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Brochures for your Congregation's Planned Giving Program

The Association's Office of Legacy gifts has free brochures and booklets for your congregation's planned giving program. The popular brochures are available in PDF and cover the most common questions and planned gift types. If a constituent is interested in learning more about a specific planned gift arrangement we have small brochure sized booklets available that go into greater depth about specific topic.

Please keep your orders small and only order what you think your congregation will use within a year, as these resources are routinely updated to stay current with the latest trends and IRS codes.

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Brochures Where available, samples are linked in PDF format. Descriptions of all brochures >
Popular Resources			Qty.
Pathway to a Legacy Booklet (18 pages)
Charitable Bequests: Use Your Will to Give To Unitarian Universalism
The UUA Charitable Gift Annuity: A Legacy of Hope
The Pooled Income Fund: Fund a Legacy
Charitable Remainder Trusts
Umbrella Giving
Specific In-depth Booklets			Qty.
Giving Through Life Income Plans
Giving Through Charitable Remainder Trusts
Giving Thought Charitable Lead Trusts
Better Estate Planning
How to Make a Will That Works
Giving Through Retirement Plans
Giving Through Life Insurance
Giving Securities
Giving Real Estate
Comments / Special Instructions:

For more information contact giftplans @ uua.org.

Last updated on Friday, April 18, 2008.