Leaving a Lasting Legacy

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Estate Planning Services

A key ministry of the Foundation is helping families leave a lasting legacy to their church and to other ministries/causes important to them. To do this, You can give a specific dollar amount, a percentage, or the remainder of your estate through your will, trust, IRA, or a life insurance policy. The Foundation is a reliable option to steward your charitable giving to make a lasting impact on generations to come.

Our Foundation staff are available to meet with you to discuss estate planning considerations, on a confidential basis at no cost or obligation. The Foundation serves as administrator of bequests and permanent endowments for individuals of, and formerly of, the United Methodist Church.

The Foundation provides estate planning resources through providing a free copy of our Will and Trust Planning Guide.

In addition, the Foundation works with a local estate planning attorney, John Griffin of Stewardship Counseling, LLC, who is specialized in helping families design their estate plans. This estate designing service comes at no cost to you. If you are interested in more information, a copy of the planning guide, or meeting with John Griffin, click here to let us know or contact our office

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Giving Charitably in Your Estate

Bequests are a way that you can leave a lasting legacy, but continue to use the property you will donate during your life. Foundation staff are available to meet with you to discuss end-of-life planning, on a confidential basis and at no cost or obligation. The Foundation is legally authorized to serve as administrator of bequests set up to benefit Kansas United Methodist individuals, churches or agencies.

Why Include a Bequest in your Will or Trust?

The reasons that donors make charitable bequests are generally as varied as the donors themselves, but one common denominator is a sincere desire to give back to your United Methodist church, the community, or to a particular ministry.

Other advantages include:

  • It is easy. Making a bequest is as simple as inserting a few sentences into your will, such as, “I give $100,000, or a certain percentage, to the Kansas Area United Methodist Foundation or another charitable ministry.”
  • It is revocable. A revocable trust or bequest provides instructions for a gift at the time of death. These instructions can be changed or terminated at any time prior to death. If an agreement is established at the Foundation, this agreement can be updated as you desire.
  • It is tax-smart. Your estate is entitled to an unlimited estate tax charitable deduction for bequests to qualified charitable ministry.

How do I leave a bequest to the Foundation?

There are a few, easy ways to leave a bequest to the Foundation. 

  1. Name the Kansas Area United Methodist Foundation as a beneficiary of your IRA or life insurance policyContact the Foundation to create your charitable fund and provide direction on how the funds should be disbursed.

  2. Work with your attorney to name the Kansas Area United Methodist Foundation to recieve a portion of your estate. Some families will leave a tithe, 10%, of their estate to support causes that are important to them. Other families will view their charitable giving as a "child" and distribute their estate equally among their children and charitable giving. Make sure the Foundation is aware that it is listed in your estate plan. Contact the Foundation to create your charitable fund and provide direction on how the funds should be disbursed. 

  3. Work with John Griffin, an estate planning attorney, to design your estate. John Griffin helps families design a plan that takes care of their family and gives charitably to the causes that are important to them. This is a complementary service of the Foundation. If you are interested in meeting with John Griffin, click here to let us know or contact our office

Why leave a bequest to the Foundation?

One key advantage of using the Foundation to care for your bequest is the Foundation can distribute the funds, in the percentages you determine, to your church, United Methodist organizations and ministries, and other 501(c)(3) non-profit organizations. The beneficiaries of your fund can be updated, free of charge, at any time without going back to your attorney. Through the Foundation, you can establish a fund for a designed amount of time or into perpetuity.

The Foundation is a reliable, professional-managed option for caring for your charitable giving, so that you can have the peace of mind that your giving continues to make a difference for your church and community.

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Inspiring Stories



Planned Giving Q&A

Planned giving is a method of supporting charities that enables philanthropic individuals or donors to make larger gifts than they could make from their income. Planned gifts typically are funded from the donor’s accumulated assets rather than from his or her discretionary income. A gift may be funded by cash, securities, life insurance, retirement plan, personal property, real estate and other appreciated assets. Some planned gifts offer benefits to both the donor and the recipient.

What kind of gift can I make?
There are outright gifts, such as gifts of cash or appreciated assets that are sometimes used as a substitute for cash. There are deferred gifts, such as bequests made in a will or living trust, that are payable upon the donor’s death. There are life income arrangements such as charitable gift annuities and charitable trusts that return income or other financial benefits to the donor in return for the contribution.

What types of gifts does the Foundation accept?
The Foundation accepts charitable gift annuities, charitable trusts, donor advised funds, bequests and other types of planned gifts in which at least 40 percent of the gift will benefit a United Methodist church, agency, related institution or ministry.

What are the benefits of a life income gift such as a charitable gift annuity or charitable trust?
The donor receives a tax deduction for the full fair market value of the assets contributed at the time the gift is made. The donor receives income throughout his or her lifetime. Some of the income received through the annuity payments to the donor is tax-exempt.

What types of services does the Foundation provide to donors and prospective donors?
The Foundation staff will meet privately and free of charge with prospective donors to consult with them about gifts that are to be designated for United Methodist churches or related charities. The Foundation will enter into a contract with the donor, will provide custodial and/or trustee services and accounting services to the donor. Account information is reported monthly. The Foundation funds are audited annually.

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