Planned Giving normally has a future value/benefit to the church, such as through an endowment fund. Planned gifts generally come from one’s accumulated resources and assets and often require the assistance of an additional person; e.g., a lawyer or tax advisor.
Following are resources that can help your church develop a Planned Giving Ministry:
"Building a Workable and Effective Investment Policy," United Church Funds, Fiduciary Focus, 3rd Quarter, 2020
"Gift Acceptance Policy," United Church Funds, Fiduciary Focus, 1st Quarter 2021
Donating Appreciated Stock Donating stock (appreciated securities) is another way people can be generous to the church that is also an effective tax-planning move.
A gift of stock makes sense when:
- You have held the security for at least 12 months
- The stock increased in value (meaning the sale would trigger capital gains taxes)
- Your taxable income is over $40,000 (single) or $80,000 (married filing jointly)
- You itemize your deductions
United Church Funds – Strengthening Ministries with Sound Investing
Established in 1909, United Church Funds is the leading provider of investment management and planned giving services to the United Church of Christ (UCC) churches and ministries, and serves faith-based organizations beyond the UCC.
UCF offers socially responsible investment funds designed to help faith-based organizations grow and preserve their financial legacies. Our family of funds enables churches and ministries to customize their investment portfolio according to their risk tolerance, time horizon and return objectives.
Serving as a trusted investment partner for churches and faith-based organizations for over 100 years, UCF has an in-depth understanding of your unique financial needs and goals – as well as the guiding principles and missions that inspire you.
The United Church of Christ Local Church Planned Giving Manual
This manual will help in your congregation's efforts to interpret and promote the benefits of planned giving. From wills seminars to church endowments and more, you and your church can explore theological, rational, and hands-on worksheets enhancing your ministry through the stewardship of planned giving. Available through UCC Resources ($10.00 per copy)
Webinar: Planned Giving to Support Mission and Ministry
This webinar, by Andrew Warner from the UCC Office of Philanthropy, Information, and Technology (OPTIC) is available through Practical Resources for Churches here.
For the slides from Andrew's presentation click here.
Planned Giving to Support Ministry and Mission Video Series: A series of 8 videos equips local pastors and leaders with reflections, information, and practical ways to get started on promoting planned giving in congregations. Rev. Andrew Warner’s playlist of videos can be found here.
Video workshop led by Charlie Kuchenbrod presented online for Super Saturday October 31, 2020.
Part of the four-part series, A More Excellent Way. Includes accompanying slides, a skit for asking for planned giving and tips for gift solicitors.