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.
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 >>.
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 >>.
Fixed Income for Retirement After working for decades as a pediatrician in a small rural town, Patricia Brown was ready to retire. Patricia owned some stock but was concerned about leaving it in the market where it could go up or down. She needed a secure source of retirement income for the future. More on Fixed Income for Retirement >>.
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