Planned Giving Fund

Purpose of the Planned Gifts Fund

First United Church encourages its people to continue to support the life and work of our church in their wills or other planned gifts.

It is now our turn to help ensure our congregation is in a strong position to carry on for future generations.

The disposition of our personal resources and assets accumulated over the years is also a faith statement, and can make a great difference in helping our church meet the challenges of its mission both now and in the future.

How the Funds will be used

The Planned Gifts Fund will be used to enhance the ministry of First United Church specifically by:

· Reaching Up- to support education which enables individuals to learn, grow, and mature in Christian faith and service; to develop aspects of worship, including music and drama

· Reaching Out - to support programs and services to our immediate community and the world; to support projects of The United Church of Canada at home and overseas, including the Mission and Service Fund.

· Reaching In - to support programs created in response to the needs of children, young families or seniors; and to fund improvements to our church facility.

Types of Planned Gifts

Wills and Bequests
Gift Annuities
Gift of Life Insurance
Charitable Remainder Trusts
Gifts of Residual Interest
Cash Gifts and Interest-Free Loans
Gifts of Listed Securities
Gifts of Stripped Bonds

Information brochures are available on each of these choices, through the church office. Consult your Financial Advisor for more details on which gift works best for you.

Planned Gifts Committee

Planned Gifts Committee’s Purpose is to manage and promote the Planned Gifts Fund. Committee members are appointed at a congregational meeting, and report to the congregation.

The Planned Gifts Committee will:

Promote “planned giving”

Oversee the general disbursement of funds according to the “Planned Gift Policy” and procedures

· Recommend gift acceptance, allocation of the amount of funds to specific ministries

· Assure that the fund is invested wisely and fiscally responsible

· Keep accurate records of donations and disbursements

· Celebrate, dedicate and acknowledge gifts

Committee Members Don Boyce, Julia Foy, Merv Lutes, Doreen Hoath, Fae Manchuk, Rev. Joan McMurtry (Minister)

The Committee members do not offer “financial advise” , but encourages its members to get that professional advice through local professionals and/or the United Church Regional Planner.