New address: 24 Farnsworth Street, Boston, MA 02210-1409.

Search Our Site

Page Navigation

Section Banner

Where are Planned Gifts invested?

The Unitarian Universalist Association (UUA) has a long-standing business arrangement with State Street Global Advisors in Boston. Donations to the pooled income fund and for charitable gift annuities are deposited in special trust accounts at State Street and invested in stocks and bonds. Six individual charitable trusts are managed at State Street through the UUA Charitable Gift and Estate Planning office. The bank holds the funds in trust until the donors die.

More information on State Street Global Advisors.

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 Monday, September 23, 2013.

Sidebar Content, Page Navigation

 

Updated and Popular

Recently Updated

For Newcomers

Learn more about the Beliefs & Principles of Unitarian Universalism, or read our online magazine, UU World, for features on today's Unitarian Universalists. Visit an online UU church, or find a congregation near you.

Page Navigation