Planned Giving

balance_heart_financeA wide range of giving opportunities fit under the planned giving umbrella, including charitable bequests, life income gift arrangements such as charitable remainder trusts and gift annuities, gifts of real estate and gifts that use retirement and insurance plan benefits.

In return for a planned gift, donors and their families may receive important estate and income tax benefits or an attractive annual income stream for their life or the life of a secondary beneficiary.

Most planned gifts are deferred, meaning your congregation, the Unitarian Universalist Association (UUA) or other Unitarian Universalist (UU) entity will enjoy the financial benefits after the donor dies. Often a planned gift is the largest single gift donors will ever make.

Learn more about how planned giving may work for you and the UU entities you love:

  • Gifts by Will: how to make a gift by will
  • Non-cash gifts: retirement plans; life insurance; real estate
  • Life Income Gifts: charitable gift annuities; pooled income fund; charitable remainder trusts
  • FAQ: Frequently Asked Questions
  • Brochures and Booklets: planned giving publications
  • Congregational Resources: guides for congregations