
Individual Donor Resources
Our Offerings
We can help you or your family embrace Christ-centered living and giving. From developing your philanthropic vision to creating a strategic gift plan, we will assist you in creating the greatest impact for the ministries and issues you love and care about.

Will & Estate Planning
Gain the tools and information needed to leave a lasting legacy for your loved ones and your church.

Putting Your House in Order
Bring peace of mind with this step-by-step smart life planning program that helps to de-mystify organizing your estate. At any age, it is never too early or late to begin.

Gift Planning Consultations
Together, we will enable you to take advantage of life income gifts and other charitable vehicles. Contact us for more information.

Financial & Stewardship Education
We can share user-friendly online resources that inspire and encourage you to embrace a spiritual way of living and giving. Contact us for details.
By the Numbers
Committed in justice and ministry grants
Grants awarded to organizations and churches in New England and New York
Invested accounts enrolled in the fixed % payout
Our Shared Success
How We Helped Bryantville UMC
“I am currently at work (full-time job) and have tears of joy running down my face. Thank You from the bottom of my heart for the Gordon T. Hersey Fund grant. Bryantville UMC is a tiny church so being able to have the opportunity to do something this dynamic (offering community suppers and workshops to address local mental health issues) is just the blessing our community needs.”
– Pastor Sarah Wilson


Let’s Work Together
We are dedicated to serving all United Methodists across New England and New York. Start a conversation to learn more about our offerings or begin working with us today.