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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 December 19, 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
How to Fund Your Living Trust
Personal Planner
A revocable living trust is one of the principal estate planning methods. While everyone should have a will, there are many...
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Required IRA Distributions by December 31
Washington News
In IR-2018-248, the Service reminded retirees born before July 1, 1948 that most IRA owners will take an IRA required minimum...
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Have You Checked Your Social Security Statement for Errors?
Savvy Living
I have heard that Social Security sometimes makes mistakes on our earnings records, which can reduce our monthly retirement...
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