Legacy Giving Options

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.

Retirement Plans

Many individuals today have substantial qualified retirement plans such as IRAs, 401(k) plans, or 403(b) plans. The Congregation can be designated as a beneficiary of all or a percentage of what remains in these accounts at death. This is the easiest way to leave a legacy to UUCA, because it does not require changes to your will. Change of Beneficiary forms are typically available online.

Life Insurance

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, partial, or contingent beneficiary of the policy.

Appreciated Securities

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 Gift: Charitable Gift Annuity (through the UUA)

Charitable Gift Annuities (through the Unitarian Universalist Association – UUA)
A Charitable Gift Annuity through the UUA 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 as well as certain tax deductions. Afterwards, our Congregation will receive the remainder of the assets. Read more…

Life Income Gift: 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…

Life Income Gift: Charitable Remainder Trust (through the UUA)

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. Read more…

Your financial and legal advisors can help with the best option for you.