Leaving a Lasting Legacy
 

“The kingdom of heaven is like a mustard seed, which a man took and planted in his field. Though it is the smallest of all seeds, yet when it grows, it is the largest of garden plants and becomes a tree, so that the birds come and perch in its branches.” - Matthew 13:31-32

Legacy Giving Program

One of the ministries of the Foundation is helping churches create and grow their legacy giving (endowment) ministry. The first step in starting an legacy giving program is creating a charter for your church or organization. The Foundation provides workshops and seminars to help pastors and lay leaders learn more about growing and promoting the program. Through the Leaving a Lasting Legacy Workshop, leaders will learn the "whys" of an endowment, the steps to establish the program, and how to invite members of the congregation to join in leaving a legacy. The workshop is available in an online format as well as in-person workshops throughout the year.  

 

Legacy Giving Guidebook

Just as the tiny mustard seed grows into a large plant, planned gifts such as bequests, life income arrangements, gifts of real property and gifts of other appreciated assets can grow into substantial endowment funds that will nourish and sustain the United Methodist witness.

Now may be the time to establish a church endowment program so that there are funds for specific ministries, missions, scholarships, facility maintenance and improvements and/or general (undesignated) funds, which may be used as special needs arise.

The Foundation can assist churches with the planning, organizing, and managing their endowment programs in various ways:

• The Foundation assists, free of charge, local churches and conference agencies in establishing permanent endowment committees and funds for the purpose of ensuring that the United Methodist ministries will continue for generations to come.

• Through an Investment Managed Fund Agreement, the Foundation will invest endowment funds or other permanent funds on behalf of churches or related institutions.

• The Foundation, as a not-for-profit organization, is legally authorized to serve as trustee in the administration of charitable trusts created for the benefit of a United Methodist institution. Trustee services include professional management of trust assets; record keeping and reporting, accounting and regular payment of income to the donor or other beneficiaries.

• The Foundation provides Charitable Gift Annuities to individuals who wish to give a meaningful charitable gift to their United Methodist church and, at the same time, retain the security of regular income payments over their lifetime. 

 

Planned Giving 

The Foundation conducts workshops in churches on estate planning for individuals, including wills, trusts, durable powers of attorney, advance health care directives, and tax planning.

The goal of these programs is to encourage gifts to churches and church agencies in the form of bequests, life income trusts, charitable gift annuities, life insurance, pension plans, life estate gifts or other forms of gifts to support the ongoing and future ministries of your church.