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IRA Charitable Rollover Update
Planned Giving
Planned Gifts

Providing for Unitarian Universalism while making sound financial plans for yourself and your family.

What Is Planned Giving?

A wide range of giving opportunities fit under the planned giving umbrella, including charitable bequests, life income gift arrangements such as charitable remainder trusts and gift annuities, gifts of real estate and gifts that use retirement and insurance plan benefits.

In return for a planned gift, donors and their families may receive important estate and income tax benefits or an attractive annual income stream for their life or the life of a secondary beneficiary.

Most planned gifts are deferred, meaning your congregation, the Unitarian Universalist Association (UUA) or other Unitarian Universalist (UU) entity will enjoy the financial benefits after the donor dies. Often a planned gift is the largest single gift donors will ever make.

For more information about planned giving options that may be right for individuals and congregations please visit our UUA Planned Giving pages.

 

Our Shared Future:  Upcoming Webinars About Legacy Giving for UU Congregations

Would you like to learn how to encourage your members, friends, and supporters to shape the future of Unitarian Universalism and to make a difference through legacy giving?  Join us for a webinar to be presented in October, November, and January!  Visit this page for more information.

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For more information contact legacy@uua.org.

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