Legacy Giving Options to Support Bradford UU
If Unitarian Universalism is like family to you, include it in your will. Whether you are writing your first will or updating an existing one, we hope you’ll include a gift for our congregation, the Unitarian Universalist Association, or other UU organizations in your plans. In a world where hate and oppression make claim to religious truth, Unitarian Universalism offers love, democracy, and compassionate justice. A bequest will bring you joy and will strengthen and extend our faith.
You don’t have to be a millionaire to make a difference in the world. Bequests are for everyone and anyone. They are both sensible and simple gifts. A charitable bequest allows you to be a Unitarian Universalist philanthropist and keep your financial options open.
You can use your will to give a specific dollar amount, a percentage of your estate, or a specific item, such as real estate, a boat, artwork, the family silver, copyright or royalty income, or savings bonds. Whatever you wish to give, we want to make it easy. Sample bequest language is included in this brochure for you to share with your attorney.
Bequests and other estate gifts come in all shapes and sizes and are as different as the people who create them. Some bequests are unrestricted, given for general purposes; the UUA or our congregation can put these gifts to use where they are most needed.
Some bequests are restricted, given for very specific purposes, such as the permanent endowment, building maintenance or a long-term project. The UU Church of Stockton welcomes gifts towards our endowment, operating expenses, buildings and grounds, and youth and young adult programs. We are happy to discuss options with you.
All people can make a meaningful gift to Unitarian Universalism in their will. Regardless of the amount, your bequest is a statement of faith. Faith that our Unitarian Universalist congregation and its voice for compassionate justice and religious freedom are important now—and will be important long after we are gone.
And when you demonstrate that you care enough about Unitarian Universalism to support its future, others will follow your generous example.
A trust document is created during your lifetime, with a “pour-over” will to designate which assets are to be placed in a trust with the income paid to specific individuals for their lifetimes. Upon the death of the last income recipient, or after a term of a specified number of years, the trust terminates and assets are transferred to the congregation, completing your gift.
“Emerson said, ‘We are not born free, but with a mortgage.’ We need to recognize what we owe to the past. Unitarian Universalism has been a guiding influence in our lives and we are happy we can repay part of that debt. We want to secure this important resource for future generations.”
Sample Bequest Language
Please share the following suggested bequest language with your attorney to assist in drafting a will or codicil or to designate your congregation, the UUA, and other UU entities as a beneficiary of your estate. If the suggested language does not suit your needs, the UUA Legacy Office team can help you craft the language you need to achieve your charitable estate goals.
Unrestricted GiftI give to the Unitarian Universalist Church of Stockton, IL, [___% of my estate or the sum of $________] for its general purposes.
Restricted GiftI give to the Unitarian Universalist Church of Stockton, IL , [___ percent of my estate or the sum of $________] to be used for [stated purpose]. If at any time in the judgment of the organization’s board of trustees it is deemed impossible or impracticable to carry out the above purpose, said trustees shall determine a purpose as near as possible to that description above.
Beneficiary DesignationConsider naming our congregation, the UUA, or other UU entities as the beneficiary of your existing account in a donor advised fund, a retirement plan, IRA account, or a life insurance policy.
For More Information
Please feel free to contact your finance team, the minister and/or the UUA’s Office of Legacy Gifts at (888) 792-5885 or firstname.lastname@example.org for more information about direct contributions of qualified IRA assets or about other planned gifts.
As with any substantial gift, we recommend that you consult your tax professionals.
UUA Office of Legacy Gifts
25 Beacon Street
Boston, MA 02108-2800