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Welcome! We are pleased that you have an interest in learning about the many benefits of making a planned gift. If you have any questions about the best way for you to benefit through making a planned gift, please call a member of our Stewardship Committee. We will be very pleased to help you.

Planned Giving lays a foundation for the future of all concerned, givers and receivers alike. Indeed, much of our current success and security is built on the foundation of previous generations’ generosity. When you contribute to First Parish Church through planned giving, you strengthen the foundation for future generations to build upon.

 

First Parish Church
Gift and Endowment
Policies
church outline
Christian stewardship is an awareness that everything we have is a gift from God. More
Wills &
Bequests
pen in hand
A charitable bequest is one of the easiest ways you can leave a lasting impact on our organization. More
Gifts that
Produce
Income
How does a Gift Annuity work? More

First Parish Church
Gift and Endowment
Policies
church outline
What are the First Parish Church policies for Gifts and Endowments?
For a printable PDF version of the policies, click here.

Growing Generosity

Growing Generosity

As people of faith, we are called to be good stewards of the assets with which we have been entrusted. This calls for faithful financial and estate planning for ourselves and families to assure that future needs are met.

reimagine Additional resource information is available at the United Church of Christ Philanthropy and Stewardship web page. Learn more

Wills &
Bequests
pen in hand

Why have a will?
A will gives instructions to your survivors on how to distribute your estate after your death.

Who should have a will?
Every person needs a Will regardless of his/her life season.

Learn more

Charitable Bequests

Bequest and Wills

A charitable bequest is one of the easiest ways you can leave a lasting impact on our organization.

Updating and Changing Your Will, Trust, and/or Other Testimentary Documents

Your Will, Trust, and/or other Testimentary Documents should reflect the current circumstances of your life. The following are some life changes which may require these documents to be reviewed, and possibly updated:
  • a change in family status such as marriage, divorce, birth of a child or grandchild, or emancipation of a child;
  • a change in the nature or value of your estate;
  • a change in laws that affect estate planning; or
  • a change in your place of residence from one state to another.
Your attorney can advise you on making or updating your Will, Trust, or other Testimentary Documents.

Bequest Language Learn more


IRA Charitable Rollover
pen in hand

What is a charitable IRA rollover?
The charitable IRA rollover, or Qualified Charitable Distribution (QCD), is a special provision allowing certain donors to exclude from taxable income -- and count toward their required distribution -- certain transfers of Individual Retirement Account (IRA) assets that are made directly to public charities, including the First Parish Church.

Are there limits on how much I can donate using a charitable IRA rollover?
You may make one or more qualified charitable rollover transfers of up to $100,000 per person, per calendar year.

How do I make a donation using a charitable IRA rollover?
Simply contact your financial services provider to complete the Charitable donation form/information. Have your provider indicate that the transfer is a gift from you.

IRA Rollover

IRA Turnover

You can make a gift and/or honor your Estimate of Giving to First Parish Church with one or more qualified charitable rollover transfers.


Gifts that
Produce
Income
How does a Gift Annuity work?
Gift Annuity rates are based on age: the older you are, the higher your rate. Multiplying your rate times the amount of your gift will show the annual income amount you would receive over your lifetime.

Gift Annuities

FPC Annuity

A Gift Annuity is an irrevocable agreement in which a donor transfers cash or appreciated securities to an Annuity Fund in return for a lifetime annual income of a fixed amount. Thereafter, the remaining principal benefits the organization designated by the donor, e.g. First Parish Church.

Annuities are complex investments and there are many annuity options and strategies. You'll want to explore all your alternatives before making a final decision. We have provided the United Church Funds of the United Church of Christ as one example of a Gift Annuity.