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 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 LanguageYou 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 YouNaming 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 FormWhen 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 InfoFor 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 DetailsName 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 DetailsPlanning 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 Cedar Hills UCC in a charitable estate plan.
Bill Funk
Chair, Endowment Trust Committee
503-577-1621
billfpdx@gmail.com