The UUA has resources to help organize a planned giving program in your congregation.

Attorneys, real estate brokers, bankers, accountants, stock brokers, financial planners, and life insurance agents who are members of your congregation can be a tremendous help to your program. These people can give you referrals to excellent professional advice (helping you to create a list of...

Adopt new guidelines (or revise existing ones) for a congregational endowment fund. ...

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,...

The Association's Office of Legacy gifts has free brochures and booklets for your congregation's planned giving program. The popular brochures are available in downloadable PDF files and cover the most common questions and planned gift types. Go to Planned Giving Brochures & Booklets to learn...

Planned Giving is a form of stewardship for the future. Individuals generally contribute assets they have accumulated during their lifetimes (savings, investments, real estate, retirement plan benefits, life insurance policies, and tangible personal property) — rather than giving from annual...

Your congregation's mission or "vision" statement should be compelling. How contributions will actually be used should be common and public knowledge. If gifts are going to your endowment fund, prospective donors will want to know how their gifts will be invested and managed, how endowment earnings...

Your program also needs to be able to process and administer gifts. Obtain the services of a broker to receive gifts of securities, mutual funds and the like; some might do this for a reduced fee or gratis. Work out an accounting system for gifts to the endowment. Make sure all contributions are...