The following links go to PDF documents which offer guidance for financial planning as well as information about some of the beneficiaries of Foundation grants.

401k Retirement Plans

IRA & 401k Designations

IRA Charitable Rollover

IRA Regular & Roth

Living Trusts vs. Wills

Passing Unequal Shares in Your Will

Separate and Joint Property

Social Security

Ten Reasons to Update your Trust or Will

Wills- Good and Bad

Wills- Perils of Probate

Planned Giving Guidelines

California-Nevada United Methodist Foundation
National Association of Estate Planners & Councils and their Foundation Financial/Estate Planning web site
Savy Living: Family Planning