Learn More About Planned Giving

Thank you for your interest in planned giving/legacy giving options with the United Methodist Higher Education Foundation. Your responses to the following questions will help us connect you to the right person and information.

Name *

First

Last

Email *

Phone

Is this your first time to explore planned giving with a nonprofit? *

• Yes
• No

Please tell us a little about your experience with planned giving.

Which of the following statements best describes your interest? *

• I would like to see the impact of my gift(s) during my lifetime.
• I would like to leave a gift after my lifetime.
• Both.
• I am not sure.

What type of planned giving interests you? Check all that apply. *

• Leaving a gift to UMHEF in my will or trust
• Charitable trust
• Donor-advised endowment fund
• Stocks or appreciated securities
• I’m not sure.
• Other

Other type(s) of planned giving:

What other information would you like us to know?

What questions do you have about planned giving?

• I would like to opt-in to receive the UMHEF monthly newsletter.

Submit

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