You are at: Planned Giving > For Advisors

Advisors

We provide professional advisors with options and information for their clients interested in giving to their local church or other Methodist institutions. In addition to these valuable resources, The Methodist Foundation for Arkansas:

• Serves as Trustee of permanent endowment funds benefiting any United Methodist church, institution, or other ministries.
• Provides brochures on planned giving options.
• Serves as Trustee of life-income gift arrangements and revocable trusts.
• Issues gift annuities.
• Serves as executor of estates.
• Provides advice on giving methods and alternatives.
• Helps provide clients with clear and understandable gift illustrations.

Each year, The Methodist Foundation for Arkansas sponsors an event for attorneys throughout the conference to update them on current legal issues that could impact their clients or local churches. Participating attorneys receive CLE credits. Contact our Director of Development, Rev. Lynn Kilbourne at lkilbourne@methodistfoundationar.org to learn more.

We offer GiftLaw, a weekly e-newsletter for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers, and other professional friends.

Sign-up for our GiftLaw e-newsletter

Wednesday September 28, 2022

GiftLaw Pro Charitable Tax Reference GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website... More	Deduction Calculator Deduction Calculator The GiftLaw Calculator is a planned gifts calculator for professionals that follows the IRS format. Click here to access and run charitable deduction calculations for your favorite gift plan... View Presentation >	Washington News COVID Tax Penalty Relief Deadline With the number of taxpayers who were unable to meet with their tax preparer and file returns during 2019 and 2020, the Internal Revenue Service has decided to allow relief from tax penalties for... More
Case of the Week Barbara Banker's Youth Center Barbara Banker started with nothing. She lived in a midsized town and worked in the local hardware store. The store owner noticed her industrious efforts and strong work ethic. When he decided to... More	Private Letter Ruling Extension Granted to Make Portability Election Decedent passed away and was survived by Spouse. Decedent's estate (Estate) was not required to file Form 706 U.S. Estate Tax Return under Sec. 6018(a). Estate represents that there was an unused... More	Article of the Month Golden Age for Gift Annuities - Part IV The American Council on Gift Annuities reports that the most popular age for an initial gift annuity is mid-70's. Because the Quiet Generation was born during the Great Depression and World War... More