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Welcome to our Gift Planning Resources Pages
Thank you for your interest in The Cornerstone Initiative at First United Methodist Church. Our hope is to serve you and your family with helpful information. We have an increasing number of friends who now are benefiting from life income gifts, gift annuities and other plans. Thank you for taking the time to explore the benefits of gift planning.
| Personal Planner | Trusts For Creative Spenders
 Trusts can be quite useful for protecting children. However, for some children the trust serves an additional function: It protects the principal from being rapidly spent by a child. More ... |
Benefits for Family and First United Methodist Church
There are several types of plans with wonderful benefits for donors. Many families have enjoyed increased income and generous tax savings through planned giving. You might start by reading these stories. Just click on the picture and you can view each story. Out of respect for donor privacy these are ficticious stories. However, these stories represent real gifts that can and have been made.
 | Peace of Mind Gift Annuity
Many years ago, Clara Lehman bought a home. Since she was so pleased with the home, she decided to buy stock in the company that builds and sells homes like it. Over the years, the stock has increased in value many times, but the value has been volatile. More on Peace of Mind Gift Annuity >>. |
 | Sale and Unitrust
Gene and Carol White purchased stock in a small medical service company several years ago. The company has done well. A larger company is now discussing the possibility of buying the smaller company. Gene and Carol are looking for a way to save taxes. More on Sale and Unitrust >>. |
 | The Retirement Unitrust
Mary Friendly grew up on a farm. When her parents passed away, she inherited the farm. When Mary was growing up, the farm was out in the country. The city now has grown until the farm is now within the city limits. Several developers would like to build homes on the farmland. More on The Retirement Unitrust >>. |
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.
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Bob Crew
Coordinator, The Cornerstone Initiative |
Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience. |
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