Planned Giving

Welcome to United Methodist Foundation Planned Giving

Thank you for visiting the United Methodist Foundation website. We have served the congregations of the local churches, boards, and agencies of the North Carolina Annual Conference since 1955. Our hope is to provide you and your family with helpful information. We have an increasing number of friends of the Foundation who now are benefiting from life income gifts, gift annuities and other plans. We are grateful that you are taking time to explore the benefits of gift planning. If we can assist you in any way, please contact us at ijames@nccumc.org.
Washington News - Identity Theft Takes $11 Billion From IRS
Identity Theft Takes $11 Billion From IRS
At a May 8 Congressional hearing, Treasury Inspector General for Tax Administration (TIGTA) Russell George testified on the rapid growth of identity theft and tax refund fraud. TIGTA produced a...
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Personal Planner - Gift Tax Surprise
Gift Tax Surprise
Bill: "Every year I pay income tax. And when I pass away my estate will owe tax. But I was absolutely stunned today to hear that I might even have to pay a gift tax! Do you mean that if I give this...
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Donor Story - Peace of Mind Gift Annuity
Peace of Mind Gift Annuity
Many years ago, Clara bought a home. Since she was so pleased with the home, she decided to buy stock in the company that builds and sells homes like it....
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Savvy Living - How to Make the Most of Your Doctor's Visit
How to Make the Most of Your Doctor's Visit
"Can you write a column educating patients on how to prepare for doctors' appointments? I manage a number of small health clinics and have found that patients (especially seniors) who come prepared...
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