Planned Giving

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.

The following links will lead you to further information about how planned giving may work for you and the UU entities you love:

• Gifts by Will: how to make a gift by will
• Non-cash gifts: retirement plans; life insurance; real estate
• Life Income Gifts: charitable gift annuities; charitable remainder trusts
• FAQ: Frequently Asked Questions
• Brochures and Booklets: planned giving publications
• Congregational Resources: guides for congregations

Planned Giving News

IRA Charitable Rollover Extended Through 2013

IRA gifts now can be accomplished simply and without tax complications. The recent tax bill has extended the IRA Charitable Rollover through 2013. Individuals over the age of 70½ can make annual tax-free deductions in 2013 of up to $100,000 from their IRAs directly to their congregation, the UUA or other UU entity.

You may contribute from your IRA if:

• Gifts from the IRA are not over $100,000 per person ($200,000 for a couple) in the given year
• You are age 70½ or older
• You transfer funds directly from an IRA or Rollover IRA
• You transfer the gift directly to your congregation, the UUA or other UU entities
• No goods or services are given in exchange
• You make the gift on or before December 31, 2013

Charitable IRA Rollover Resources:

• Charitable IRA Rollover Fact Sheet (PDF)
• Sample Letter from IRA Custodian to UUA (PDF)

For more information contact: giftplans @ uua.org.

2011-2012 'In Memoriam' Video Now Available

Each year at General Assembly, we recognize just a few of the many dedicated Unitarian Universalists who have passed on during the previous year with an 'In Memoriam' Video which is now available online.

Planned Giving Inserts: Customizable Planned Giving Resources for Your Congregation

The UUA Office of Legacy Gifts has made planned giving resources easily available for use in your congregation’s newsletter, web page or other publications. Educational and informative inserts about wills, life income gifts, and basic estate planning aids come in short, medium, and long formats to fit your specific needs and space requirements. Read more about planned giving inserts.