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Planned Giving

You have expressed your values through support of UCP of Orange County. Perhaps you've wished you could do even more.

A gift to UCP-OC in your will or trust, or by beneficiary designation, can ensure children with disabilities always have the tools they need to reach their full potential. Some legacy gifts made today can even provide reliable income back to you or a loved one for life. And you can designate your gift to support one of UCP-OC’s programs in honor of someone special.

Learn more here about creative ways to invest in UCP-OC's future that are simple, flexible, and help you accomplish both your long-term financial and charitable goals.

If you are including UCP of Orange County in your planned giving, here is some of the key information you will need.

  • Full Legal Name: United Cerebral Palsy Association of Orange County, Inc.
  • 501(c)(3) Tax ID: 95-1856340
  • Address: 980 Roosevelt, Suite 100, Irvine, CA 92620

What to Give

Philanthropy should not be complicated, nor should it require great wealth. When you give to UCP of Orange County, your gift should be simple to make. You choose what to give, how to give, and how your gift will be used. You can enrich the quality of life and empower independence for children with disabilities for generations to come, ensuring that UCP of Orange County can advance its mission to help children with disabilities and developmental disabilities to reach their full potential.

A variety of options are available to achieve your financial and philanthropic goals. You can choose a testamentary gift (which will occur after your lifetime), a deferred gift (a gift which will happen at a future date set by you) or a life income gift (a type of gift that will pay you and/or your spouse an income for life).

Assets you can use to make a gift:

  • Cash/Check
  • Stocks, Bonds, Mutual Funds
  • Real Estate
  • Tangible Personal Property of Value (art, jewelry)
  • Life Insurance Policy
  • Retirement Plan Assets and/or IRAs
  • Business and/or Partnership Interests

Ways to Give

BEQUESTS

After you have provided for your family and loved ones, a bequest would enable you to offer a gift of support to UCP of Orange County. An example of language that you could use is, “I give and bequeath to United Cerebral Palsy Association of Orange County, Inc., 501(c)(3) and any successor organization with similar purpose and interests the sum of $___ or ___% to support its exempt purposes (or insert name of program).”

LIFE INSURANCE

You can make a gift to UCP of Orange County of your paid-up life insurance policy or you could purchase a new policy and name UCP of Orange County as the owner and beneficiary. With a gift of a paid-up life insurance policy, you can deduct the cash value of the policy at the time of the gift. With the purchase of a new policy, you would establish the policy and then transfer the ownership to UCP of Orange County. If there are premium payments that remain to be paid, you could make annual gifts to UCP of Orange County to help cover the cost of the premium, which would also be tax-deductible to you.

RETIREMENT PLAN ASSETS

As with a life insurance gift, naming UCP of Orange County as a beneficiary designation can offer you significant value. Due to applicable estate and income taxes, family members usually only receive 25 to 30 percent of the value of an IRA or retirement plan. Much of this tax can be avoided if the assets are instead used to fund a bequest to UCP of Orange County.

DEFERRED OR LIFE INCOME GIFTS

Gift Annuity

A charitable gift annuity (CGA) is a simple agreement in which we promise to pay you, or you and your spouse, a lifetime income in exchange for a gift of an asset. The payment is fixed at the time you establish the gift and can be paid to you in monthly, quarterly, semi-annual or annual payments.

Charitable Remainder Trusts

A charitable remainder trust (CRT) is generally used when there are multiple beneficiaries. A CRT can provide income to you, you and your spouse, or your spouse and your children for life or for a term of years, in exchange for a gift. The payment can be fixed (annuity trust) or variable, based on the year-end market value of the trust (unitrust).

Retained Life Estate

A retained life estate is a gift plan that allows you to donate a home to UCP of Orange County while retaining the right to live in the home for the rest of your life. A gift to UCP of Orange County of the remainder interest in a personal residence provides you with a current charitable deduction and may allow reduction or elimination of capital gains tax on the property’s appreciation. You retain the right to live on the property, but continue to be responsible for all routine expenses, maintenance fees, insurance, property taxes, repairs, etc.

Recognition

UCP of Orange County is extremely grateful for the generosity of its many benefactors. To show our appreciation, we welcome the opportunity to recognize each and every contributor, or, if you wish, preserve your anonymity.

This is just a sample of the many planned giving options available to you. We encourage you to discuss these options with your financial advisor or estate planning attorney. If you do not have a financial advisor or for additional planned giving assistance, please call us for referrals.

For more information about UCP of Orange County or to initiate a conversation about planned giving to our organization, please contact:

 
Elizabeth Beas, Director of Development
949-333-6452
ebeas@ucp-oc.org