Planned Gifts

2021

Planned Gifts

According to the Book of Discipline of The United Methodist Church, the Foundation’s primary purpose is to promote planned giving for the sustainment of the church and its ministries. The Foundation continues to achieve that purpose through the generosity of its donors. This year, the following planned gifts were established through the Foundation:

Louis A. Day Leadership Endowment for the United Methodist Foundation of LA Dr. Louis A. Day

Chuck & Kay Morgan Memorial Endowment Fund for St. Paul’s UMC, Monroe Dr. Charles and Margo Morgan

Charitable Gift Annuity for the benefit of First UMC, Monroe Gene and Marsha Baker

Dr. Louis A. Day Dr. Charles and Margo Morgan Gene and Marsha Baker

Planned giving is a way for donors to help others while including the church or other ministries as part of their estate plan. Also called “legacy gifts,” they are realized at the donor’s

Planned Gifts How do they work?

passing, and can provide many tax benefits, as well as contribute to the security of the church or ministry. The planned gifts received at the Foundation in 2021 included endowments and charitable gift annuities.

In 2021, the Foundation distributed $685,388 to local churches and Methodist ministries through Endowments

In 2021, the Foundation distributed $137,001 to donors through CGAs