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Giving Certainty
General Assembly, Giving & Generosity, Planned Gifts

from the Legacy Newsletter

"In an uncertain economy, a gift that helps you establish a steady income is certainly something to think about," said Mrs. Jean H. Gillett of Palo Alto, CA, when she set up her Charitable Gift Annuity with the Unitarian Universalist Association.

Jean donated highly appreciated stock to the UUA, and in return she received a fixed, guaranteed annual income for the rest of her life. One gift accomplished much for Jean. Not only did she arrange a generous contribution to the future work of the Unitarian Universalist Association, she increased her annual income, claimed a charitable income tax deduction, and paid no capital gains tax at the time the stock was transferred.

"I'm able to do this," she said, "because I can give the money now, receive payments for the rest of my life, and when I die, something I care deeply about will benefit from my annuity."

Jean was a long-time member of the UU Church of Palo Alto, CA. There, she found a minister and a community that affirm her deeply-held beliefs as a humanist. She wanted to be sure that the religious freedom and tolerance that mean so much to her will continue to be nurtured and be passed on to future generations.

"I've done gift annuities before," said Jean, "with the University of Oregon and with Stanford. I read about the UUA's annuity program in the UU WORLD magazine and was thinking about it." Soon after reading the magazine, Jean was inspired when she heard then-UUA president John Buehrens describe the the Association's Campaign for Unitarian Universalism, an effort to raise $32 million for a variety of special projects. One campaign project had special resonance for Jean, and that was programming to serve and support young adult and campus ministries. With Stanford University nearby, Jean saw first-hand the opportunity and need to reach out and welcome young adults to our movement, to bring UUism to college and university communities. Jean made up her mind on the spot to fund an annuity and dedicate her gift to this goal of the Campaign.

"I was amazed at how many campus ministry programs were going on around the continent," Jean said. "I decided an annuity was something I wanted to do, to support this work."

Jean found that the benefits of a gift annuity were the right match for her financial situation-and it helped her do something wonderful for our shared UU movement.

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