Give

Ways to Give

The United Pentecostal Foundation can help you achieve your giving goals.

Find the right giving option for you and receive expert assistance from staff that care about your impact.

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Bequest

Designate UPF as beneficiary of your asset by will, trust, or beneficiary designation form.

IRA Rollover

Allows individuals aged 70 ½ or older to transfer up to $100,000 annually from their IRA directly to UPF tax-free. This strategy satisfies required minimum distributions and can reduce taxable income.

Charitable Gift Annuity

Transfer cash or appreciated property to UPF in exchange for fixed payments (rates based on age and marital status) for life.

Charitable Remainder Annuity Trust (CRAT)

Transfer cash or appreciated assets into a trust and receive fixed annual payments. Upon your death, the remaining assets go to UPF. This offers tax benefits while supporting the donor’s income needs and charitable goals.

Charitable Lead Trust (CLT)

Transfer assets into a trust that pays a charity for a set term. Afterward, the remaining assets go to the donor’s beneficiaries, potentially reducing estate and gift taxes.

Life Estate Reserved

Give property to UPF but retain rights to use the property during your life.

Donor-Advised Funds (DAF)

Contribute assets, receive immediate tax deduction, and recommend grants to charities over time. DAFs offer flexibility in charitable giving and simplify record-keeping.

Endowment Gifts

A donation to UPF where the principal is invested and only generated income is used, ensuring long-term financial support to UPF while providing stability and sustained funding for its mission.

Life Giving

Learn about making giving a lifestyle to achieve your life impact goals while allowing you to witness the impact of your contributions. This approach offers potential tax benefits, immediate support to chosen causes, and personal fulfillment from seeing philanthropy in action.

Estate Planning

Arrange management and disposal of personal assets after death. This includes creating wills, trusts, and power of attorney, aiming to minimize taxes, reduce legal complications, and ensure asset distribution is according to your wishes.

Endowments

You can help give money to certain United Pentecostal Foundation endowments.

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