Planned Giving Brochures & Booklets
Pathway to a Legacy Booklet (PDF, 18 pages)Contains information on 10 different planned gift arrangements—a great introduction to gift planning.
Ways of Giving Brochures
In-depth information about the following planned gift arrangements.
- Charitable Bequests (PDF, 4 pages): Use Your Will to Give To Unitarian Universalism.
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Charitable Gift Annuity (PDF, 4 pages): Leave a legacy of hope while receiving income.
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The Pooled Income Fund (PDF, 3 pages): Fund a legacy while receiving income.
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Charitable Remainder Trusts (PDF, 3 pages): Trusts offer more flexibility then charitable gift annuities while still providing income.
- Umbrella Giving (PDF, 1 page): Many Gifts, One Creative Solution! Support multiple Unitarian Universalist entities with one gift.
Specific In-depth Booklets
These booklets contain copyrighted material and are only available by request. Please contact the Legacy Gifts Office toll-free at (888) 792-5885 or via email at giftplans @ uua.org if you'd like to receive a complimentary copy of any of these booklets.
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Giving Through Life Income Plans: Review the process of deferred gift planning with emphasis on gift plans that provide an income for life or a term of years. Examples show approaches to solving typical estate planning dilemmas. An all-purpose booklet with many uses.
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Giving Through Charitable Remainder Trusts: This booklet describes the benefits of charitable remainder unitrusts and annuity trusts in a clear and understandable manner. The emphasis is on what these trusts can accomplish for your donors, not on simply how they do it. Includes citations to guide advisors in the creation of charitable remainder trusts.
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Giving Through Charitable Lead Trusts: With today’s relatively low interest rates, lead trusts yield especially attractive tax benefits for many donors. Acquaint prospects and their advisors with this versatile but perhaps unfamiliar planning tool, attractive for generating a major charitable gift while having property ultimately returned to the donor or his or her heirs.
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Better Estate Planning: This booklet begins with “What is estate planning?” and goes on to introduce popular planning tools and to describe ways charitable giving can complement retirement and estate plans.
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How to Make a Will That Works: This popular booklet features answers to 36 questions that stress the importance of a will. Charitable bequests are introduced at appropriate points in a low-key manner. An ideal follow-up booklet for a bequest awareness program or for other general purposes.
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Giving Through Retirement Plans: The benefits of using retirement plan assets for charitable bequests and instructions on how to do it.
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Giving Through Life Insurance: A review of ways to use life insurance to make charitable gifts, both current and deferred. Assignments of benefits, outright gifts, and the uses of insurance to fund or guarantee pledges are discussed, along with ways life insurance may replace other assets used to make charitable gifts.
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Giving Securities: This booklet addresses gifts of property in general with emphasis on gifts of stocks, bonds, mutual funds, and other securities—the most common forms for non-cash gifts. Major donors and prospects will appreciate the examples and guidance about how to make gifts of securities.
- Giving Real Estate: A companion piece to “Giving Securities,” this booklet emphasizes the many gift opportunities open to those who own highly appreciated real property. Donors in areas with rapidly increasing real estate values or who hold the majority of their wealth in real property will benefit from “Giving Real Estate.”
For more information contact giftplans @ uua.org.
Last updated on Friday, April 18, 2008.
