What is Planned Giving?

Planned Giving is a way to support Douglas Congregational United Church of Christ 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 Douglas Congregational United Church of Christ strengthens our endowment and sustains God’s mission through the ministry of the Church – 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 other 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 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 Douglas Congregational United Church of Christ, too. These gifts help strengthen our endowment and sustain our mission.

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 Douglas Congregational United Church of Christ.

  • Used for capital improvements to the Douglas UCC properties, and unexpected emergencies. Donors ensure the Douglas UCC congregation has a place in the community to call home.

  • Music enriches our worship and our spiritual lives. Used for attracting and retaining talented musical directors and enabling Douglas UCC to continue to sponsor musical programs. It allows Douglas UCC to continue to promote the use and enjoyment of music in our church services.

  • Used for attracting, supporting and maintaining qualified pastors and other personnel for Douglas UCC’s growing congregation. This fund will also support Douglas UCC activities such as Stephen’s Ministry.

  • Used for keeping current with technological changes for Church services, and communicating with Douglas UCC congregation and the greater community. Having the most recent technological advances is not the goal. But technology is the tool by which our church community remains strong and connected: a proven lifeline via a remote internet connection when congregants are out of town.

  • Used for enabling Douglas UCC members to live our shared mission to help others. Outreach is love in action: necessary to maintain our vision of a just world. This fund will help the congregation advocate for and support those in need via ministries like Christian Neighbors, congregational care, and financial support in emergency situations such as housing, utilities and groceries.

  • Used to ensure that Douglas UCC will continue to live out its mission well into the future. Earnings on investments but not principal can be used by Douglas UCC.

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

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 Douglas 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 Douglas 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 Douglas 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 Personal Property
Real Estate and Other Valuables 

Personal property, such as antiques, collectibles, musical instruments, works of art or vehicles, can be donated to us today or even after your lifetime through your estate. If the property is related to our mission, it's usually fully tax deductible based on its fair market value. In some cases, your gift of personal property can be used to fund a life income gift, such as a charitable gift annuity or charitable remainder trust.

Contact Us for Details

Gifts of Life Insurance

Name Douglas 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 Douglas UCC 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 Douglas UCC in a charitable estate plan.

Download Advisor Guide

Contact Us

  • No Contacts Set up yet!