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Catalina UM Foundation


      The Foundation has disbursed funds for Church Program and Property needs, the use of which is decided by Church leadership. Separately and recently funds have been pledged for Church office refurbishing, the new program of mailings for Church growth, and refurbishing the "upper room". Foundation support for the Church is having a significant and increasing impact on the Church's overall mission. The program of distributions started in 98-99. Also, distributions have been made for Missions, Music, Scholarships (both Ministerial & Non-ministerial), Day School, Senior Adult Ministries, Memorial Gardens, and Library Fund.

     Distributions from the Foundation are made possible only by gifts and bequests (largely the latter) to the Foundation. The good folks who preceded us here have made these funds available to us now. Have you considered including the Church through the Foundation in your estate plan? No remembrance is too small. Bequests to the Foundation in the name of the Church become endowments and are never spent. Only the earnings. Your bequest continues in perpetuity growing through our investment policy and providing an increasing stream of income for the Church. Do you want to be a part of the future of this Church? Do you have an endowment you wish to support? Do you have an idea for a new endowment that you would like to support? The Foundation Trustees would be pleased to discuss any aspect of the Foundation program with you. We can be reached through the Church Office @ (520) 327-4296.

     If you wish a bequest to exist in perpetuity and provide income for the needs of the Church then please specify that the bequest be directed to Catalina United Methodist Foundation.
     Most people specify the Church as the beneficiary of their estate plan. For this reason there is a long standing agreement between the Church and the Foundation that all gifts or bequests made to the Church of $1,000 or more go to the Foundation for Endowment (perpetual income). Gifts or bequests to the Church for less than $1,000 (most of these are memorials) go to the Church for current use. This agreement has been in effect for many years and is still applicable. However, at times there have been differing interpretations of this policy.
     The best way to direct bequests is to specify in the will or trust that the proceeds go to the Catalina United Methodist Foundation. That way there can be no question about the intent of the donor.
     If you have questions contact the Church office at (520) 327-4296.