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Planned Giving

Life Insurance and Planned Giving

  • by Howard Marchbanks, Howard Marchbanks
As part of a planned giving tool, life insurance can allow people to provide financial support for the charities or institutions they are passionate about.

Planned Giving: A Guide to Gift Planning

  • by UCG Administrator
Our Planned Giving brochure covers many of the commonly used planned giving methods including Last Will and Testament, Will Substitutes, Qualified Charitable Distributions, Life Insurance as a Planned Gift and Trusts.

Using a Charitable Lead or Remainder Trust in Your Estate Planning

  • by Howard Marchbanks
Many people want to incorporate charitable giving into their estate plan. For them, a charitable trust may be an effective way to achieve their goals including: to give money to charity, to provide a limited economic benefit to themselves or their heirs, and to potentially receive savings in income, estate or gift taxes.

Gifts of Stock and Mutual Funds

  • by Howard Marchbanks
In mid-February, stock index reached a record high. Those with stock, bond and mutual fund accounts may be seeing values never seen.

Planned Giving: Life Insurance as a Planned Gift

  • by UCG Administrator
Life insurance is a simple and cost-effective way to give to the United Church of God or another cause you support. Such gifts may also be designated to fund an “endowment” or other special use.

Planned Giving: Will Substitutes

  • by UCG Administrator
You can bypass the probate process using a variety of legal methods (called “will substitutes”) when making a gift to the United Church of God or another cause you support.

Planned Giving: How to Give

  • by UCG Administrator
Planned Gifts take a number of forms. There are outright gifts of assets such as appreciated securities or real estate.

Planned Giving: Living Trusts

  • by UCG Administrator
A trust is a legal entity that holds property for the benefit of another person, group, or organization. Trusts are organized in different ways, depending on their purpose.

What is Planned Giving?

  • by Howard Marchbanks
Planned Giving, a part of an overall financial and estate plan, is the process that allows someone to make a charitable gift during one’s life or after one’s death. It is useful to think of planned giving as a process as opposed to a set of products.

Teaching Our Families How Money Works: Planned Giving

  • by Howard Marchbanks
One of the keys to generational financial success is sharing financial principles and information within the family. How can we help our children when it comes to money and understanding financial principles?

Fundamentals of an Estate Plan

  • by Howard Marchbanks
Mark Twain had a silly saying, “Never put off until tomorrow what you can do the day after tomorrow.” The author was observing how people procrastinate doing things that need to be done today for another time. Are there important things you’re procrastinating on?