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Congregational Planned Giving Resources
Congregational Planned Giving Resources
Finance for Congregations, Fundraising for Congregations, Planned Giving for Congregations, Giving & Generosity

Congregational Guides

Planned Giving Brochures

The Association’s Office of Legacy gifts has free resources for your congregation’s program.

Planned Giving Inserts

Customizable planned giving resources are available for use in your congregation’s newsletter, web page or other publications. These educational and informative inserts about wills, life income gifts, and basic estate planning aids come in short, medium, and long formats to fit your specific needs and space requirements.

Online Tools

Interactive gift planning presentations are designed to engage and educate individual Unitarian Universalists and congregations about various gift planning options available through the Unitarian Universalist Association (UUA) Office of Legacy Gifts. Additionally, the online gift calculator allows donors to see how a specific gift amount may work for them using each of the gift planning options. And now, creating your will, living will, power of attorney, and medical power of attorney has gotten easier with the use of online will writing services.

More on UU Planned Giving

The UUA Office of Legacy Gifts oversees a variety of planned giving programs for Unitarian Universalists. They can help individuals who wish to direct personal gifts to any UU organization, and they can assist congregations who wish to build planned giving programs.

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