United Methodist Foundation of Louisiana Planned Giving
Thank you for your interest in planned giving. Our hope is to serve you and your family with helpful information. We have an increasing number of United Methodists across Louisiana who now are benefiting from life income gifts, gift annuities and other plans. Thank you for taking the time to explore the benefits of gift planning.
Wills Guide Presentation
Learn how you can avoid an accidental disinheritance. View our Wills Guide Videos. Click here to learn more.
Weekly Article
An Easy IRA Gift Martha smiled as she envisioned the familiar site of the county government office building. She remembered her forty-five years working as a county administrator in her little office. More ...
Benefits for Your Family and Your Local United Methodist Church
There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.
Caring For Each Other It's not the lottery and it's not magic - but every six months, Annabelle Paul's bank account gets a boost. Annabelle is the beneficiary of a charitable gift annuity that will provide income to her for life and ultimately benefit the United Methodist Church. More on Caring For Each Other >>.
Current Gifts As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving. For years, they have created a gift list that includes family members, friends and loved ones. More on Current Gifts >>.
How to Create Retirement Income Sue Alves grew up in San Antonio and graduated from Southwestern University, a United Methodist college in Georgetown, Texas. Sue enjoyed raising a family in Lafayette, Louisiana, and at the age of 55 became a certified financial advisor with Legg Mason. More on How to Create Retirement Income >>.
There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.
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Professional Advisors
We also 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 also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact information@umf.org.
If you are a professional advisor, you may take the following steps on this site.
Martha smiled as she envisioned the familiar site of the county government office building. She remembered her forty-five years working as a county administrator in her little office. 
