Customizable Planned Giving Resources for Your Congregation

• Close the Gaps in Your Estate Plan
  A list of easy actions individuals can take to make sure their estate plan is the best it can be.
  • "Close the Gaps" Short Copy (Word, 165 words) (PDF)
  • Medium Copy (Word, 309 words) (PDF)
  • Long Copy (Word, 605 words) (PDF)
• Estate Planning Quiz
  Does your estate plan measure up? Evaluate your current estate plan. Add up your points and see how you score.
  • "Estate Planning Quiz" Medium Copy (Word, 391 words) (PDF)
• A Charitable Bequest, A Gift You Plan Now, Make Later
  Four simple advantages of bequests.
  • "Charitable Bequest" Short Copy (Word, 147 words) (PDF)
• Easily Provide Support Through Your Will
  Support future and ongoing needs of your congregation.
  • "Support Through Your Will" Short Copy (Word, 162 words) (PDF)
• Estate Planning Toolbox
  Four must-have resources and documents.
  • "Estate Planning Toolbox" Short Copy (Word, 161 words) (PDF)
• Gathering the Necessary Paperwork
  Make taking care of your final affairs as simple and stress-free on your loved ones as possible.
  • "Gathering Paperwork" Medium Copy (Word, 242 words) (PDF)
• How to Remember Us in Your Will
  Simple suggested bequest wording that you can use.
  • "Remember Us" Short Copy (Word, 61 words) (PDF)
  • Medium Copy (Word, 120 words) (PDF)
  • Long Copy (Word, 195 words) (PDF)
• How Many Unitarian Universalist (UU) Entities Would You Like to Support in Your Will?
  Umbrella Giving is the simple way to give to Unitarian Universalism!
  • "How Many UU Entities" Short Copy (Word, 117 words) (PDF)
• Update Your Estate Plan in 3 Easy Steps
  Ensure that your goals are accomplished.
  • "Update Your Plan" Short Copy (Word, 181 words) (PDF)
• Include Us in Your Will and Help Shape the Future
  Make it simple, make a bequest, make a difference.
  • "Include Us in Your Will" Short Copy (Word, 126 words) (PDF)
• Planning Your Estate
  Start by completing these two estate planning steps.
  • "Planning Your Estate" Long Copy (Word, 313 words) (PDF)
• Planned Giving and the Unitarian Universalist Association (UUA) Legacy Society
  Regardless of size, every bequest intention is a meaningful way to make a gift to our faith.
  • "Legacy Society" Long Copy (Word, 350 words) (PDF)