Live your Unitarian Universalist values out loud. Make your year-end gift today!
Providing for Unitarian Universalism while making sound financial plans for yourself and your family.
See a sample IRA Distribution Request Letter (DOC).
On December 19, 2014 President Obama reinstated a law that allows you to make a tax-free gift to us from your IRA. If you have already made this type of gift in 2014, you’re in luck! But if you’ve been waiting to make your IRA transfer, you must act right now to take advantage of this opportunity.
It’s Not Too Late
Under the recently reinstated law, you may move up to $100,000 from your IRA directly to a qualified charity such as our Unitarian Universalist Association (UUA) without having to pay income taxes on the money. Known as the IRA charitable rollover, this law has been extended only to the end of 2014.
How It Works
See a sample IRA distribution request letter
Remember: The legislation is only available until Dec. 31, 2014, so you must take action right away if you have not yet made your gift.
For More Information
Please feel free to contact the UUA’s Office of Legacy Gifts at (888) 792-5885 or firstname.lastname@example.org for more information about direct contributions of qualified IRA assets or about other planned gifts. As with any substantial gift, we recommend that you consult your tax professionals.
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:
State Street Global Advisors (SSgA), which holds and manages the UUA Charitable Gift Annuity Fund and the UUA Pooled Income Fund would like to remind donors of the upcoming end of year giving dates.
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.
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, December 22, 2014.
Sidebar Content, Page Navigation
More Ways to Search
The late Lars and Lucille Watson, founding members of Northlake UU Church and Quimper UU Fellowship, made a generous planned gift to help both their congregation and Unitarian Universalism thrive well into the future.
Planned Giving: A Guide for UU Congregations
Online Gift Calculator
Interactive Gift Planning Presentations
Donate to Support This Program and the Ongoing Work of the UUA
Read or subscribe to UUA.org Updates for the latest additions to our site.
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.