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IRA Charitable Rollover Update

Providing for Unitarian Universalism while making sound financial plans for yourself and your family.

What Is Planned Giving?

A wide range of giving opportunities fit under the planned giving umbrella, including charitable bequests, life income gift arrangements such as charitable remainder trusts and gift annuities, gifts of real estate and gifts that use retirement and insurance plan benefits.

In return for a planned gift, donors and their families may receive important estate and income tax benefits or an attractive annual income stream for their life or the life of a secondary beneficiary.

Most planned gifts are deferred, meaning your congregation, the Unitarian Universalist Association (UUA) or other Unitarian Universalist (UU) entity will enjoy the financial benefits after the donor dies. Often a planned gift is the largest single gift donors will ever make.

For more information about planned giving options that may be right for individuals and congregations please visit our UUA Planned Giving pages.

About the Author

Marcia Trahan

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For more information contact giftplans@uua.org.

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