Click here to learn what the United Methodist Church means to its people and the planned gifts they have made to continue its ministries after their lifetime.
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.
Personal Planner
Income for Surviving Spouse Harold and Helen were concerned about planning for the future. They had built a substantial estate of $1,200,000. When Harold was 70, he rolled over his $400,000 qualified retirement plan into an IRA. 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.
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 >>.
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 Being There For Her Church >>.
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.
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.