Planned Giving begins with the desire to leave a legacy for your family and community: to embrace our mission into perpetuity. Legacy giving can be as simple as leaving instructions in your will or adding a beneficiary to a life insurance policy or retirement account. You don’t have to be a millionaire to make a difference! Bequests are valued for their intent, not for their size.
Our members and friends contribute to our Mission in varied ways – through gifts of time, talent, and treasure. Each of these plays a vital role in the vibrant life of our congregation. Many may not have thought about legacy giving: gifts to our Endowment Fund or our Reserve Fund that will last beyond a lifetime. (If you have already included UUCFM in your will or estate, please let us know.)
An excellent way for you to support UUCFM's mission is to leave us a bequest in your will, living trust or with a codicil.
One significant benefit of making a legacy gift by bequest is that it allows you to continue to use the property you will leave to charity during your life. Giving can be done either directly or through one of several gift models, below, that can provide tax benefits and even income.
Our Endowment Fund and Reserve Fund
The Endowment Fund and Reserve Fund make it easier for planned giving. When arranging an estate gift to UUCFM, we advise you to contact your attorney and/or financial advisor. The tax identification number for UUCFM is 59-1160337.
THANK YOU for exploring Planned Giving options to support our faith community into the future. Please contact any member of the Endowment Fund Committee or the Finance Council to request guidance or resources.
All discussions are confidential.
A community grows great when elders plant trees whose shade they know they shall never sit in.