years ago, Martha and Frank built a very unique home on 45 acres of beautiful rolling hills and woods. Frank passed away three years ago, and Martha now solely owns the 45-acre parcel and...
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Private Letter Ruling
Networking Business Denied Exemption
Organization submitted Form 1023-EZ seeking exemption under Sec. 501(c)(3). Organization attested that it is both organized and operated exclusively for a charitable purpose. Organization's Articles...
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Article of the Month
Designating Beneficiaries for Retirement Accounts, Part II
A beneficiary designation form is a simple and accessible tool that allows donors to make testamentary charitable gifts and streamline the administration of their estates. A beneficiary designation is...
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Washington News
New Plan to Increase Retirement Savings
New Plan to Increase Retirement Savings
Congress is working on major legislation that could result in a $3.5 trillion spending bill. Many House Committees are tasked to write different parts of the massive legislation. As part of that process, on September 10, 2021, the House Ways and Means Committee passed a $47 billion retirement savings bill. The goal of the bill is to increase retirement savings - especially for low-income individuals. Government data indicates that one third of workers in the private sector currently do not have access to a retirement plan. Workers without access to retirement plans are those who are also most...
More
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