Giving Donations

 



Planned Giving  enables you to protect loved ones and loved causes with an organized estate.

Per Heidi email 11/25/24: Here is an overview from UUA

We would like to also include a link to the UUA planned giving page that has an interactive feature.

A note from Jo: – stress Estate Planning gifts go to UUCWNC (not to UUA)

EXAMPLES

San Diego UU – -VERY GOOD Web page >>  https://www.firstuusandiego.org/planned-giving.html

Jefferson WEBSITE the Planned Giving page of this website

also see  UU World : https://www.uuworld.org/articles/gift-future

To see https://plannedgiving.uua.org/

Your Gift Matters
Make a Big Impact With a Future Gift
When you include the Unitarian Universalist Association in your estate plan, your generosity helps us to equip our congregations for health and vitality, to support and train leaders, and to advance Unitarian Universalist values in the world.

Thank you for ensuring that the UUA can impact those we serve well into the future.

To offer a Planing Toolkit refer to UUA’x example: https://plannedgiving.uua.org/planning-toolkit

Personal Estate Planning Kit

This comprehensive estate planning kit will save you time, protect your assets and help you establish your legacy.

View UUA Lesson Book (downloaded Oct 2023) lesson-book
View UUA Record Book (downloaded Oct 2023)  record-book

What to Do in the First 48 Hours When You Lose a Loved One

A guide to provide direction through grief and uncertainty.

View Guide

A Guide to Making Your Will

Direct your assets to the people and causes you care about most. Plus, learn what happens if you don’t have a will.

View Guide

Bequest Language per UUA https://plannedgiving.uua.org/bequest-language

An annual In Memoriam UUCWNC Video > see example here https://plannedgiving.uua.org/in-memoriam-books-and-videos

Federal tax ID number for UUCWNC: INSERT #

Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results.

Thank you for your compassionate generosity.