Planned Giving

What is a Planned Gift?

A planned gift is a gift from your assets or estate that might include a bequest, life insurance, real estate or other personal properties. There are many planned giving options, including outright gifts of cash or assets, a charitable gift annuity, charitable remainder trust, and charitable lead trust.

Why should I consider a planned gift?

Your legacy gift ensures the vitality of Plymouth Congregational United Church of Christ into the future. While a planned gift brings a sense of fulfillment to our own journey of faith, it may also provide financial benefits to the donor, including tax savings, reduced capital gains and estate taxes, and release from financial management.

Who typically makes planned gifts?

Making a planned gift to the church is not just for those who have wealth or special financial expertise, but for anyone with a generous spirit who wants the church to continue to be a beacon of faith and hope in years and decades to come.

If you are considering a planned gift, we recommend speaking with a financial advisor to determine the most advantageous way to make a planned gift to the church.

Where can I get more information?

To speak with one of our staff members about making a planned gift to Plymouth Congregational United Church of Christ, please complete the form below.