What is Planned Giving ?

Cedar Hills UCC

A planned gift to your Endowment Trust 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, this is the cause that matters most, and providing for it is important to you. A gift from your estate to your Endowment Trust strengthens the endowment and helps to sustain God’s mission through the ministry of the Church into the future – a 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 ways to plan a gift. There are gifts that pay you income during your life or help to 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 for securing the Cedar Hills UCC ministries for future generations. 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 conversation about what’s possible.

A message from Cedar Hills UCC Senior Pastor Rev. Mary Sue Evers

Reasons to Build Your Cedar Hills UCC Legacy

Why give to the Cedar Hills UCC Endowment? Think about the programs you love and support. Do you sometimes wonder if they’ll still be here 50 years from now, or what the financial health of the church will be to support these programs? Many churches encounter a tough time or two – the Cedar Hills UCC went through such a period in the early 2000’s. Your gift to the Cedar Hills UCC Endowment will help ensure the viability of our church ministry in such times - as well as provide financial resources for new opportunities – now and well into the future. Do not miss our Senior Pastor, Rev. Mary Sue Evers’ video – it’s compelling.

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 Cedar Hills 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

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 Cedar Hills 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

Beneficiary Gifts
Retirement Accounts and other Funds 

Naming Cedar Hills 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

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 IRA Required Minimum Distributions
 

For those 70 ½ or older and have a Traditional IRA, you need to withdraw a minimum amount from the IRA annually – which is known as the Required Minimum Distribution (RMD). This withdraw is taxed as normal income - except, you can remove it from your taxable income by choosing to make a gift to the CHUCC Endowment Trust of up to $100,000 per year directly from your IRA - a great benefit for you and for the Cedar Hills UCC Endowment Trust

Contact Us for Details

Gifts of Life Insurance
 

Name Cedar Hills 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 Cedar Hills UCC as the owner and beneficiary.

Contact Us for Details

Testimonials

Jim Woodruff gives a compelling 1 minute 37 second testimony on why the Woodruffs give to our Cedar Hills UCC and its Endowment.

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 Cedar Hills UCC in a charitable estate plan.

Download Advisor Guide

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