CHHSM Planned Giving Partnership
Frequently Asked Questions

What does CHHSM Planned Giving Partnership provide?

• phone consultations with development officers and donors
• assistance with donor cultivation and solicitation visits
• individual gift proposals
• preparation of Gift Annuity agreements and facilitation of Pooled Income Fund and Charitable Remainder Trust agreements
• gift administration
• stock transfer assistance
• bequest language
• printed materials
• group rates on planned giving seminars and conferences, including the 2006 North American Conference on Christian Philanthropy
• assistance from CHHSM VP Mike Readinger in making initial contact with the Planned Giving Partnership, monitoring Partnership activities, and advocating for CHHSM members within the program.

How can CHHSM Planned Giving Partnership help your Ministry?

CHHSM Planned Giving Partnership can help you increase your ministry's endowment through planning for many types of giving through the United Church of Christ and the United Church Foundation, including:

• Charitable Gift Annuities - gifts that provide a donor with a fixed rate of return based on age, a one-time charitable deduction, and favorable tax treatment.
• Charitable Remainder Trust - gifts that provide the donor with a set percentage of income for his/her lifetime, a one-time charitable deduction, and favorable tax treatment.
• Pooled Income Fund - gifts that provide a donor with a variable rate of return based on their share of the Fund, a one-time charitable deduction, and favorable tax treatment.
• Bequest by Will - gifts given in a donor's will, designated by percentage or amount.

How do I get more information?

Please call or email Michael Readinger, CHHSM's Vice President for Business Services. Mike will help you assess how CHHSM Planned Giving Partnership can serve your Ministry.

Michael Readinger
Vice President for Business Services
voice: 216-736-2258
toll-free: 1-866-822-8224, ext. 2258
email