Gift Planning Menu

Planned Giving

At the Foundation, we want to help you make decisions today that can have lasting benefits for others. Our goal is to educate you on how you might plan your affairs to benefit your family and churches and ministries close to your heart.

Gift Planning

Learn About Wills and Bequests

What are the benefits of making a bequest?

You leave a lasting legacy to be remembered
You lessen the burden of taxes on your family
You may receive estate tax savings

How can I learn more?

Watch a Video

Download a Brochure

How do I make a bequest?

A bequest is one of the easiest gifts to make. With the help of an advisor, you can include language in your will or trust specifying a gift be made to family, friends or your church or ministry as part of your estate plan.

View Bequest Language

What are my options?

A bequest can be made in several ways:

You can gift a specific dollar amount or asset
You can gift a percentage of your estate
You can gift from the balance or residue of your estate
You can make a beneficiary designation of certain assets

How do I get started?

Request an Estate Planning Guide

Create an Online Account

Additional Resources

Explore additional resources to help you with your tax planning and making a gift to benefit your church or ministry. Contact us for more information about ways you can support your church or ministry.

I Need More Information

Advanced Faith-Based Financial Solutions for the Methodist Family of Georgia

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Contact Us

Email: [email protected]
Main Office: 770-449-6726
Toll-Free: 877-220-5664
South Georgia: 478-256-7130
Fax: 770-449-6680

Address

Physical Address: 15 Technology Parkway South, Suite 125
Peachtree Corners, GA 30092-8203

Mailing Address: PO Box 922087
Peachtree Corners, GA 30010-2087

This site is informational and educational in nature. It is not offering professional tax, legal, or accountaing advice. For specific advise about the effect of any planning concept on your tax or financial situation or with your estate, please consult a professional advisor.