Providing for Unitarian Universalism while making sound financial plans for yourself and your family.
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 Thursday, January 15, 2015.
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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
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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.