Leaving a Lasting Legacy

April Newsletter

In this Issue:

Basics of Social Security & Retirement Taxes Seminar (Part 2)

Basics of Social Security & Retirement Taxes - Part 2
Tuesday, April 13
10:00 - 11:30 a.m.
via Zoom
Guest Presenter: Ken Sokol

On April 13, the Foundation invites you to join the continuation of the Social Security and Retirement Taxes seminar from 10:00 - 11:30 a.m. via Zoom. If you missed part one, the recording is available to watch online at your convenience. Click here to view the recording. 

During this seminar, Ken Sokol will cover some of the factors to consider for social security decisions and optimizing the benefits associated. This includes the financial need, other financial resources, tax implications to consider, and more. Ken will also share case studies on a few topics. 

Ken Sokol retired from Hallmark Cards, Inc. as a senior industrial engineer in 2002 after 29 years, and has since been putting his technical skills toward the area of financial planning. Ken holds an MBA and completed the Financial Planning course of study at UMKC (University of Missouri at Kansas City). Ken wrote a weekly retirement/investment newsletter for 16 years which was distributed to many Hallmark employees and retirees. Ken has co-authored papers with Professor Randy Gardner, UMKC, addressing Social Security and retirement distribution planning.  Ken has written several white papers and a few booklets as a consultant for insurance companies. Currently, Ken serves on a Washington DC task force for NASI (National Academy for Social Insurance) addressing various aspects of Social Security. 

Click here for the topics and dates for additional seminars. 
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Seminary Scholarship Applications Now Available

The Kansas Area United Methodist Foundation is honored to distribute seminary scholarships. The scholarship applications for the 2021-2022 academic year are now available. Please visit our website for full scholarship guidelines and to apply.  

Kansas Area United Methodist Foundation Seminary Scholarship
Deadline: July 15, 2021
The Seminary Scholarship Fund of the Kansas Area United Methodist Foundation provides scholarships for ministerial students who are attending a theological school and working toward ordination in the Great Plains Conference of the United Methodist Church. This Fund originated with the Kansas West Conference, seeking to create a large endowment to support seminary students.  

Pass the Torch Scholarship
Deadline: July 15, 2021
The Pass the Torch Scholarship Fund is a ministry of retired clergy, spouses, and surviving spouses of the Great Plains Conference committed to significantly increasing the amount of funds to educate quality seminary students to lead our church. 
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Is Your Estate Plan Up-to-Date? The Foundation Can Help!

Do you have a plan that takes care of your family? Has your estate plan been updated in the last 5 years? A key ministry of the Foundation is helping families create or update their estate plans to ensure their loved ones are taking care of and their charitable wishes are honored.
Appointments are available with estate attorney John Griffin of Stewardship Counseling, LLC as a complimentary service of the Foundation. If you or a loved one are interested in meeting with John, please contact the Foundation Office at jtrapp@kaumf.org. To learn more about John Griffin and the estate planning services of the Foundation, please visit our website.
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2020 Annual Report

The 2020 Annual Report is now available online. The Foundation's year in review shares stories from key ministries, praises and highlights of 2020, and the 2020 financial statement. 

If you would like to receive a printed copy of the report, please contact us at jtrapp@kaumf.org

March Investment Summary

The Foundation’s investments were again mixed in the short-term, however, they have been strong long-term. Below you can see the net-of-investment fees returns for March, the First Quarter (year-to-date), as well as their performance for the past year. Please find more information regarding our investment at www.kaumf.org/investments.

If your church or organization would like to receive an investment presentation about sustainable options with the Foundation, please send an email to dpetz@kaumf.org. We would be honored to serve you. 

Rates of Return as of March 31, 2021; Net-of-Investment Fees:


Certificate of Participation Interest Rates

Certificate of Participation Interest Rates
12 Month term - 0.40%
24 Month term - 0.65%

(Rate effective as of March 1, 2021. Rates subject to change. Interest Rates for the Certificate of Participation Investment are reviewed on a monthly basis and as needed.)

Certificates of Participation are offered to churches, organizations, and individuals throughout Kansas and Nebraska to help support the Church and Ministry Loan Fund. Church and Ministry Loans are available to churches and ministries throughout the Great Plains Conference. To learn about the Certificate of Participation program, to obtain an offering circular, current rates and an application form, please visit our website.


Stay Up-to-Date with Foundation News on Social Media

Stay up-to-date with Foundation news and events throughout the month by following us on Twitter @KansasAreaFdn or liking us on Facebook @kansasfoundation