PLANNED GIVING PROGRAM
What is Planned Giving?
Planned Giving is a program set up by the UUCF to receive and invest gifts to build a permanent endowment fund.
What is the Purpose of Planned Giving for the UUCF?
It is a form of stewardship and it provides a rainy day fund to insure the long term financial stability of the UUCF.
What is the Purpose of Planned Giving for the Donor?
Planned gifts or current gifts to the UUCF Endowment Fund generally are meant to perpetuate a legacy, something of great value and meaning for the donor.
A gift to the UUCF Endowment Fund can be the ultimate one a donor makes both in size and finality.
How is the UUCF Endowment Fund Invested?
The UUCF Endowment Fund is invested in the UU Common Endowment Fund to ensure socially responsible investments in line with our religious values.
How can I make a planned gift to UUCF?
Through a will or bequest or trust or cash
Non-cash gifts: Retirement plans, life insurance, real estate
Life income gifts: Charitable gift annuities, charitable remainder trusts IRAs
For more information contact
Dana Bianco, Carol Kiser, Doris Clark, Lois Nettleship or Mary Rhodes