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Pooled Income Fund (PIF) Confidential Reply Form

To request information about how a Pooled Income Fund gift might work for you, please fill out the form below and it will be sent to the Office of Legacy Gifts via our secure server.

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All Information is Confidential
Name:
Street Address:
City/Town:
State/Province:
Zip/Postal Code:
Country:
Congregation:
Email:
Telephone (day):
Telephone (evenings):
Best time to call:
Name of Person to receive the income:
Birthdate:
Name of second income beneficiary (if applicable):
Birthdate (if applicable):
Amount of Gift ($5,000 minimum):
Our/My gift will be:	Cash Stock Other (please specify):
Please send me information about how to make gifts of:
Life Insurance
Real Estate
Securities
Tax Deferred Retirement Plan Benefits
Bequests and Wills (includes information about how to become a member of the UUA's Legacy Society)
Other gift arrangements that provide lifetime income (Charitable Trusts, or the UUA Pooled Income Fund)

For more information contact giftplans @ uua.org.

Last updated on Wednesday, October 3, 2007.

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Pooled Income Fund (PIF) Confidential Reply Form