Planned Giving

A planned gift is one you make during your lifetime, but which benefits the charitable beneficiary after your death.  You may designate as recipient of your gift our congregation, health or human services institutions, schools, or the national ministry of the UCC.

The most common planned gift is a bequest by will.  Other planned gifts may provide benefits during your lifetime such as:

• a charitable contribution deduction on your income tax
• tax savings on long term capital gains
• attractive income for life with no management responsibilities
• income for a surviving loved one after your death
• financial support for future ministry in our congregation, other charities or the many settings of the UCC.

Examples of planned gifts include

Gift annuity which is a contract whereby you transfer assets such as cash or securities to the charity in return for lifetime annual payments of a fixed amount.

Pooled income fund which pools your contribution with others into a large fund, the net income of which is distributed to you based on the number of units you hold.

Charitable remainder trust by which you transfer cash, securities, or other property into an irrevocable trust and receive lifetime income.

Life insurance, if no longer needed for family protection, offers the opportunity to make a substantial charitable contribution.

For more information about making a planned gift, contact the church office at 973-543-7229, or the UCC Financial Development Office in Cleveland at 800-846-6822.