Develop a Working Knowledge of Planned Gift Arrangements

You need not become a professional charitable gift planner to ask for and assist others in completing generous estate gifts. Bequests are far and away the most common planned gift, and all you need to provide prospective donors is suggested language for a charitable bequest to your congregation. For the other kinds of gifts, the Unitarian Universalist Association's (UUA) planned giving staff for has experience, expertise, written materials, and marketing brochures to help you learn the general terrain.

To the degree possible, your congregation's planned gift committee should take advantage of readily available resources. Review the material in the planned giving church kit. Perhaps attend workshops on personal finance and estate planning, fund-raising techniques and the basics about charitable bequests, charitable remainder trusts, pooled income funds, gift annuities, life insurance, retirement plan benefits, and retained life estate of a personal residence or farm.