Faith Foundation acts as a satellite Planned Giving office for all of the United Methodist related congregations in Oregon, Idaho, Washington, and Alaska. We offer the following workshops at no cost.

Will Writing

This 90-minute workshop helps people think through what they own and how to distribute it upon their death. It demystifies probate, living trusts, and estate tax. Each participant receives a free “Planning Your Legacy” booklet. It’s often offered on a weekday afternoon or evening.

Ways to Give

This 60-minute workshop covers a variety of tax-wise gift vehicles (bequests, gifts of life insurance, life estate reserved, charitable gift annuities, charitable trusts, bargain sales, stock gifts, and IRA rollover gifts). It’s often offered with a meal after church on Sundays.

Planned giving roadmap

This 60-minute workshop is specifically designed for church leaders and endowment committees. It provides a roadmap to help your church establish a healthy planned giving program. It’s often offered during a scheduled meeting of the relevant group or committee.

Contact staff@faith.foundation to get on our schedule. We’re a small team covering a large area, so please keep at least three possible dates in mind and reach out several months in advance. If we can’t make it there in person, we’ll teach via videoconference.

Here are some promotional materials to help you get the word out about an upcoming workshop at your church. We recommend making announcements at least 3 Sundays in advance.