Life changes quickly—marriages, births, deaths, and other transitions can all affect who you want to benefit from your legacy. Yet many people never revisit the beneficiary designations on their retirement accounts, life insurance policies, or charitable gift arrangements after the initial setup.
At the Florida United Methodist Foundation, we often remind ministry partners that beneficiary designations override what is written in a will. If your paperwork is outdated, your assets may not go where you intend. A quick review can ensure that your family, church, or favorite ministry receives the blessing you want them to.
Take a few minutes this month to check your designations. If you’d like guidance or have questions about legacy and estate planning options—including charitable gift annuities, donor advised funds, or trust management—our team is here to help.
Your intentional stewardship today makes a lasting difference tomorrow.