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Prepare to Receive, Record and Administer gifts
Your program also needs to be able to process and administer gifts. Obtain the services of a broker to receive gifts of securities, mutual funds and the like; some might do this for a reduced fee or gratis. Work out an accounting system for gifts to the endowment. Make sure all contributions are properly acknowledged. Consider arranging for Board members to thank donors.
The Unitarian Universalist Association Office of Legacy Gifts provides administration of stock gifts, Charitable Gift Annuities, Pooled Income Funds, Charitable Remainder Trusts, gifts of retirement assets, and bequest settlements as part of the Umbrella Giving program. For more information, contact the Office of Legacy Gifts at 888-792-5885 or giftplans [at] uua [dot] org