By including IUCC in your planned giving, your gift will contribute to the long‐term financial sustainability of IUCC for generations to come.

Anyone who establishes a legacy gift to IUCC and has completed a Confidential Bequest Intention form is automatically made a member of the IUCC Legacy Circle. It is our means of recognizing your lasting commitment to IUCC. If you wish to be an anonymous member, you may do so. If you have already made a legacy commitment to IUCC in your estate plan, we would love to hear from you so we are able to thank you for your generosity, make you a member of the Legacy Circle, and use the information to assist in our long‐term financial planning.

The Legacy Circle currently supports the following types of legacy gifts:

• Bequests to IUCC in your will or revocable trust.

• Designating IUCC as a beneficiary of your IRA, 401(k), annuity, or other retirement account.

• Designating IUCC as a beneficiary of your life insurance policy.

• Other gifts such as cash, marketable securities, and marketable real estate.

A bequest is a provision in your will or revocable trust designating that a fixed dollar amount, a percentage of your assets, or a remainder of your estate, be given to IUCC upon settlement of your estate. Most bequests are fully revocable while you are alive. Please consult an attorney with respect to the specific language requirements for your will or trust.

You can designate IUCC as a beneficiary of your IRA, 401(k), 403(b) plan, or annuity, either for a specific amount or a percentage of total assets. Such gifts can save on income and estate taxes – while retirement assets are subject to income taxes when paid out to a taxable entity, nonprofit organizations such as IUCC, by contrast, are eligible to receive such assets without facing income tax liability. Common approaches include:

• Designating IUCC as a primary beneficiary (1 to 100 percent) of your retirement plan account.

• Designating a specific amount to be paid to IUCC before the remainder is directed to family or other individuals.

• Designating IUCC as a contingent or secondary beneficiary to receive the balance, only if a loved one (such as a primary beneficiary) doesn’t survive you.

You can designate IUCC as a beneficiary of all or a portion of your life insurance benefits. A traditional life insurance policy (with an accumulated cash value) can be a valuable asset. If the original purpose for the protection no longer applies, such as to educate children now grown or to provide financial security for a spouse now deceased, a life insurance policy can be redirected to help support a charitable cause such as IUCC. To implement your wishes, please contact your life insurance agency or company and complete the needed change‐of‐beneficiary form. You may wish to contact an attorney to ensure that you are the correct language is used.

It is preferred that legacy gifts to IUCC be made without designation or restriction as to the use of the funds. IUCC may choose to not accept gifts that are overly restrictive or difficult to administer. The types of gifts that are acceptable include cash, marketable securities, and marketable real estate. Please note: the Legacy Circle Bequest Intention Form requests that you indicate whether your gift shall be unrestricted or restricted.

You can download the form here, or fill it out digitally here.

1. Talk with your advisors and family. Decide on the kind and amount of gift you wish to leave to IUCC. Consider whether you will leave a set dollar amount, or a percentage of certain assets.

2. Complete the Confidential Bequest Intention Form to let us know what you are considering, and whether you need assistance. While IUCC cannot offer financial or tax advice regarding your gift, we will be happy to answer your questions about any of the different gift types. We also want to be sure that IUCC can accept your gift as you wish to designate it. We may not be able to accept certain kinds of real property, or funds designated for a very narrow purpose. Of course, your information will be held in strict confidence, depending on your wishes.

3. Execute your legacy gift by doing one or more of the following:

   • Work with your attorney to add or change language in your will or revocable trust.

   • Change your retirement plan and/or life insurance beneficiary forms.

   • Update the Confidential Bequest Intention form. Then, email the form to iucc@iucc.org, or mail the form to Church Administrator, Irvine United Congregational Church, 4915 Alton Parkway, Irvine, CA 92604, or drop the form off with the Church Administrator at our front office. (Note: Details on your legacy giving will be kept confidential and will be kept for the church’s record‐keeping only.)

4. We will then welcome you as a member of the Legacy Circle! Please then determine whether or not you want your name to be listed with others, or kept confidential. Please note that the form includes a checkbox to designate whether you are willing to have your name published as a member of the Legacy Circle. We recognize members by name only, and do not disclose the amount or nature of your gift. Please notify IUCC if you make future changes or adjustments to your legacy gift.

5. Upon settlement of your estate, your funds will be given to IUCC according to your wishes, and will serve the needs and activities of IUCC for years to come!