“Remember this: Whoever sows sparingly will also reap sparingly, and whoever sows generously will also reap generously.” (2 Corinthians 9:6)

Sowing Seeds Today for Future Harvest

Planned giving is a wonderful way to create a legacy of generosity that will benefit the church and its ministries for years to come. You can arrange to donate an asset now or sometime in the future. The planned gift can have immediate financial benefits for the donor and eternal benefit for God’s kingdom work.

The Foundation is available to assist you in evaluating your gift options, establishing your planned gift, and administering funds for churches and agencies of the Florida Annual Conference.

The following are the most popular types of planned gifts.

Will/Estates

Bequests are a way that you can leave a lasting legacy, but continue to use the property you will donate during your life. Foundation staff are available to meet, on a confidential basis, and at no cost or obligation, with you to discuss end-of-life planning. The Foundation is legally authorized to serve as administrator of bequests set up to benefit churches or agencies of the Florida United Methodist Conference. Click here for more information on bequests.

Gift Annuities

Charitable Gift Annuities are among the most popular planned gifts. Under the terms of a gift annuity agreement, the donor makes a gift to the church or related organization. During the year the gift is made, the donor receives a charitable income tax deduction. For the term of the agreement, the donor receives regular annuity payments, based on the donor’s age and the dollar amount of the gift. Click here for more information on gift annuities.

Charitable Trusts

Charitable trusts provide donors a wide array of options. Similar to a gift annuity, a charitable remainder trust provides an income benefit to the donor or others, as well as a way to make a gift to a church or church-related institution. A charitable lead trust provides income for the donor’s church for a period of time while retaining the asset for the donor’s family. The Foundation is legally authorized to serve as trustee for trusts that benefit United Methodist Churches or agencies.

Donor Advised Funds

Donor advised funds enable donors and their families to practice philanthropy on a regular basis. The donor sets up a fund, managed by the Foundation. Each year, the donor advises the Foundation where, when and how the funds should be distributed. Depending on the wishes of the donor, payouts may be made from interest only or from principal. The fund is like a family trust that allows parents to teach their children about charitable giving. It can continue for several generations, or be terminated on the death of the original donor.

Planned Giving Tools

Meet Our Professionals
Gift Planning Tools
Planned Giving Calculator
Donor Stories – Ministry Stories
Getting Started Page
Planned Giving FAQS