Above & Beyond Fund
For Lifetime and Testamentary Planned Gifts
CU Church is grateful for the faithful generosity of the people who call CU Church home that has allowed us to support many Kingdom-worthy causes over the years. The Above and Beyond Fund provides a simple, additional way for those who desire to make a special lifetime or estate gift to the ongoing mission of our church.
How the Above & Beyond Fund Works
- Funds Strategically Managed For the Future – Gifts are invested with a long-term perspective in a dedicated brokerage account.
- Funds Available for Kingdom Causes After Mission & Vision Fund is Fully Utilized – We will continue to spend down our current Mission & Vision Fund first before drawing on this new fund.
- Able to Invest Under a Longer-Term Investment Strategy – This allows the fund to grow responsibly while remaining available when needs arise.
This fund is separate from regular giving and does not replace your ongoing support through the general offering. It is designed for those who feel called to go “above and beyond” through planned giving.
Learn More at an Explanatory Meeting
We will be hosting two informational meetings (lunch provided) where you can learn more about the fund and different ways to structure a planned gift.
Sunday, July 11 at 12:30 pm
Sunday, July 18 at 12:30 pm
Location: Webber Street Christian Church
Brooke Didier Starks and Carter Billingsley from Legacy Legal will be leading these sessions and sharing practical information.
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Suggested Language for Planned Gifts
As beneficiary of an IRA
DETAILS HERE
As named in a will or trust document
DETAILS HERE
Policy on Acceptance of Gifts
CU Church has established guidelines for accepting planned gifts. A full copy of our Gift Acceptance Policy is available upon request. All gifts are reviewed on a case-by-case basis by the Leadership Team.