Serving the Needs of Individuals

We can help you with your personal financial and estate planning as well. Below are some of the ways we serve individuals in Michigan with their personal financial needs.

Also, be sure to check out the publications we offer to help you with your personal financial and estate planning.

Financial and Estate Planning

Let us be the first place you go for information and resources before retaining professional legal and financial planning counsel. We can assist you in framing the issues you will present to your counsel, and potentially save you both time and money.

Professional Trust Management

We provide high quality, low cost administration for testamentary and charitable remainder trusts. In addition, we offer administration of living trusts and estates at very reasonable expense. We provide a trusted source for support and other management services.

Charitable Estate Planning

We offer free, no-obligation consultation in providing for the church and other charities through the planned-giving strategies that best fit your personal needs.

Life-Income Gifts

We can help you coordinate a unique giving plan that enables you to receive income for the rest of your life. These plans -- gift annuities, charitable remainder unitrusts, and annuity trusts -- provide outstanding retirement planning for anyone with charitable interests.

©2010 All rights reserved. The United Methodist Foundation of Michigan. This website does not attempt to make specific legal or tax advice. For advice on how to handle your individual situation, the services of a competent legal, tax, or financial planning professional should be obtained.

SPOTLIGHT

By David S. Bell

I find tremendous examples of stewardship and fundraising in all kinds of places. Recently, I encountered great stewards (and fundraisers, too) on a somewhat remote beach on a rainy Saturday morning. Here’s the story. read more

By David S. Bell

Annual financial campaigns are conducted in many churches during the final quarter of a calendar year. Historically, annual financial campaigns were linked to the Fall harvest. However, this historic reason has been forgotten in the past several decades. read more

Fund management, investments, and stewardship services to help individuals, churches, and other United Methodist ministries.

"Laying a good foundation for the future." I Timothy 6:19