Welcome to The New Mexico Conference Methodist Foundation Planned Giving
Thank you for your interest in the United Methodist Church and its ministries. 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. We are privileged to partner with you in the Lord's work to build your church's permanent endowment funds. Thank you for taking the time to explore the benefits of gift planning.
Personal Planner
Trusts To Protect Children Trusts are an excellent way to provide for the support and care of children while protecting them. Two important reasons to create a trust are to care for minor children or for a special needs child. More ...
Wills Guide Presentation
Learn how you can avoid an accidental disinheritance. View our Wills Guide Videos. Click here to learn more.
Blessings for Your Family and the United Methodist Church
There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.
Major IRA Gift Tom is a retired CPA. With good investments, his IRA had grown to become over 80% of his total estate. Tom was looking for a way to rebalance his estate. He wanted to make a major gift to charity, but needed to protect his home and personal savings. More on Major IRA Gift >>.
A Bequest to Save Taxes Thomas Merrick was a widower who had a great love for our organization. As an individual who had directly benefited from our work, Thomas wanted to thank us with a gift from his estate. More on A Bequest to Save Taxes >>.
Bequests Joe and Anna have been faithful supporters of The New Mexico Conference Methodist Foundation. They believe it is important to support and encourage their mission. More on Bequests >>.
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.
Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience.
Professional Advisors
We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact jennifer@nmcmfi.org.
If you are a professional advisor, you may take the following steps on this site.
Trusts are an excellent way to provide for the support and care of children while protecting them. Two important reasons to create a trust are to care for minor children or for a special needs child. 
