Planned Giving

Planned Giving Update – Join the Legacy Circle today! 

Fall 2019: I am pleased to announce that 25+ families have as of this writing made their commitment to join our Legacy Circle by agreeing to remember First UMC or our affiliated Methodist Foundation of Santa Monica in their estate plans! Some of these families have already made plans to remember the Church, some are modifying their plans to include the Church, and others don’t have a plan yet but have committed to remembering the Church when they do. You don’t have to provide any details or dollars of your exact plans to join the Legacy Circle – just your commitment, no matter the amount, is what’s important.

We’d love to have you be a part of this founding charter group so we can include your name on that special day when we remember those who have gone on to our Father as well as renew the promise we make to move forward with the work of the Church in their names. In addition, we will recognize the Legacy Circle members at the Annual Charge Conference on the following Sunday, November 10. Of course, if you wish to remain anonymous, we’ll certainly respect that wish!

The members of the committee are as follows:
Reverend Patricia Farris
Russ Whittenburg
John Stutsman
Todd Erlandson
David Guyette
Leigh Shipp

Please feel free to contact them (through the church office) and ask them any questions you might have about the details of how this works, including referrals to estate planning attorneys or to various web resources for doing a will yourself. The church office also has this list of attorneys that the Committee members have compiled should you seek assistance.

Please download the Detailed Information Sheet below on how to remember the Church in your plans, including the difference between leaving money to the church itself or to our affiliated foundation.

Yours in Christ,
Russ Whittenburg
Chair, Planned Giving

Planned Giving Information Sheet