UM Foundation News

End of Year Gifts & Tax Planning

published 11/18/2016
W‌ith the end of the year approaching, a charitable gift can help you support your favorite United Methodist ministry and receive welcomed tax benefits. In 2016, Jim and Sharon sold a portion of ...

Reduce your taxes with an IRA gift

published 11/4/2016
A charitable IRA rollover (quali‌fied charitable distribution) makes sense this year! If you are like many people, with the new tax law, you could be paying higher taxes in 2016. By transferring ...

“Music is my life, my peace, my freedom, and my heartbeat”

published 10/14/2016
Music is a gift that can affect any life and unite all kinds of people. Music is the heartbeat that pushes on in a ministry here in Oklahoma. El Sistema Oklahoma is an impressive program established...

Three Simple Ways to Give

published 9/16/2016
Recently I had a conversation with an individual who wanted to leave a legacy gift to his church. However, he had recently completed his trust and did not want to make any changes to it. He asked me...

Better stories of campus ministry

published 9/2/2016
Janina Graves is now the associate director at the Wesley Foundation at Oklahoma State University. When she was a college student at OSU, she encountered the inevitability of countless questions as ...

God’s hands and feet manifested through love

published 8/12/2016
The work of a foundation includes managing financial assets for churches and ministries within the conference. Here at the Oklahoma United Methodist Foundation, we like to go a step (or two) beyond...

Bishop Robert and Dee Hayes Receive Jim Egan Legacy Award

published 7/1/2016
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Champions of clergy education

published 6/10/2016
For establishing two seminary fellowships, the Lemon Family and the Oklahoma United Methodist Foundation were honored by Saint Paul School of Theology at an April 28 banquet, held at OKC-Church of ...

Hope Planned Out – Part 2

published 6/10/2016
Pearl Opel Thorpe lived in a small house near Utica Square in Tulsa. She was a collector of art, dolls, and hats. Preferring to be called Opel, she was a warm and eclectic woman who always dressed ...

The Honoring Power of Endowments

published 5/20/2016
Carol wanted to establish an endowment fund to honor her mother who had recently passed away. Her mother had a passion for missions so it was fitting that the endowment would support the work of ...

Better Stories - Tornado Recovery

published 5/6/2016
May 20, 2013, was a devastating day. Tornadoes ripped through central Oklahoma and crippled thousands of people across our state. The First United Methodist Church in Moore found itself at ground ...

Legacy planning using endowments

published 4/8/2016
Pearl Opel Thorpe had a vision of providing transitional housing and other support services to homeless women and their children in the Tulsa area. When she died, her estate created an endowment ...

Better Stories - ARISE

published 3/18/2016
  Many of our local churches are constantly seeking how to attract younger families and how to raise more money. ARISE will get your leaders and members thinking, talking, and praying about the ...

Legacy Planning Using Life Insurance

published 2/26/2016
"If only I knew, I would have done this sooner." It’s a statement we often hear. Everyone knows you can name a spouse or child as a beneficiary of a life insurance policy. You may not know that you...

Better Stories — Jackie (United Methodist Foundation)

published 2/5/2016
Unable to afford standard dental treatment, Jackie was embarassed by her own smile. Fortunately, Neighborhood Services Organization’s (NSO) Dental Clinic offers low-cost, high-quality dental services...

Legacy Planning using the IRA Charitable Rollover

published 1/15/2016
Congress has extended the IRA Charitable Rollover and made it permanent! If you are 70 ½ you can benefit from a gift from your IRA (up to $100,000 per year). These gifts are not reportable as ...

Legacy Planning Using Donor Advised Funds

published 11/20/2015
John and Jeri first visited beautiful Asheville, N.C., 10 years ago. They were traveling the eastern U.S. and stopped for the night. They ended up staying for three nights and have been back every ...

Grants reach high notes

published 10/30/2015
Ms. Margaret E. Petree of El Reno left an $11 million farm estate to the Oklahoma United Methodist Foundation in the mid-1990s. The vast majority of the income from this endowment is dedicated to ...

Legacy Planning Using an IRA–CRUT

published 10/9/2015
  During your lifetime, an Individual Retirement Account (IRA) is an excellent asset. It grows tax free, the minimum withdrawals under the regulations are fairly modest, and it provides both ...

Legacy Planning Using the Flexible Deferred Gift Annuity

published 9/18/2015
Lewis is a 54-year-old executive at a large healthcare organization. He purchased company stock when the stock price was low, and now the stock has grown substantially. Lewis and his wife, Ann, ...

Legacy Planning Using a Farm or Ranch – Part 4

published 8/28/2015
John, who is 65, and Susannah, 60, own a farm in western Oklahoma. John farms and teaches business in a nearby college. They have two children and four grandchildren, who all live in North ...

Legacy Planning Using a Farm or Ranch – Part 3

published 8/7/2015
John and Susannah, ages 75 and 70, are like many Oklahoma farm and ranch owners. They have lived in their home for many years. The time has come, they have decided, to sell the farm, but they ...

Legacy Planning Using a Farm or Ranch – Part 2

published 7/13/2015
In our article published on June 5, 2015, we noted there are significant financial, tax, and estate planning advantages for families who make legacy gifts using farmland or ranchland. A great ...

“What do you guys do?” - United Methodist Foundation

published 6/26/2015
By DAVID BATTLES This question comes up at every Annual Conference. Am I surprised by the question? No. I was baptized a Methodist as an infant; I grew up in a parsonage home; I attended church camp ...

Legacy Planning Using a Farm or Ranch – Part 1

published 6/5/2015
  Do you own a farm or ranch and are thinking about retirement and the next season of your life? Do you find it difficult to continue running an ongoing farm or ranch operation? Are you interested ...

Create your Legacy with an Endowment Gift

published 5/8/2015
We all desire significance! We want to lead happy and fulfilled lives surrounded by family and friends. For many of us, there is a compelling need to make a difference – to leave a lasting impact on...

Creating your family legacy with a donor advised fund

published 4/17/2015
How would you like to make a gift today that would enable you and your loved ones to continue to make charitable gifts in the future?   Establishing a Donor Advised Fund (DAF) with The Oklahoma ...

The Foundation and the OKC Thunder partner for a life-saving cause

published 3/27/2015
The Oklahoma United Methodist Foundation is once again partnering with the Oklahoma City Thunder basketball team to bring the OKC Thunder Nothing But Nets Night on Friday, April 10. As the OKC ...

Remember your church through a charitable gift annuity

published 1/23/2015
Katherine’s church is a very important part of her life. Her parents were members of the church. She was baptized in the church. She grew up in the church. She was married in the church. Her ...

Remember your church -- Oklahoma United Methodist Foundation

published 1/2/2015
One of our most important acts of stewardship is the final distribution of our life’s accumulation. How we distribute our estate speaks volumes about our values and our concerns for our loved ones. ...

There was a vote: it was unanimous - Oklahoma United Methodist Foundation

published 10/31/2014
The Oklahoma Conference has an incredible opportunity to make a difference in the lives of people for generations to come. Our church needs to cultivate pastors now to fortify the future of the ...

Legacy Planning Using Real Estate – Part 4

published 10/10/2014
Real estate is an excellent asset to give to your favorite United Methodist cause or causes. The best method of making a gift of real estate depends on your individual situation and goals, both ...

Legacy Planning Using Real Estate – Part 3

published 9/19/2014
Mary, age 82, and her husband, Charles, bought their home more than 40 years ago. Charles passed away five years ago, and under the terms of a buyout agreement, Mary will receive $500,000 of capital...

Legacy Planning Using Real Estate – Part 2

published 8/29/2014
John and Susan have property with expansive views on Mt. Crested Butte. Over the years the lot has increased in value. It is now worth $400,000. John is 72, Susan is 70, and they are beginning to ...

Legacy Planning Using Real Estate - Part 1

published 8/8/2014
John and Susan bought a vacant lot with expansive views on Mt. Crested Butte. They had planned to build a second home so that their family could enjoy both the winters and summers there. However, as ...

Foundation celebrates highlights at Annual Conference

published 6/27/2014
At the 2014 Annual Conference, the Foundation shared significant accomplishments, including a challenge to delegates, pastors, and churches. Triple your gift for education During recent months, the ...

Egan Award recognizes Nelsons' dedication

published 6/6/2014
Sixty years ago at Annual Conference, a young Marvin Nelson received his first appointment, to pastor the rural communities of Berlin and Deer Creek in western Oklahoma. As a student at Oklahoma ...

Oklahoma United Methodist Foundation insights -- Grants awarded to 2 rural churches

published 4/25/2014
Two churches have received the first matching grants from the Van Sickle Small Rural Church Fund. With a vision to revitalize small rural churches, the Fund was established in 2012. The Oklahoma ...

Oklahoma United Methodist Foundation insights -- Donate. Save. Win!

published 3/7/2014
As the OKC Thunder take on the New Orleans Pelicans on April 11, Oklahoma United Methodists will take on the deadly disease malaria. While game tickets sold out quickly for the Thunder Nothing But ...

Oklahoma United Methodist Foundation insights -- First steps lead to lasting impressions

published 3/7/2014
Many people are intimidated by the prospect of creating a will, but preparing a will is as simple as writing a letter. A well-written will is nothing more and nothing less than a statement of what ...

Challenge gift undergirds major scholarship fund

published 2/21/2014
We have something very special going on at Alva First Church. Our folks and Endowment Committee joined together to make a major investment in the future of The United Methodist Church. Our Endowment ...

The Foundation and the OKC Thunder partner for a life-saving cause

published 1/24/2014
The Oklahoma United Methodist Foundation once again is partnering with the Oklahoma City Thunder basketball team to bring the OKC Thunder Nothing But Nets Night on April 11. As the OKC Thunder take...

Who will be the church’s next leaders?

published 1/10/2014
Oklahoma United Methodist Foundation insights Each year in the Oklahoma Conference, January marks Foundation Month. This January, the Oklahoma United Methodist Foundation is raising awareness for ...

Oklahoma United Methodist Foundation insights - Why do I need a plan?

published 12/13/2013
Failure to plan may result in accidental disinheritance. Accidental disinheritance occurs when a person dies without having made a will or when a will does not function properly. Are you among the...

Memorial gifts: Creating a legacy - Oklahoma United Methodist Foundation insights

published 11/22/2013
Make a current gift through an IRA rollover If you are over age 70½, the federal government permits you to roll over up to $100,000 from your IRA to a charity without increasing your taxable ...

The benefits of year-end giving - Oklahoma United Methodist Foundation insights

published 11/1/2013
To request free, customized year-end giving brochures for your church, contact Travis at the Foundation, 800-259-6863. The year is quickly coming to an end, and 2014 will be here before ...

Taking time to plan creates a lasting legacy

published 9/20/2013
Sample bequest language for your attorney Below are two sets of suggested wording to include your church in your will. Please discuss and share these options with your attorney. Specific amount...

Foundation welcomes 4 new trustees

published 5/17/2013
With retiring Board of Trustees member G.T. Blankenship are Board Chairman Robert Long, left, and Foundation President Bill Junk, right. Visit the Foundation’s display at the Oklahoma City...

Oklahoma United Methodist Foundation insights First steps lead to lasting impressions

published 2/15/2013
IRA Charitable Rollover has been extended On Jan. 1, 2013, both the Senate and House passed the American Taxpayer Relief Act of 2012 (ATRA). The bill resolved the "fiscal cliff" and includes a...

Foundation, OKC Thunder partner

published 1/25/2013
  Is it time to update your will? The start of a new year marks a good time to review your will or estate plans, to ensure everything is current and up-to-date. Many significant things can ...