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"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
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.
For more information contact giftplansatuuadotorg.
This work is made possible by the generosity of individual donors and congregations.
Please consider making a donation today.
Last updated on Thursday, September 8, 2011.
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