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Planned Giving

Planned Giving offers a variety of meaningful ways to support our congregation through charitable gifts. Planned gifts can be made by anybody – young and old, working or retired – even though your financial means may be modest. They are adaptable for your personal and financial circumstances and needs. These gifts are made today, but they support the future needs of your congregation and Unitarian Universalism. 

Advantages of Planned Giving

A planned gift can be the most significant gift you can make to your congregation. It provides a flexible means of future support to your congregation which you put in place today. You can enjoy the satisfaction of giving something today which provides its benefit in the future.

Some planned gifts provide immediate income tax advantages and possible future savings on estate taxes. Certain gifts provide income to yourself and a family member over time while supporting the Congregation in the future. Planned gift opportunities offer flexible ways of giving as well as income tax and estate tax savings, depending on the type of gift and your financial circumstances. Restrictions do apply to some types of gifts.

Gifts to Consider

a. Retirement Plan Assets:  UTUUC may accept gifts of retirement plan assets. A donor may withdraw assets from his or her retirement plan and donate such assets to the Congregation. In addition, the Congregation encourages donors to consider designating UTUUC as the beneficiary of their retirement plans.

b. Gifts in Trust:  UTUUC may accept gifts in trust. A donor may wish to make gifts via a revocable or living trust or via an irrevocable trust such as a Charitable Remainder Trust or a Charitable Lead Trust.

c. Bequests:  A donor may designate UTUUC as a beneficiary of his or her Will or Living Trust. In so doing, the donor may designate UTUUC as a beneficiary of the donor’s estate upon the donor’s death or at some future date, such as the death of a beneficiary.

d. Remainder Interests in Property: UTUUC may accept a gift of a remainder interest in property, including gifts of remainder interests in a personal residence, farm or vacation property.

e. Bargain Sales : UTUUC may enter into a bargain sale arrangement in instances in which the bargain sale furthers the mission and values of the Congregation. A bargain sale is a sale of property to the Congregation for an amount less than the property’s current fair market value. 

Because tax benefits vary with your specific circumstances, we advise consulting with an attorney, accountant, and/or your financial advisor.

Please consider how you can support UTUUC with a planned gift that is suitable to your needs and charitable objectives.

You can obtain more information about planned gifts by contacting the Planned Giving Team at