Our congregation honors, celebrates, and commemorates life’s transitions with both meaning-making programs and with rites of passage, including end-of-life transitions. Many of our members and friends choose to include the church in their estate planning with a Legacy Gift, which includes many options:
- Bequests are simple directions in your will or trust for a gift to the congregation. It can be a specific amount, or a percentage of what remains after providing for your heirs.
- Life Insurance policies allow you to name Kent UU as a beneficiary.
- Life-Estate Agreements allow you to transfer the title of a residence to Kent UU while retaining the use of the property for life.
- Gift Annuities are assets (such as stock) where you or other beneficiaries receive fixed annual payments, based on the age of the beneficiaries at the time of the gift. The donor both receives a tax deduction at the time of the gift, and avoids capital gains tax on the sale of the asset.
- Retirement Plan Assets name Kent UU as a beneficiary of an IRA, 401(k), 403(b), profit sharing, or other retirement plan. The donor may receive a tax deduction at the time of the gift, and avoid estate taxes later.
If you have made provisions for KentUU in your estate, please consider filling out a Legacy Gift Letter of Intent and sharing it with the church office to be kept in our secure files.
The Legacy Giving Team is available to discuss planned giving options that might meet your situation. [email protected]