Generosity Matters | Fall 2024 Newsletter and 2023 Annual Report

Tips for Giving in 2025

Now is the perfect time to think about and plan for 2025 charitable giving. There are a variety of options to tithe from a work bonus, get an early start on giving for the year, set up recurring gifts through a Donor Advised Fund, bless others, and benefit from attractive tax deductions. Charitable gifts provide the opportunity for you to make a difference in the lives of others, show generosity, and support needs within your church and community…Continue Reading

2023 Foundation Annual Report

The Foundation has continued to grow the number of our relationships with churches and donors and, as a result, has grown funds that support hundreds of ministries. In 2023, our Foundation was entrusted with $121,035,941.35 million ($132,127,428.53 million as of 9/30/2024) and disbursed millions back into ministry, missions, buildings, education, and so much more…Continue Reading

  • Assets Held by the Foundation: The Foundation meets the needs of churches, donors, and organizations by investing and managing funds that support both current and future ministry.
  • Contributions and Earnings: Funds managed by the Foundation that are growing and earning investment income to further the future ministry of the church.
  • Funds Disbursed: Funds that have been disbursed back into ministries and churches for continued ministry and outreach.

Giving as a Family through a Donor Advised Fund

Start a tradition of generosity this year with a donor advised fund (DAF). This is a great way to manage all your charitable giving in one place, practice generosity, and teach younger generations the importance of philanthropy by involving them in distribution recommendations every year. A donor advised fund has several appealing benefits as an avenue of generosity, including the flexibility to change which Methodist churches and organizations will benefit from the fund, minimal start-up time and costs, donations that are generally deductible at fair market value, and the ability to avoid capital gains taxes (gifts of real estate and appreciated securities)…Continue Reading

Ministry and Mission Continues through Foundation Board

The Foundation is a unique financial ministry of planned giving, investment management, donor development, financial education, and more, serving historically Wesleyan churches, individuals, and organizations. Our work is enhanced by a wonderful Board of Directors, made up of lay and clergy members, and their vast knowledge and experience in areas of investing, banking, insurance, marketing, church leadership, and more…Continue Reading

Upcoming Game Changing Leadership Webinars

“Thank you and the Foundation for offering such an informative webinar. I really enjoyed and learned from Chris’ and Broderick’s comments and information. It has challenged me to grow in my faith and give generously in all aspects of my life.” Ann Pearson at Fairhope UMC

Game Changing Leadership events focus on a variety of financial topics and needs within the church, including, but not limited to, fostering a generous culture, developing financial leadership skills, developing and implementing planned giving/legacy giving, and improving personal and church financial health. Each event covers relevant topics and includes practical tips and tools that church leaders can easily put into place right away to start seeing an impact…Continue Reading

Digital Newsletter

View and download the Fall 2024 Generosity Matters Newsletter & 2023 Annual Report.