Tag Archives: foundation

Capital Gains Tax Bypassed

Peter and Gail were nearing retirement. Over the years, with the help of their financial advisor, they made solid investments in securities and built a sizable portfolio. While their investments increased substantially in value, their potential capital gains tax bill was rising. Now with retirement on the horizon, they were looking for a way to sell their highly appreciated stock, generate income for their future and avoid paying high capital gains tax. Continue reading

Five Reasons to Create An Endowment

The United Methodist Foundation for the Memphis & Tennessee Conferences Endowment program continues to grow, becauseĀ our churches and individuals recognize the benefits of creating their own endowment funds. Continue reading