Planned Giving Inserts
Customizable Planned Giving Resources for Your Congregation
- Close the Gaps in Your Estate Plan
A list of easy actions individuals can take to make sure their estate plan is the best it can be.- "Close the Gaps" Short Copy (Word, 165 words) (PDF)
- Medium Copy (Word, 309 words) (PDF)
- Long Copy (Word, 605 words) (PDF)
- Estate Planning Quiz
Does your estate plan measure up? Evaluate your current estate plan. Add up your points and see how you score.- "Estate Planning Quiz" Medium Copy (Word, 391 words) (PDF)
- "Estate Planning Quiz" Medium Copy (Word, 391 words) (PDF)
- A Charitable Bequest, A Gift You Plan Now, Make Later
Four simple advantages of bequests.- "Charitable Bequest" Short Copy (Word, 147 words) (PDF)
- "Charitable Bequest" Short Copy (Word, 147 words) (PDF)
- Easily Provide Support Through Your Will
Support future and ongoing needs of your congregation.- "Support Through Your Will" Short Copy (Word, 162 words) (PDF)
- "Support Through Your Will" Short Copy (Word, 162 words) (PDF)
- Estate Planning Toolbox
Four must-have resources and documents.- "Estate Planning Toolbox" Short Copy (Word, 161 words) (PDF)
- "Estate Planning Toolbox" Short Copy (Word, 161 words) (PDF)
- Gathering the Necessary Paperwork
Make taking care of your final affairs as simple and stress-free on your loved ones as possible.- "Gathering Paperwork" Medium Copy (Word, 242 words) (PDF)
- "Gathering Paperwork" Medium Copy (Word, 242 words) (PDF)
- How to Remember Us in Your Will
Simple suggested bequest wording that you can use.- "Remember Us" Short Copy (Word, 61 words) (PDF)
- Medium Copy (Word, 120 words) (PDF)
- Long Copy (Word, 195 words) (PDF)
- How Many Unitarian Universalist (UU) Entities Would You Like to Support in Your Will?
Umbrella Giving is the simple way to give to Unitarian Universalism!- "How Many UU Entities" Short Copy (Word, 117 words) (PDF)
- "How Many UU Entities" Short Copy (Word, 117 words) (PDF)
- Update Your Estate Plan in 3 Easy Steps
Ensure that your goals are accomplished.- "Update Your Plan" Short Copy (Word, 181 words) (PDF)
- "Update Your Plan" Short Copy (Word, 181 words) (PDF)
- Include Us in Your Will and Help Shape the Future
Make it simple, make a bequest, make a difference.- "Include Us in Your Will" Short Copy (Word, 126 words) (PDF)
- "Include Us in Your Will" Short Copy (Word, 126 words) (PDF)
- Planning Your Estate
Start by completing these two estate planning steps.- "Planning Your Estate" Long Copy (Word, 313 words) (PDF)
- "Planning Your Estate" Long Copy (Word, 313 words) (PDF)
- Planned Giving and the Unitarian Universalist Association (UUA) Legacy Society
Regardless of size, every bequest intention is a meaningful way to make a gift to our faith.- "Legacy Society" Long Copy (Word, 350 words) (PDF)
This work is made possible by the generosity of individual donors and congregations. Please consider making a donation today.
Last updated on Monday, August 29, 2011.
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