Planned Giving
Providing for Unitarian Universalism while making sound financial plans for yourself and your family
What Is Planned Giving?
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:
- Gifts by Will How to make a gift by will
- Non-cash gifts retirement plans; life insurance; real estate
- Life Income Gifts charitable gift annuities; pooled income fund; charitable remainder trusts
- FAQ Frequently Asked Questions
- Brochures and Booklets planned giving publications
- Congregational Resources guides for congregations
Planned Giving News
New Charitable Gift Annuity Rates Effective January 1, 2012
Given the significant changes in the economic environment, the board of the American Council on Gift Annuities (ACGA) approved a new schedule of suggested maximum gift annuity rates which will become effective January 1, 2012. At ages older than 60, when the majority of gift annuities are issued, one-life rates will decline by 0.5% to 0.8%.
The UUA follows the suggested rate tables issued by the ACGA. Please contact the Legacy Gifts Office for complete updated calculations. Read the rate tables (PDF).
2010-2011 'In Memoriam' Video Now Available
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.
Planned Giving Inserts: Customizable Planned Giving Resources for Your Congregation
The UUA Office of Legacy Gifts has made planned giving resources easily available for use in your congregation’s newsletter, web page or other publications. Educational and informative inserts about wills, life income gifts, and basic estate planning aids come in short, medium, and long formats to fit your specific needs and space requirements. Read more about planned giving inserts.
UUA Office of Legacy Gifts Announces Interactive Multimedia Planned Giving Presentations
A series of ten presentations designed to engage and educate individual UUs and congregations about various planned giving options are now available. The presentations tell the story of how one or more gift plans can help generous donors achieve their financial and charitable goals. Choose to view all of the stories or only the ones that interest you. Read more about planned giving presentations.
For more information contact giftplans @ uua.org.
This work is made possible by the generosity of individual donors. Please consider making a donation today.
Last updated on Thursday, January 12, 2012.
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