News

CA-NV UM Foundation Announces New Educational Program for Congregations

The California-Nevada Annual Conference United Methodist Foundation is offering a new program for local churches, to encourage estate planning and planned giving. The seminar is called "Provide and Protect."    "The Provide part shows you how to make good decisions to help your family. With a good plan you can avoid an accidental disinheritance and leave your family the gift of peace," said Susan Peters, Executive Director. "The Protect part explains...

Meet the Foundation's Portfolio Managers at ACS

Representatives from The Golub Group, one of the CA-NV United Methodist Foundation's two portfolio managers, will be available at the Foundation's table in the main hall at ACS on Thursday, June 17 between 9:30 a.m. and 1:30 p.m. Susan Peters, CA-NV United Methodist Foundation Executive Director, encourages conference attendees to stop by and meet them.   "If your church currently invests funds with the Foundation, or you are considering doing so, come hear about our investment...

Leaving a Legacy of Love and Care

Stop by the CA-NV United Methodist Foundation table at Annual Conference Session to receive your free copy of Planning Your Legacy – A Christian Guide to Wills and Trusts. Part of becoming a "good and faithful servant" is to create a good plan for your family. This important stewardship of the property that God has entrusted to you can both protect and provide for your family. This guide to planning your will and trust is designed to encourage you to think about how you want...

Free Resource: 'Legacy Sunday'

When we reflect personally, most of us want to leave some kind of legacy behind, out of the witness of our living: our faith in God, some values or beliefs, or a life lesson learned. But will our grandchildren and other children who come after us "get" the message we're trying to send by the way that we live? Is there an additional way we can communicate more clearly? Yes, there is - through an Ethical Will. We can make a planned gift of money or assets to our families, church, and...

CA-NV United Methodist Foundation Appoints New Executive Director for 2010

The California-Nevada United Methodist Foundation Board of Directors is pleased to announce the appointment of Susan Peters, CFRE, as the Executive Director of the Foundation effective January 1, 2010. She has served as Gift Planning Director of the Foundation since April 2008. Prior to her appointment as Gift Planning Director, she served as a consultant to the Foundation, serving the churches with their capital campaigns. A Certified Fund Raising Executive (CFRE) and a graduate of the...

Central Conference Pension Initiative Nearing Fundraising Goal

$2 Million Needed to Close the Gap Nashville: The Central Conference Pension Initiative (CCPI) is 90 percent of the way to its fundraising goal, but still $2 million short of the minimum amount needed to establish pension funds in every central conference.    The initiative was created to provide long-term financial support for clergy and their spouses who serve the church outside the U.S., only to be left with little or no financial support for food and basic necessities once...

Subscribe to Free GiftLegacy eNewsletter

The California-Nevada United Methodist Foundation has launched a new weekly eNewsletter that contains the latest news from Washington, a "Savvy Senior" column, gift stories, finance news, and timely articles. The Foundation provides this eNewsletter and planned giving website as a free service.   The eNewsletter currently goes out to all church email addresses.   If you are not receiving a copy and would like to be added to the list, contact Susan Peters, Gift Planning Director...

Learn About Capital Campaigns Team at ACS

Find out about your new capital campaigns team, available to help your local church! Listen for the Plenary Report from the California-Nevada U.M. Foundation on Friday afternoon at ACS, and watch for an article in next week's Instant Connection to learn more....

GBCS Says, 'You Can Make a Difference For Justice!'

Jim Winkler, General Secretary of the General Board of Church & Society (GBCS), is urging United Methodists to "make a difference for justice" through The United Methodist Church's Social Justice Ministries Endowment Fund. Giving to the fund, Winkler says, will "ensure that The United Methodist Church will continue its visionary advocacy ministry into future centuries."In a letter this week, Winkler writes, "United Methodists have a glorious heritage of being front and center in the great...

Charitable IRA Rollover Extended

As part of the $700 billion economic bailout bill (H.R. 1424), signed by the President on Friday, October 3, 2008, Congress included a two-year extension of the IRA Rollover provision. This provision, made retroactive to January 1, 2008, will apply to gifts made from that date through December 31, 2009. Specifically, this legislation allows anyone older than 70 ½ years of age to make a charitable gift, up to $100,000, from their traditional (individual retirement account – IRA) or...

UM Foundation announces appointment

The California-Nevada United Methodist Foundation has a new Gift Planning Director. Susan Peters has been appointed to the position after serving for the past year as the Foundation’s lead Capital Campaign Consultant. As a fully Certified Fund Raising Executive, Peters is qualified to work with churches and members throughout the Conference in all aspects of planned giving, fund development, and endowment implementation, continuity, and growth, according to Foundation Executive Director...

New leadership in place for United Methodist Foundation

California-Nevada Conference Bishop Beverly J. Shamana has announced that new leadership is in place for the United Methodist Foundation, following the resignation of the Rev. Mark Parsons as Executive Director in August.   The Foundation Board has elected Celeste Maia Cron to serve as part time Acting Executive Director, effective immediately, the bishop reports.   “Celeste is no stranger to the Board, as she has served as a member and Vice Chairperson since January of 2003. Her...

Cal-Nevada Conference Foundation exec to move on

Bishop Beverly J. Shamana has announced the resignation of the Rev. Mark Parsons as Executive Director of the California-Nevada Conference Foundation. Citing Parsons’ “strength of vision and leadership,” the Bishop expressed gratitude for his five years of dedicated service as a member of the Conference Ministry Staff. She credited him with working to lead the Foundation Board of Directors to develop and refine the Foundation’s strategic goals. “In the areas of investment management, planned...

New partner to help with your capital campaign

The CA-NV United Methodist Foundation announces that Susan Peters, CFRE, is its new lead partner to help your local church with its capital campaign, and that the Foundation’s capital campaign consultants are moving “full steam ahead.”   Over the past six years the Foundation has offered top-quality, prayer-based capital campaign leadership to congregations in our Annual Conference, thanks to the dynamic team of John Dodson and Susan Peters. Now Susan has taken the helm, assisted by...

Additional reports for Annual Conference Session

The following additional reports are available on line to view:   Statistician Report   UM Foundation Report...