What is Planned Giving ?

Planned Giving is a way to support UCC church in the future through arrangements you make today utilizing a planned gift.

A planned gift to your church is an expression of you and your family's values and commitment to Christian Stewardship. It is a way of saying that after your family and loved ones, these are the causes that matter most, and providing for them is important to you. A gift from your estate to UCC church strengthens our endowment and sustains God’s mission through the ministry of the Church – a lasting legacy and powerful response to God’s generosity.

Planned gifts are planned for during the donor’s lifetime but not realized by the beneficiary until the donor’s death. There are many other ways to plan a gift. There are gifts that pay you income during your lifetime and gifts that help reduce or avoid income and estate taxes. How you make your gift is important, but more important is the impact your planned gift will have on the causes that matter to you most.

This site is designed to make it easy for you to get the information you need when considering a planned gift. You will also find information to share with your financial advisor and/or estate planner. When you are ready, you can use this site to reach out to us to share your plans, let us know what you are considering, or just to start a confidential, no obligation conversation about what’s possible.

Why Give?

A planned gift is an expression of you and your family's values. It's a way of saying that after your family and loved ones, these are the causes that matter most and providing for them is important to you. A planned gift is important to UCC church, too. These gifts help strengthen our endowment and sustain our mission.

A message from UCC church Senior Pastor, Rev. Dr. Peter Luckey

Reasons to Build Your UCC church Legacy

The church/ministry will provide two to three paragraphs that explain how a planned gift will help to ensure the church’s financial strength and viability in the years to come.

What Matters Most

Your well-considered planned gift can make an impact on a specific area of need. Consider directing your planned gift to these core missions and ministries or directing your planned gift as an unrestricted gift to UCC church.

  • The Building Fund is used to maintain the physical structure of UCC church, make improvements and pay down our mortgage. Donors like you have made gifts to this fund to ensure we have a place in the community to call home, and enable us to use our operating budget to support our missions and ministries.

  • A Gift to the Pastor’s Fund will help to support our pastors with supplemental retirement income, enabling us to attract and retain the most talented clergy for our congregation.

  • Our children are the future of UCC church and our community. Making Youth Ministry a beneficiary of your gift to support education and other youth programs is an expression of your commitment to future generations of the UCC.

  • Music is an essential part of our spiritual experience. Directing your gift to our music fund will help attract and retain talented musical directors and enable us to continue to put on inspirational musical programs.

  • Each congregation to provide a sentence or two about their chosen missions or ministries. It should be about 30 to 50 words. Copy to come...

  • The UCC church endowment is professionally managed and invested in socially responsible funds. It allows us to put the gifts from our members - past and present – to work in perpetuity. The income generated by the endowment allows UCC church to make a positive impact on its community and the world.

How to Give

As a donor, you have total discretion over your planned gift. You have options for how your planned gift will be used, what to give and how to give. There are planned gifts you can provide for in a Will or trust and planned gifts that provide income to you and/or a beneficiary for their lifetime.

Gifts from your Will
Bequests 

Through a provision in your written and executed will or living trust, you can make a planned gift (or an outright gift as well) to UCC church in the form of cash, securities, real estate or personal property. There are many types of bequests. Consult with your attorney to choose the one that best fits your needs and intentions.

Download Bequest Language

Gifts that Pay You
Charitable Gift Annuities 

You can turn underperforming or non-income producing assets (cash, stock, CDs, savings bonds, etc.) into a gift to UCC church that provides income to you or you and a loved one. (One example of several available options is a Gift Annuity.) Your UCF Charitable Gift Annuity will return fixed, quarterly payments for life and provide tax benefits, too.

See How It Would Work for You

Beneficiary Gifts
Retirement Accounts and other Funds 

Naming UCC church as the beneficiary or one of the beneficiaries of a qualified retirement plan asset such as an IRA, 401(k), or 403(b) will accomplish a charitable goal while realizing a significant tax savings.

Download Beneficiary Form

Gifts of Appreciated Assets
Buy Low. Give High. 

When you donate appreciated stocks, bonds, or mutual fund shares instead of cash, the benefit the church receives exceeds the cost of the original securities purchased. You'll get a charitable deduction for the full amount of your gift and avoid the impact of the capital gains taxes on the appreciated securities.

Download Stock Transfer Info

Gifts of Personal Property
Real Estate and Other Valueables 

Like outright gifts of stock, the fair market value of gifts of appreciated assets such as real estate, artwork, and other well curated collections can be deducted from your income today, help avoid capital gains, and reduce estate taxes in the future. There are even ways to donate your home, live there as long as you'd like, and receive a current tax deduction for donating your home.

Contact Us for Details

Gifts of Life Insurance
 

Name UCC church church as the beneficiary of an existing life insurance policy; donate an existing, paid-up life insurance policy you no longer need; or purchase a new life insurance policy and name UCC church as the owner and beneficiary.

Contact Us for Details

Let's Talk

Planning your estate and legacy for future generations including your charitable interests takes careful evaluation.

Discussing your charitable intentions with us can lead to a much better result than going it alone – and will ensure that your gift is used just as you wish. Act now to be a good steward of the resources you intend to leave behind. Contact us using the contact info below, or submit this form to get more information.






For Professional Advisors

If you are working with a professional advisor or if you are advising a donor, here's a handy guide for including UCC church in a charitable estate plan.

Download Advisor Guide

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