Planned Giving FAQ

What are my options for giving?

There are many ways to make planned gifts. Some of the most common choices are listed below.

Is this only for wealthy people with complex estates?

No. Small gifts are as welcome as large gifts. All gifts are a statement of belief in our principles, and are appreciated and respected.

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. It ensures that your assets will benefit those you care about most. Because there can be serious financial consequences, and because we cannot provide legal advice, if you have any doubts, we strongly recommend that you consult a responsible professional.

Can I specify how my gift gets used?

Yes, but ... UUCPA will welcome gifts earmarked for special purposes, as long as that purpose is aligned with the general purposes of the church. Such gifts are said to be restricted. As you can understand, unrestricted gifts provide us with greater flexibility, and are preferred. But we will never decline restricted gifts that support our mission.

What happens to unrestricted gifts?>

All unrestricted gifts are transferred to the UUCPA Endowment Fund, where they are prudently invested. The investment income can then be used for Board-approved facilities or activities that promote the long-term well being of the church.

Does this offset the need for pledging?

Absolutely not. The Endowment Fund can not be used for operating expenses, including regular maintenance.

Why do we have all these restrictions?

In most cases, people who make planned gifts have worked hard for what they have and want to leave a legacy. They give willingly, but want to know that their gifts will have a lasting impact. Protecting the principal and using earnings wisely will encourage generosity and promote a culture of giving within the church.

How can I get more information?

For information about UUA plans
Contact: Dick Duda

Unitarian Universalist Church of Palo Alto