Welcome to California-Nevada United Methodist Foundation Planned Giving
Susan Peters Executive Director
One dimension of the Foundation's mission is its role of promoting the importance of financial and estate planning in the life of individuals and local churches. We offer seminars, consultations, and educational resources for churches and individuals within the Annual Conference. Beyond education, the Foundation also provides planned giving options that enable individual United Methodist donors to fulfill charitable goals by creating legacies for the churches they love. We offer a wide variety of planned gift opportunities for the consideration of donors and their professional advisors, as well as provide planned gift and trust administration services. Planned gifts may be current or deferred, and include the many options presented in these pages.
Wills Guide Presentation
Learn how you can avoid an accidental disinheritance. View our Wills Guide Videos. Click here to learn more.
Personal Planner
Trusts To Protect Children Trusts are an excellent way to provide for the support and care of children while protecting them. Two important reasons to create a trust are to care for minor children or for a special needs child. More ...
Benefits for Family and your Local Church There are several types of plans. Many of these have wonderful benefits for the gift donors, and allow our local churches to receive charitable gifts. 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.
Major IRA Gift Tom is a retired CPA. With good investments, his IRA had grown to become over 80% of his total estate. Tom was looking for a way to rebalance his estate. He wanted to make a major gift to his local church, but needed to protect his home and personal savings. More on Major IRA Gift >>.
A Bequest to Save Taxes Thomas Merrick was a widower who had a great love for his church. As an individual who had directly benefited from the ministry, Thomas wanted to thank the church with a gift from his estate. More on A Bequest to Save Taxes >>.
Bequests Joe and Anna have been faithful supporters of their local church. They believe it is important to support and encourage the mission and ministry. More on Bequests >>.
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.
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 susanp@canvumf.org.
If you are a professional advisor, you may take the following steps on this site.
Trusts are an excellent way to provide for the support and care of children while protecting them. Two important reasons to create a trust are to care for minor children or for a special needs child. 
Steps to Wise Giving