Gift Options
BEQUESTS
Leave your legacy by making a gift in your will to friends, family and charitable organizations. A bequest is one of the simplest ways to remember those you care about most.
CHARITABLE GIFT ANNUITY
In return for your gift, a charitable gift annuity provides significant tax deductions while paying you, your spouse, or a designated loved one a guaranteed fixed income for life.
CHARITABLE REMAINDER TRUST
What are your plans for the future? While there is no single way to achieve all of your personal and financial goals, there is one strategy that can meet many of your needs. It's called a charitable remainder trust. In the right circumstances, this plan can increase your income, reduce your taxes, unlock appreciated investments, rid you of investment worries and ultimately provide very important support.
CHARITABLE LEAD TRUST
If your goal is to provide an inheritance for your children, but you would also like to make a significant charitable gift through your estate, find out how a charitable lead trust can help you satisfy both objectives. It's a charitable lead trust that can provide a significant charitable gift through your estate and provide an inheritance to your children.
RETAINED LIFE ESTATE
One of your valued possessions, your home, can become a valued gift to United Cerebral Palsy even while you are still living in it, and even if you want your spouse or other survivor to live there for life. This arrangement is called a retained life estate.
WEALTH REPLACEMENT TRUST
Perhaps you would like to make a sizable contribution to us now to help meet our current needs, but you don't want to reduce the estate you will pass to your family. The solution? Make UCP of Greater Birmingham the beneficiary of a life insurance policy or the owner of a paid-up insurance policy.
For information on any of the gift options above please contact Jennifer Ellison at (205) 944-3906 or jellison@ucpbham.com.