What is Planned Giving?

Planned Giving is a way to support First Congregational United Church of Christ, Boulder 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 First Congregational United Church of Christ, Boulder strengthens our endowment and sustains God’s mission through the ministry of the Church – a lasting 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 lifetime and gifts that help 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?

Because giving is an act of faith and an expression of gratitude.

Because we are inspired by the covenants of First Congregational UCC, Boulder to leave a legacy that will ensure its future.

Because we love the people of this church and want to contribute to making a lasting difference in their lives.

Because we have a compelling, progressive Christian voice that we want to sustain and extend.

Because the world needs the light of strong, faithful congregations like ours, communities of faith that embrace openness and inquiry and practice compassion, acceptance, and love.

Because we want this church to endure so others who are not here yet will have a faith home.

Because First Congregational UCC, Boulder shines, for more than 150 years, as a beacon in the city of Boulder and surrounding communities, and we want it to continue.

A message from Rev. Chris Braudaway-Bauman, Senior Minister

Our Legacy

In 1864, fourteen Colorado pioneers had a bold vision: a church that would serve as a beacon of hope and tower of faith to a growing community. Those pioneers built First Congregational UCC, Boulder’s, first church, and for more than 150 years it has served as a vibrant center of worship, fellowship and service.

As benefactors of a large vision and generous commitment, we believe it is our turn to gather the resources to ensure that the witness of this faithfulness endures, now and for generations to come.

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 First Congregational United Church of Christ, Boulder.

  • Supports the congregations’ ministries of service and compassion and provides grants to non-profit organizations that are in keeping with the church’s covenants.

  • Maintains our magnificent buildings as a center of community life in Boulder as well as for the worship of God and the activities of our congregation.

  • Founded in honor of Rev. Bruce MacKenzie, Senior Minister, 1970-1997, and his wife Jeanette, to support prominent guest speakers in theology for a weekend of lectures and seminars.

  • Supports the congregation’s vibrant ministries of congregational and choral singing and instrumental music.

  • Founded in honor of Rev. Martie McMane, Senior Minister, 2000-2016 to support our Arts Ministry, which provides opportunities at the intersection of creativity and spirituality, including hosting art exhibits for the community.

  • Supports an annual organ concert in honor of Jane Sawyer, Director of Music, 1997-2012, and provides funds to maintain our sanctuary and chapel organs.

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
Bequests 

Through a provision in your written and executed Will or living trust, you can make a planned gift (or an outright gift) to First Congregational UCC, Boulder 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 First Congregational UCC, Boulder 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 First Congregational UCC, Boulder as the beneficiary or one of the beneficiaries of a qualified retirement plan such as an IRA, 401(k), or 403(b) plan 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 Valueables 

Like outright gifts of stock, the fair market value of gifts of appreciated assets such as real estate, artwork, and other well-curated collections can be deducted from your income today, help avoid capital gains, and reduce estate taxes in the future. There are even ways to donate your home, live there as long as you would like, and receive a current tax deduction for donating your home.

Contact Us for Details

Gifts of Life Insurance
 

Name First Congregational UCC, Boulder 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 First Congregational UCC, Boulder as the owner and beneficiary.

Contact Us for Details

Testimonials

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 First Congregational UCC, Boulder in a charitable estate plan.

Download Advisor Guide

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