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Welcome! We are pleased that you have interest in learning about the many benefits of gift plans. If you have any questions about the best way for you to benefit through a planned gift, please call (626) 568-7347. A member of our Planned Giving Team will be very pleased to help you.
 

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Wednesday February 21, 2018

News

Thank you for your interest in California-Pacific United Methodist Foundation. Our hope is to serve you and your family with helpful information. More
Gifts of Cash
Personal Planner
Many people use their annual gift exclusion as part of an overall estate planning strategy. Sara: "We had a pretty good year...
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Tax Filing Season Opens Door to New Scam
Washington News
As the tax filing season moves into high gear, tax scammers continue to develop new strategies. In IR-2018-27, the Service...
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Income Tax Filing Requirements for Retirees
Savvy Living
What are the IRS income tax filing requirements for seniors this year? I didn't file a tax return the past two years because...
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