At some point in your life, you are likely to begin thinking about the legacy you want to leave when you die. Providing for future generations means not only leaving money or assets to your children or other loved ones, but also to institutions and causes that you value. It is a great time to make a commitment to the future of our liberal faith.
Planned giving is a wide umbrella that covers many bases:
- An outright gift in a will
- Charitable remainder trusts or gift annuities
- Gifts of insurance or retirement plan benefits
- Donations to the UUA Pooled Income Gift Fund
- Unitrusts or annuity trusts
They all provide now for a gift that will be received later. Various types of planned gifts can give you a current tax deduction, help you avoid long-term capital gains, provide income during your life, and/or decrease estate taxes.
The Unitarian Universalist Association has many resources on planned giving that describe the options available to you.
For a better understanding of how a planned gift might benefit you, please seek the advice of your attorney. For a better understanding of how a planned gift would help secure the future of our church as a resource and inspiration in Rochester, please contact a member of the Endowment Committee.
Members of the congregation are encouraged to leave a bequest of at least five times their annual pledge to the Endowment Fund in their estate plan.
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