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PLANNED GIVING

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Planning a gift is both an investment in the future of Plymouth Church and a way to accomplish your financial and philanthropic goals. When planned gifts are received, all funds are added to the Foundation Fund, Plymouth’s endowment fund. Generous gifts from Plymouth members have enabled the Foundation Fund to become a critically important resource to support Plymouth’s mission.

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There are many ways you can make a planned gift to Plymouth:

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  • by naming Plymouth as a beneficiary in your will or living trust

  • by donating assets in return for life income

  • by making Plymouth a partial beneficiary of your retirement account or life insurance policy

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A planned gift offers an excellent way to provide major support to Plymouth, while realizing personal philanthropic, spiritual and financial goals. It is a way to demonstrate to future generations that Plymouth Church was important to you.

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In the year of the gift you may receive significant tax benefits. A planned gift will enable Plymouth to expand its ministry beyond what can be supported by Annual Fund pledges and gifts. All planned gifts to Plymouth Church of Shaker Heights are added, when received, to its endowment, the Foundation Fund, for benefit of Plymouth Church.

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Plymouth welcomes your inquiry to learn more about planned giving opportunities. Please be in touch with the church office and your inquiry will be directed to staff and to leadership who can assist you.  

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