Planned Giving begins with the desire to leave a legacy for your family and community: to embrace our mission into perpetuity. Legacy giving can be as simple as leaving instructions in your will or adding a beneficiary to a life insurance policy or retirement account. You don’t have to be a millionaire to make a difference! Bequests are valued for their intent, not for their size.
Our members and friends contribute to our Mission in varied ways – through gifts of time, talent, and treasure. Each of these plays a vital role in the vibrant life of our congregation. Many may not have thought about legacy giving: gifts to our Endowment Fund or our Reserve Fund that will last beyond a lifetime. (If you have already included UUCFM in your will or estate, please let us know.)
An excellent way for you to support UUCFM's mission is to leave us a bequest in your will, living trust or with a codicil.
One significant benefit of making a legacy gift by bequest is that it allows you to continue to use the property you will leave to charity during your life. Giving can be done either directly or through one of several gift models, below, that can provide tax benefits and even income.
Our Endowment Fund and Reserve Fund
The Endowment Fund and Reserve Fund make it easier for planned giving. When arranging an estate gift to UUCFM, we advise you to contact your attorney and/or financial advisor. The tax identification number for UUCFM is 59-1160337.
BEQUEST: You designate UUCFM EF or UUCFM RF as the beneficiary of your asset by will, trust or beneficiary designation form.
IRA ROLLOVER: Congress enacted a permanent extension of the IRA Charitable Rollover. As a result, you can make an IRA rollover gift in 2017 and beyond.
BENEFICIARY DESIGNATION GIFTS: You can designate UUCFM EF or UUCFM RF as a beneficiary of a retirement, investment or bank account or your life insurance policy.
CHARITABLE REMAINDER UNITRUST: You transfer your cash or appreciated property to fund a charitable remainder unitrust. The trust sells your property tax free and provides you with income for life or a term of years.
CHARITABLE REMAINDER ANNUITY TRUST: You transfer your cash or appreciated property to fund a charitable remainder annuity trust. The trust sells your property tax free and provides you with fixed income for life or a term of years.
CHARITABLE LEAD TRUST: You fund a trust that makes gifts to UUCFM EF or UUCFM RF for a number of years. Your family receives the trust remainder at substantial tax savings.
THANK YOU for exploring Planned Giving options to support our faith community into the future. Please contact any member of the Endowment Fund Committee or the Finance Council to request guidance or resources.
All discussions are confidential.
A community grows great when elders plant trees whose shade they know they shall never sit in.