Pre-Retirement Seminar Board of Pensions Pre-Retirement Seminar

History Organized in 1891 Laymen’s Relief Association (1891 – 1911) Incorporated in 1911 Conference Claimants’ Endowment Board of the California Annual Conference of the Methodist Church 501(c)(3) domestic non profit corporation Offices – Over the Decades San Francisco, CA Berkeley, CA – Telegraph Ave Oakland, CA – 27th Street Stockton, CA (currently) 1341 Robinhood Drive, Suite A, Stockton CA, 95207 Cory

Mission We support the retired clergy and spouses of the California/Nevada Annual Conference of the United Methodist Church via – healthcare, pension funding, programs and services. Cory

How We Fund our Mission Stock/Bond Portfolio Real Estate Holdings Multi tenant, income producing Fund Development/Legacy Giving Donations/Memorials/Planned Gifts Marsha

Retiree Income Additional EB Program Promissory Notes Program Demand Note – 3.00% Min $500, Max $2,500 Term Note (3yrs) – 4.25% Min $7,500, Max $20,000 (new loan) Min $7,500, Max $10,000 (additional loan)

Mission We support the retired clergy and spouses of the California/Nevada Annual Conference of the United Methodist Church via – healthcare, pension funding, programs and services. Cory

Gratitude in Action Paying it Forward Examples: Donor Comment Gifts that keep on Giving Rev. Mary McCollum Jan. 1995 - today Marsha