Legacy Giving

Each of us here worshipping today has a obligation to assure the future of our congregation. It’s important to encourage and support the next generation of UUs, and that means taking steps now to provide the resources for the future.

Legacy or Planned Giving includes a range of giving opportunities. The most familiar, of course, is the traditional bequest in which a member leaves some portion of his or her estate to their church or some other UU organization. But planned giving can take many forms. There are gifts of stocks and bonds, retirement accounts, IRAs, life insurance policies and real estate. There are charitable gift annuities, umbrella giving programs, proceeds from retirement funds and insurance policies -- the list goes on and on.

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

Most planned gifts are deferred, meaning a congregation, the UUA, or another designated UU entity will receive the financial benefits after the donor dies.

The Rev. Laura Randall, the Unitarian Universalist Association’s legacy campaign director, says, “A planned gift is usually the most significant gift an individual can make. It says 'this congregation means something to me.’”

Our Document Center includes the following helpful handouts. Click here to access.

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.

Estate Planning Quiz
Does your estate plan measure up? Evaluate your current estate plan. Add up your points and see how you score

A Charitable Bequest, A Gift You Plan Now, Make Later
Four simple advantages of bequests.

Easily Provide Support Through Your Will
Support future and ongoing needs of your congregation

Estate Planning Toolbox
Four must-have resources and documents.

Gathering the Necessary Paperwork
Make taking care of your final affairs as simple and stress-free on your loved ones as possible

How Many Unitarian Universalist (UU) Entities Would You Like to Support in Your Will?
Umbrella Giving is the simple way to give to Unitarian Universalism!

Update Your Estate Plan in 3 Easy Steps
Ensure that your goals are accomplished.

Include Us in Your Will and Help Shape the Future
Make it simple, make a bequest, make a difference

Planning Your Estate
Start by completing these two estate planning steps.

Planned Giving and the Unitarian Universalist Association (UUA) Legacy Society
Regardless of size, every bequest intention is a meaningful way to make a gift to our faith.