Conventional wisdom holds that planned gifts are made by people between 55
and 70 years in age. As of December 1995, the average adult Unitarian
Universalist was 53. By the year 2010 almost 14% of the US population will be 65
or older. Have you asked your seniors to make a charitable bequest to your
A 1992 National Committee on Planned Giving (NCPG) survey revealed that
planned gift donors are equally divided between those who are over 60 years of
age and those who are younger than 60. By any measure, many Unitarian
Universalists are at a point in their lives to make a commitment to the future
of our liberal faith.At any age, in every economic circumstance,
charitable bequests are by far the most commonly used form of planned giving.
Bequests are relatively inexpensive to arrange, they save $1 in estate taxes for
every dollar given, they are "no risk" gifts, and they are easy for
congregations to promote. All a donor needs to do is complete a legal Last Will
and Testament. All you have to do is ask.
The 1992 NCPG study cited above found that only 8.1% of those who have a
charitable bequest provision in their estate plans have ever changed the terms
of their bequests, and only 8.8% have ever removed a charitable organization
from their Wills.
However, it is estimated that 70% of all Americans die without a Will, and
fewer than 10% of the people who are capable of making a charitable estate gift
have ever been asked.
It's not an issue of what it will cost your congregation to run a planned
giving program, rather, it's what it will cost if you do not!
For more information contact web @ uua.org.
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Please consider making a donation today.
Last updated on Friday, June 17, 2011.
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