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What are the fees for UUA Planned Giving?
The Unitarian Universalist Association (UUA) does not charge any administrative fees to individuals or to congregations named as final beneficiaries.
State Street Global Advisors charges fees directly to principal in our charitable fund accounts, determined on the aggregate market value of all the assets in the UUA gift accounts and individual trusts. Charitable assets under management at State Street exceed $10 million. Administrative fees average 70 basis points or 0.7%.