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.
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.
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.
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 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
You can turn underperforming or non-income producing assets (cash, stock, CDs, savings bonds, etc.) into a gift to UCC 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
Naming UCC 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
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
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
Name UCC 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 as the owner and beneficiary.Contact Us for Details
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.
If you are working with a professional advisor or if you are advising a donor, here's a handy guide for including UCC in a charitable estate plan.
Rev. Sally Rhodes