1. Pre-Retirement Seminar
Board of Pensions
Pre-Retirement Seminar

2. 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

3. 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

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

5. 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)

6. 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

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