FAQs for Planned Giving

What is planned giving?

Planned giving is a thoughtful way of making a charitable donation that helps the church and also helps the donor. It usually is done with long-term benefits in mind.

Why should I make a gift to UUCPA?

People have different reasons for making gifts – to honor a loved one, to express appreciation, or to enable new opportunities. People who make gifts to UUCPA appreciate what this community has meant to them, and want to see our liberal religion endure and thrive.

How can I be sure that my gift will be wisely used?

In most cases, donors 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. Our Board takes such gifts very seriously for the long-term good of UUCPA, and understands that by using these gifts wisely for long-term purposes, we encourage generosity and promote a culture of giving that will sustain us for the future.

Will my gifts be publicly recognized?

Public recognition is currently given for donors who have died and left a bequest to the UUCPA. Their names appear on a recognition panel that is mounted on the patio-side wall of the Fireside Room. We are currently formulating plans for a recognition society for living donors, but we are happy to reflect the donor’s wish for either recognition or anonymity.

What are my options for giving?

There are many ways to make planned gifts, ranging from simply writing a check to setting up a special trust. The best choice depends on your goals. You may wish to consult with your legal and financial advisers on the tax consequences of various forms of giving, such as transferring appreciated property or naming UUCPA as the beneficiary of a retirement account or insurance policy.

Is planned giving only for wealthy people with complex estates?

No. Small gifts are as welcome as large ones. We have received very generous gifts from people of modest means. All gifts are a statement of belief in our principles, and are helpful, appreciated and respected.

Do I need an estate planning attorney?

For significant giving, you certainly need an estate plan. An estate plan can be a will or a trust, simple or complex. 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, we strongly recommend that you consult a responsible professional.

Can I donate real estate or other property?

Yes. However, for gifts or bequests other than cash or publicly traded securities, your proposed gift needs to be approved by the Board. UUCPA reserves the right to decline donations that it judges to be unsuitable.

Can I specify how my gift gets used?

Yes, but ...    UUCPA welcomes gifts earmarked for special purposes, if that purpose is aligned with the general purposes of the church. Such gifts are said to be restricted. Since unrestricted gifts provide us with greater flexibility, they are preferred. But we will gratefully accept restricted gifts that support our mission – see Funds at UUCPA.

Do gifts and bequests offset the need for pledging?

Absolutely not. In general, annual operating expenses are expected to be paid for through pledge fulfillment and other annual income, such as rental income and the proceeds from fundraisers. They are the foundation for keeping the doors open day in and out, year-long.

How can I get more information?

Contact any member of the UUCPA Finance Committee. They can be also be reached through the Office.

 


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