UUA: Giving & Funding: Marketing Brochures

Marketing Brochures for your Congregation's Planned Giving Program

You may use this form to either order a sample brochure (limit of 1 per subject) or multiple quantities for purchase. They are available at cost for $1 each, except where otherwise noted. All fit in a #10 envelope or a display rack. Your order will be mailed within 10 working days.

For more information, please contact us. Office of Charitable Gift and Estate Planning at 888-792-5885, Fax: 617-725-4979; Email giftplans@uua.org

Name:
Mailing Address:
City:	State:
Postal Code:	Country:
Congregation:	Email:
		Samples (check below)	Purchases (enter quantity)
Fund a Legacy: The UUA Pooled Income Fund Introduces this giving opportuntiy that provides a variable income to one or two people. Reviews details important to prospective donors. Final beneficiaries may be UUA, local congregations, or other UU organizations. (50 cents)
A Legacy of Hope: The UUA Charitable Gift Annuity Revised in 2002! This gift arrangement pays a guaranteed fixed amount to one or two people. Brochure reviews details important to prospective donors. Final benficiaries may be UUA, local congregations, or other UU organizations. (50 cents)
Charitable Gift Annuity vs. Pooled Income Fund New in 2002! This simple brochure charts key features of two gift arrangements that provide a lifetime income to prospective donors. Final beneficiaries may be UUA, local congregations, or other UU organizations. (50 cents)
Pathway to a Legacy This booklet is 20 pages long on 8.5" x 11" glossy paper. It reviews 18 different planned gift arrangements presented with photographs and short narratives. A general introduction to charitable estate planning. ($5.00 each)
Giving Through Charitable Remainder Trusts Basic introduction to trusts, a gifting opportunity for donor prospects who wish to give $100,000 or more to a local UU church and/or the UUA. Summarizes benefits and tax considerations.
Giving Through Life Income Plans Summarizes life income gift arrangements as part of an effective estate plan.
Better Estate Planning General description of estate planning challenges and techniques, including federal gift and estate tax considerations.
Reflecting on Tomorrow Presents nine specific charitable goals and the gift options to accomplish them.
How to Make a Will That Works Answers very practical questions about structuring and revising a will. Touches on the probate process and how to plan for it most effectively.
Use Your Will to Give to Unitarian Universalism Inspiration and suggested bequest language for individuals. Easily adapted for bequests to UU congregations or other affiliated organizations. (50 cents)
Giving Through Life Insurance
Giving Through Retirement Plans
Giving Securities
Giving Real Estate Describe benefits and tax considerations of using these specific assets to make a charitable gift. Each includes Internal Revenue Code citations and narrative examples of gifting options.
In an effort to better address the fundraising needs of our congregations, we would love to hear of your experiences with a planned giving program and/or endowment fund. How long has your program been in place? What are your success stories? What additional resources or programs would you like to see from the UUA? The space below is for any thoughts, stories, or comments you would like to share. We thank you for your feedback and wish you good luck.

Unitarian Universalist Association
25 Beacon St. | Boston, MA 02108 | 617-742-2100