Planned Giving Services to Congregations
How can I set up a planned giving program for my
congregation?
The Office of Charitable Gift and Estate Planning can advise your
Board, Endowment Committee, or other group at your church as how
you can best use our services to promote planned giving in your
congregation.
• Elements of a Successful Planned Giving Program Article
Can my Life Income Gift benefit my congregation?
Donors may make Life Income Gifts (such as a Charitable Gift Annuity
or Pooled Income Fund Gift) through us here at the UUA's Office
of Charitable Gift and Estate Planning to benefit their congregation.
There is no fee for this service.
• More info on Life Income Gifts
How can I publicize planned giving at my congregation?
We have two standard articles about planned giving and we encourage
you to cut and paste them right from the web site to include in
your local newsletter.
• Articles about planned giving for your newsletter
Are there brochures I can distribute to members
of my congregation?
We also have a number of different kind of brochures your can buy
to promote bequests, life income gifts, and other kinds of planned
giving in your congregation.
• Order planned giving brochures online
What are other congregations doing to promote planned
giving?
Find out by joining the UUA's Planned Giving email list serve. The
goal of the mailing list is to broaden the planned giving resources
available to volunteers in UU congregations and other organizations
affiliated with the Unitarian Universalist Association, through
the exchange of ideas and information among participants. The list
is administered by the UUA gift planning team and is open to all
who wish to participate.
• Sign
up for the UU-plannedgiving email list serve
What if I have other questions about other kinds
of fundraising in my congregation?
For more information about fundraising at your congregation in general,
you can also contact:
Wayne Clark, Director
UUA Office of Congregational
Fundraising
wclark@uua.org
(207) 829-4550
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