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Planned Giving

Planned Giving Opportunities

Leave a planned gift in your will
Name CEPAD-USA as a beneficiary
Providing for heirs and CEPAD-USA

Leave a planned gift in your will

Gifts by will are one of CEPAD-USA's most important sources of support. Unrestricted gifts give us the greatest flexibility to use funds where they are most needed in Nicaragua. Please consider leaving CEPAD-USA:

  • A stated dollar amount

  • A percentage of your residual estate (what remains after gifts to loved ones and expenses have been paid), or

  • A specific asset, such as securities or other marketable property

How to name CEPAD-USA in your will

Legal name: CEPAD-USA, Inc.

Address: 9214 Railroad Avenue, Ooltewah, TN 37363

Federal tax ID#: 93-1088705

This sample language may be useful:

"I give and bequeath to CEPAD-USA, Inc, 9214 Railroad Avenue, Ooltewah, TN 37363, [the sum of __________ Dollars ($____)] [ _______ % of the rest, residue and remainder of my estate], to be used for its general charitable purposes."

Notifying CEPAD-USA of your gift

We hope you’ll let us know when you have named CEPAD-USA in your will or trust so that we can thank you. Please use this Bequest Intention Form to notify us of your intention.

If you have questions, please contact Kimberly Crider at 423-417-0100 or

Name CEPAD-USA as a beneficiary

Naming CEPAD-USA as a beneficiary on your retirement account or life insurance policy is a simple and powerful way to support CEPAD's life-changing work without changing your will or living trust. Beneficiary designation gifts pass directly to CEPAD-USA without going through the probate process and go right to work to help CEPAD provide life-changing community development.

Retirement accounts

You can name CEPAD-USA as a beneficiary of all or a specified percentage of your IRA, 401(k), 403(b), or other retirement plan. Individuals who inherit retirement plan assets are usually required to pay income tax on them, so they're often considered among the best assets to leave to charity.

How to name CEPAD-USA as a beneficiary on your retirement accounts

Ask your retirement plan administrator or financial institution for a change of beneficiary form. Please list us as:

  • Legal Name: CEPAD-USA, Inc

  • Address: 9214 Railroad Avenue, Ooltewah, TN 37363

  • Federal Tax ID #: 93-1088705

Notify us of your beneficiary designation

Please complete the Bequest Intention Form to let us know when you’ve made a beneficiary designation for CEPAD-USA so that we can thank you.

To learn more, please contact Kimberly Crider at 423-417-0100 or

Other ways to name CEPAD-USA as a beneficiary:

Bank and investment accounts & commercial annuities

You can leave a legacy by naming CEPAD-USA as a Transfer-on-Death (TOD) or Payable-on-Death (POD) beneficiary on a bank or investment account, or a commercial annuity. Check with your financial institution to see if this option is available to you.

Life insurance policies

If you have a life insurance policy that is no longer needed for your family, designating CEPAD-USA as a beneficiary is a simple way to support CEPAD's work.

Providing for heirs and CEPAD-USA

What is a charitable lead trust?

A charitable lead trust allows you to support the life-changing work of CEPAD while safeguarding assets for your loved ones. You transfer cash, securities, or other assets to a trust. The trustee invests the assets, providing annual payments to CEPAD-USA for a period of time that you select. When the trust terminates, the remaining amount is paid to you or your heirs with the benefit of a reduced transfer tax. The trust may be a charitable lead annuity (fixed payments) or a charitable lead unitrust (fixed percentage).

What are the benefits of a charitable lead trust?

  • Reduction in transfer tax on the amount passing to your heirs

  • Appreciation in trust value passes to your heirs free of gift and estate tax

  • Control over when your heirs inherit trust assets

To learn more, please contact your attorney or accountant, or Kimberly Crider, at 423-417-0100 or

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