Congregational Planned Giving Resources
The Office of Legacy gifts assist individuals in completing gifts that provide donors with income (gift annuities, pooled income gift fund, charitable trusts). We explain how the gifts work and provide donor prospects with full information about investment performance, income stream, tax benefits, and so on.
Congregational Fundraising Services helps congregations make a plan, set goals, identify prospects, and ask for bequests and other contributions.
Congregational Guides
- Planned Giving: A Guide for UU Congregations (PDF, 22 pages)
- Endowment Fund Guide for UU Congregations (PDF, 49 pages)
Ordering Planned Giving Brochures
The Association’s Office of Legacy gifts has free resources for your congregation’s program. Many of these resources are available online and can be found in the brochures section. Congregations can also place an online order if they would like any of these materials in bulk (a printable order form is also available).
- Printable Order Form (PDF, 2 pages)
- Brochure and Booklet Online Order Form
For more information contact giftplans @ uua.org.
Last updated on Friday, April 18, 2008.
