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PLANNED GIVING PROGRAM

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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.

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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
               Mary Rhodes

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