Planned Giving

Planned giving can strengthen Lakewood Congregational Church into the future.

LCC has worked with Winfield Associates to present additional giving options that will allow you to support the church for years to come.

Giving Now
Cash or stock gifts are simple to make and immediately effective. All cash contributions are tax-deductible (up to a certain percentage of a donor’s adjusted gross income). Appreciated assets can include stocks, bonds, mutual funds and real property, and have the potential for double tax benefit.
Future Giving: Bequest via Will or Trust
An outright bequest to Lakewood Congregational Church – to the endowment or for another purpose – is the simplest way to provide for a future gift. Please contact your legal representative to include specific bequest language in your will or trust.
Donor Advised Fund (DAF)
Donate cash, stocks or non-publicly traded assets to a Donor Advised Fund and realize an immediate tax deduction. You are then able to specify a specific use, campaign, or purpose – and timing – for your grant recommendations, now and into the future.
Qualified Charitable Distribution (QCD)
For those required to take a distribution from retirement accounts (age 70.5+). A QCD is a direct transfer of funds from your IRA custodian, payable to Lakewood Congregational Church. In addition to the benefits of giving to LCC, a QCD excludes the amount donated from taxable income, which is unlike regular withdrawals from an IRA.

Your planned gift will have an impact in the lives of LCC members for generations to come!

If you have questions, or would like someone to contact you directly, please call the church office at 216-221-9555 or Winfield Associates at 216-241-2575.