Planned Giving Pathways...
Through Your Will
You can use your will to give a specific dollar amount, or a percentage of your estate, or specific property, to our Congregation.
Many individuals today have substantial qualified retirement plans such as IRAs, 401(k) plans, or 403(b) (i.e. TIAA-CREF) plans. The Congregation can be designated as a beneficiary of all or a percentage of what remains in these accounts at death.
Some people no longer need the life insurance that was purchased many years ago to provide for children or other family members. If you are in this situation, you could name the Congregation as a full or partial beneficiary, or contingent beneficiary, of the policy.
It is easy to contribute stock and mutual fund shares to our Congregation. Tax savings generated by a gift of stock or mutual fund shares can dramatically reduce your cost of giving on a tax-adjusted basis.
Life Income Gifts
Charitable Gift Annuities (through the UUA)
A Charitable Gift Annuity is an arrangement whereby you contribute cash or marketable securities to the UUA, in exchange for the Association's contract to pay one or two people a guaranteed income for life. Afterwards, our Congregation will receive the remainder of the assets. Read more ...
Pooled Income Fund (through the UUA)
The Pooled Income Fund combines and invests your gift of cash or marketable securities with the gifts of others, and pays participants a proportionate share of the fund's actual quarterly interest and dividend income. The pooled income fund makes quarterly payments to one or two people for life. Afterwards, the fund distributes the assets to the UUA, which will in turn forward funds to our Congregation. Read More by downloading this pdf from UUA.
Charitable Remainder Trust
A Charitable Remainder Trust is a separately invested, irrevocable trust that you can create using a wide range of assets, including cash, securities, closely held stock, or real property. You then designate a person or persons to receive annual income payments of at least 5%. At the conclusion of the income payments, the remaining trust principal is distributed to our Congregation.
Please take time to watch this video of member perspectives on Planned Giving at UUAA.