UUCB Endowments

UUCB Needs your Assistance

Remember Us in your Will or Estate Plan
Your Planned Giving contribution will support the efforts and memories of those that came before us at UUCB

You can leave a long term and lasting legacy to UUCB through a contribution to our UUCB Endowment Fund

Your gift will help others...

Thoughts on Giving

Giving is one of life's great satisfactions, especially when you know that your gifts will improve the lives of others.

As members and friends of UUCB, many of us give of our time, talent and treasure in many different ways. Whether it is volunteer work or making an annual pledge, these are the gifts that maintain the daily operation of our church.

Giving for the Long Term

Planned Giving is a different and important way to be stewards of our great liberal spiritual and religious heritage. These gifts continue to benefit UUCB for many, many years to come.

There are various ways in which you can give:

Gifts
Bequests in your will or Living Trust
Annuities that provide you with lifetime income but benefit the church now.

UUCB's Endowment Fund

To encourage Planned Giving at our church, the Congregation has established a UUCB Endowment Fund to hold gifts and bequests from our members or friends.

Earnings from investments in the Endowment Fund can be spent, but the principal is never touched. Over a long enough period of time, the Endowment Fund can become very substantial, and can provide a large and secure source of income for our church.

Our Endowment Fund has grown in excess of $1.3 million in funds received from past and current members and friends of UUCB.

What can you do?

You can work with a qualified estate planning attorney to establish a gift or bequest, going to UUCB's Endowment Fund now or later. This may require a simple change to your will or Living Trust or establishing a will or detailed estate plan to insure your assets are shared with the those that matter to you.

Do I need an Estate Planning Attorney?

You certainly need an estate plan. An estate plan can be a simple will or a complicated trust. Either can ensure that your assets will benefit those you care about most. Because there can be serious financial decisions to be made and because we cannot provide legal advice, if you have any doubts, we strongly recommend that you consult an estate attorney.

Does this offset the need for giving through our annual pledging program?

It should not. UUCB still needs the ongoing support of all our members and friends to cover the daily, monthly and annual operating expenses. Even though the Endowment Fund earnings help with operating expenses we still need your Annual Pledge.

Ways to Donate

Write a check today and make an immediate donation to the UUCB Endowment Fund
Donate shares of stock
Make a bequest in your will
Transfer assets to a revocable trust with UUCB's Endowment Fund named as a beneficiary
Name the UUCB Endowment Fund the beneficiary of your unused retirement account assets Setup a gift annuity fund which gifts cash or marketable property to the Endowment Fund which are reinvested and you receive a guarantee to be paid a fixed income for life (or for another beneficiary's lifetime)
Contribute to a Pooled Income Fund which pays you an income every year based on the earnings income of the funds you contribute to the Pool.
Gift investment property real estate to the Endowment Fund to avoid capital gains taxes
Establish a Charitable Remainder Trust whereby UUCB's Endowment Fund benefits as you receive a fixed or variable income stream

Can I specify how my gift gets used?

Yes you can but UUCB's Endowment Fund prefers unrestricted gifts. Unrestricted gifts give us more flexibility in management and are prudently invested. Annually the investment income is used for Congregation approved expenses. If you restrict the gift we will likely accept it as long as it supports our mission.

Your donation will encourage others to give and support the UUCB Endowment Fund...

We encourage you to give generously to the Endowment Fund. If you supply our Endowment Committee with limited information on your bequest or intentions in your will or trust, this will allow us to encourage more participation. Of course, if you prefer a private donation, we will also honor your wishes.

More Information:

Visit the UUA website at www.uua.org/giving/giftplans/index.html
Contact a member of the Endowment Committee: Sara Roberts, Anne Greenwood