FAQs on Offering a Wills Clinic


In this FAQ, Nancy Young, the Georgia United Methodist Foundation’s Director of Planned Giving & Scholarships, shares why a church or Sunday school class should consider offering a Wills Clinic.

GUMF: Why should a church or Sunday school class offer a Wills Clinic?

Nancy Young: Over 65% of Americans do not have a will. A Wills Clinic will enable your members to develop an estate plan that will protect their loved ones as well as provide for the causes they care about.

GUMF: What topics will GUMF cover?

Nancy Young: Your members will learn the importance of creating or updating a will and powers of attorney as well as completing beneficiary designations and a Georgia Advance Directive for Healthcare. They will also learn ways they can give or leave a legacy gift to their church.

GUMF: What resources does GUMF provide?

Nancy Young: Attendees will receive a Wills Planner, Sample Healthcare Directives, an Estate Planning Organizer, a list of ways to give to their church, and examples of other important documents.

GUMF: Does GUMF offer planned giving strategies for church members?

Nancy Young: GUMF provides suggestions without charge to help your members discern the best strategies to benefit their family, church or favorite ministry.

GUMF: Will financial or legal advice be provided?

Nancy Young: Although our materials have been reviewed by a planned giving attorney, GUMF does not provide financial or legal advice. We recommend an attorney attend the Wills Clinic to answer any legal questions.

GUMF: How do I find out more information?

Nancy Young: GUMF has developed the resources your church or Sunday school class needs to plan and promote a Wills Clinic. To learn more, contact me (Nancy Young) at 678-708-6601 or nyoung@gumf.org, or visit: www.gumf.org/training/wills-clinic.

This article was originally published in the Georgia United Methodist Foundation's Fall 2017 edition of Faith & Money.