United Methodist Foundation of Louisiana
Gift Planning

Thank you for your interest in gift planning. 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.
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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.




Charitable Gift Annuities: Try As You Might, You Can't Out-Give God
Mention the names Anita and LeRoy Crump, and images of United Methodist leadership and dedication come to mind. More on Charitable Gift Annuities: Try As You Might, You Can't Out-Give God >>.


Part Gift and Part Sale
Sue and Jim Wilson bought their first home many years ago. As they were landscaping in the yard, painting and fixing up that home, Jim was impressed with the home improvement store. More on Part Gift and Part Sale >>.


Gift Annuities: Being There For Her Church
Born and raised in Lafayette, Joyce Hannibal has been a loyal Methodist all of her life. Joyce is a member of Asbury United Methodist Church, where she is a member of the Challengers Sunday School Class and has served as president and substitute teacher. More on Gift Annuities: Being There For Her Church >>.


Generous IRA Gift
Jerry is a fireman who volunteers for a number of charities in his community. Recently, Jerry's United Methodist Church shared an opportunity to join in a new ministry with a positive impact. More on Generous IRA Gift >>.


Steps to Wise Giving

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.


Rob Fairly
President
Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience.


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 click here.

If you are a professional advisor, you may take the following steps on this site.







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