Legacy Giving Workshop

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How can I tell the next generation about my walk with the Lord?

What steps can I take now to assist those who will wind up my estate?

How can I give to Chapelwood in a tax-advantaged manner?

 

Give the loving gift of preparedness to those you love; and share with them the true legacy of your faith journey. If you have not considered inheritance and charitable planning, it’s not too late.  Leah Taylor, Senior Area Representative, Texas Methodist Foundation, will present “Putting Your House in Order,” a seminar for adults, young and old. Included in the $10 fee per person to attend the seminar is a 45-page workbook to guide you in making important decisions. Leah will discuss how our faith story should influence our estate planning; and walk participants through the requirements for a valid will and other estate planning tools. The workbook provides helpful information about needed paperwork, including samples of an appointment of guardian and a living will.  The CUMC Investment Team will follow Leah with a brief presentation on tax-advantaged methods for giving.  Lunch and childcare will be provided.

 

The presentation will be on February 27th at 11:30 AM in the Fellowship Hall. To ensure enough workbooks and food are prepared, please register in the Narthex on Sunday mornings or online at: https://chapelwoodumc.churchcenter.com/registrations/events/1153447