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Interactive Gift Planning Presentations

These presentations are designed to engage and educate individual Unitarian Universalists and congregations about various gift planning options available through the Unitarian Universalist Association (UUA) Office of Legacy Gifts. In each presentation, a slide show, text, colorful images, animations and audio narration come together to tell the story of how one or more gift plans can help generous donors achieve their financial and charitable goals.

Don’t forget that the UUA, your congregation, and any Unitarian Universalist (UU) entity can be a beneficiary of your legacy gift!  Read about how our UUA Umbrella Giving Program makes this possible.

Accessibility Notice
If you are having problems viewing any of these presentations please contact the Legacy Gifts Office at giftplans @ uua.org or toll free at (888) 792-5885 and let us know what problems you are experiencing.

The Ten Gift Planning Presentations

  1. Give and Get Income (PDF, 7 pages)
    This presentation introduces the concept of the life income gift and reviews the most important features of the three most common life income vehicles: the gift annuity, the charitable remainder unitrust, and the charitable remainder annuity trust.
     
  2. Give and Get More in Retirement (PDF, 17 pages)
    This presentation introduces the idea of supplementing retirement income by making a life income gift before retirement. It focuses on two life income plans—the deferred gift annuity and the flip unitrust—describing the operation and benefits of each.
     
  3. Meet Your Goals with a Gift of Retirement Assets (PDF, 12pages)
    This presentation reviews the benefits of making a charitable gift using assets from a retirement plan.  It discusses making the gift in one’s estate plan, either outright or through a charitable trust.
     
  4. Meet Your Goals with a Gift of Real Estate (PDF, 11 pages)
    This presentation reviews the benefits of making a charitable gift using real estate. It reviews the operation and benefits of the four most common vehicles used when making a gift of real estate: outright gift, bargain sale, flip unitrust, and retained life estate.
     
  5. Meet Your Goals with a Bequest to Charity (PDF, 7 pages)
    This presentation reviews the benefits and considerations in making a bequest to charity. It emphasizes the flexibility of a bequest, including options for defining the bequest amount, sources of funds, how the bequest may be used, and gift vehicle alternatives. 
     
  6. Meet Your Goals with a Gift Annuity (PDF 18 pages)
    This presentation describes the typical situation where a donor would be interested in funding a charitable gift annuity. It then reviews the operation and benefits of the charitable gift annuity, and includes a personal illustration.
     
  7. Meet Your Goals with a Deferred Annuity (View) (PDF, 9 pages)
    This presentation describes the typical situation where a donor would be interested in funding a deferred gift annuity. It then reviews the operation and benefits of the deferred gift annuity, and includes a personal illustration. It also includes a brief discussion of the flexible gift annuity and when it might be of interest.
     
  8. Meet Your Goals with a Unitrust (PDF, 10 pages)
    This presentation describes the typical situation where a donor would be interested in funding a charitable remainder unitrust. It then reviews the operation and benefits of the charitable remainder unitrust, and includes a personal illustration.
     
  9. Meet Your Goals with an Annuity Trust (PDF, 18 pages)
    This presentation describes the typical situation where a donor would be interested in funding a charitable annuity trust. It then reviews the operation and benefits of the charitable remainder annuity trust, and includes a personal illustration.
     
  10. Give Your Home and Keep It Too (PDF, 17pages)
    This presentation describes the typical situation where a donor would be interested in funding a retained life estate. It then reviews the operation and benefits of the retained life estate, and includes a personal illustration.

Some Great Features of These Presentations

  • Five of the presentations include personalized gift calculations based on beneficiary ages, gift amount, payout rate and more. Simply enter the information requested and receive your own personalized gift illustration.
     
  • For congregations or committees, a presentation can also be printed as a hand-out for reference or projected onto a screen just like a PowerPoint presentation.

For more information contact giftplans @ uua.org.

This work is made possible by the generosity of individual donors and congregations. Please consider making a donation today.

Last updated on Thursday, May 1, 2014.

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