You need not become a professional charitable gift planner to ask for and
assist others in completing generous estate gifts. Bequests are far and away the
most common planned gift, and all you need to provide prospective donors is
suggested language for a charitable bequest to your congregation. For the other
kinds of gifts, the Unitarian Universalist Association's (UUA) planned giving staff for has experience, expertise,
written materials, and marketing brochures to help you learn the general
To the degree possible, your congregation's planned gift committee should
take advantage of readily available resources. Review the material in the
planned giving church kit. Perhaps attend workshops on personal finance and
estate planning, fund-raising techniques and the basics about charitable
bequests, charitable remainder trusts, pooled income funds, gift annuities, life
insurance, retirement plan benefits, and retained life estate of a personal
residence or farm.
For more information contact web @ uua.org.
This work is made possible by the generosity of individual donors and congregations.
Please consider making a donation today.
Last updated on Friday, June 17, 2011.
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