Clergy Tax Seminar

The Foundation's Clergy Tax Seminar is designed to help clergy better understand how to address their unique issues when filing Federal Income Tax returns. Content is updated annually to reflect important changes to the tax code and considerations for clergy specific items such as the housing allowance. Seminars are led by Rev. Ed Bailey, Executive Director of the Foundation, and may qualify for Conference continuing education funds. 


What attendees are saying:


“Special thanks to the United Methodist Foundation for the Tax Seminar! While I have a tax professional prepare my taxes because of the complexity of clergy tax law, this was very helpful in helping me prepare for the new year. It was very informative on several levels and will help me think about what I need to make sure I am documenting, taking advantage of investments, especially retirement funding, and minimizing my tax responsibilities. The seminar is very valuable and worth the investment of time and money to be a part of it.” 
“We always enjoy attending the Clergy Tax Seminar provided by the United Methodist Foundation. It's a great refresher course and helps us keep up-to-date on the ever-changing tax laws and situations that are unique to clergy families. Their legwork has saved us countless hours trying to figure out ‘what goes where’!”  
“Because of the advice gathered at the seminars, I’ve always been able to accurately and successfully file my own returns and avoid paying commercial tax preparers – who often don’t understand clergy tax laws themselves."


Clergy Housing Seminar

The Clergy Housing Seminar covers the unique issues related to clergy housing decisions, including a much neglected task for parsonage-dwelling clergy - planning for a place to live in retirement! Housing decisions typically involve adequate financial planning to have sufficient resources available when, and if, the time comes to purchase a home. Additionally, Retirees should understand the benefits that the Clergy Housing Allowance Exclusion (CHAE) will continue to offer them in retirement.


This seminar brings together expert speakers in the fields of real estate and financing, along with a discussion of tax and income considerations to equip clergy to make the best possible housing decisions for themselves and their families, both now and in the future. Past speakers have included Mike Henry, Senior Vice President of Mortgage Lending with Dollar Bank, and Juliette Thomas, realtor and relocation specialist for Howard Hanna.


What attendees are saying:


“The material was extremely helpful. Obviously as a clergy family we have not been involved in the real estate world and having knowledgeable folks walk us through some of this was invaluable.”


How to Make the Ask 

This seminar equips participants with practical skills to help their church or organization enhance giving and communicate effectively with donors. Past topics covered have included:


·         The importance of vision in a giving campaign

·         How to make use of UMC Communication resources

·         Understanding patterns of charitable giving

·         How to create experiences for givers

·         Why gifts “beyond the offering-plate” matter

·         Reporting requirements of the Qualified Charitable Distribution that                      benefits donors


Topics are updated annually to reflect current issues in charitable giving. Past speakers have included Brian Sheetz, Executive Director of the East Ohio United Methodist Foundation; Rev. Greg Cox, Western PA Annual Conference Director of Connectional Ministries; Tom Milinovich, President of Milinovich and Co., Inc.; and UM Foundation of Western PA staff members Rev. Ed Bailey, Executive Director, and Megan McGee, Associate Director.


Registration links for all seminars will also be posted to the Events Calendar as they become available.