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Important Tax Information

Did you know that each thank you note we send to you following your donation includes important tax-receipt information for use when you file your taxes?

If you would like to request another copy of tax-receipts for your donations to the Unitarian Universalist Association (UUA) during the last calendar year, please email us at giftinfo@uua.org or call us toll free at 1-888-792-5885.

For those of you who have a Charitable Gift Annuity, participate in our Pooled Income Fund, or have a Charitable Remainder Trust, you will receive your tax information letters from State Street Bank according to the schedule below:

  • Charitable Gift Annuity: Letters will be mailed to you no later than January 31st.
  • Pooled Income Fund: Letters will be mailed to you no later than February 28th.
  • Charitable Remainder Trust: Letters will be mailed to you no later than February 28th.

If your letters from State Street Bank do not arrive in a timely fashion, please call us. The toll free number for the UUA Office of Legacy Gifts is 1-888-792-5885.

Last updated on Monday, January 26, 2009.

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