|
|
Welcome to Texas Methodist Foundation Gift Planning Embracing the Wesleyan tradition of giving to support churches and charitable causes in their communities is important to many United Methodists. By facilitating discernment and transformational giving, the planned giving staff strives to serve donors with integrity. We assist potential donors in aligning stewardship goals with personal values and financial programs. The resources on this site can be used to strengthen one's giving ability.
| 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 Family and United Methodist Ministries
Many options for giving to a United Methodist ministry or the Texas Methodist Foundation have wonderful benefits for donors including increased income and generous tax savings as well as the joy and grace granted through giving in faith. Start your gift planning journey by meeting some of our United Methodist friends who have utilized a variety of giving options. Just click on the picture to view each story.
Resources for Timeless Giving
There are several steps to help you make wise and prudent timeless 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.
 Darrell Loyless, PhD, CFRE VP Advancement |
We at the Texas Methodist Foundation have the priviledge to work with many people around the state as they make timeless gifts. The most gratifying aspect of our work is sharing in the joy and satisfaction the donor experiences as they help shape the future of others beyond their lifetimes with provisions for ministry. Please feel free to call me at 800-933-5502 if I can run a proposal or be of assistance to you.
|
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 contact dloyless@tmf-fdn.org.
If you are a professional advisor, you may take the following steps on this site.
|
© Copyright 1999-2010 Crescendo Interactive, Inc.
|
|