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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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Monday October 15, 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
IRA and 401(k) Designated Beneficiary Options
Personal Planner
IRA and 401(k) Designated Beneficiary Options
Each year, IRA and 401(k)s are subject to required minimum distributions (RMDs). Because the distributions start at...
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Social Security Benefits Increase by 2.8% in 2019
Washington News
Social Security Benefits Increase by 2.8% in 2019
The Social Security Administration recently announced the cost-of-living increase for Social Security benefits in 2019. The...
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How to Recognize and Prevent Financial Scams
Savvy Living
How to Recognize and Prevent Financial Scams
Can you provide some tips on how to protect seniors from financial scams? My 76-year-old aunt was recently swindled...
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