Planned Giving Update

Giving is one of life's great satisfactions, especially when you know that your gifts will improve the lives of others. It is an important way to be stewards of our great liberal religious heritage, much like planting the trees to provide shade for future generations.

The Planned Giving Committee was established in 2016 to encourage and facilitate contributions to UUFC, to manage UUFC Endowment Funds, and to collect and audit funds contributed by members for more immediate projects.

Contributions

Cash or Check

Help support an existing fund or project by placing your contribution in the Sunday collection bowl or "aquarium" at the back of the Sanctuary. Please include your name so that your gift can be acknowledged by the Planned Giving Committee.

Ask a question by email

Managing Endowment Funds

Current Endowment Funds

John and Charmaine (Voss) Kenelly Fund
Restricted, special use fund: earnings provide flowers and plants for the Sanctuary and upkeep of plants throughout the property.

John P and Mary W Grimwade Perpetual Care Fund

Restricted, special use fund: earnings are dedicated to building and grounds maintenance.

Endowment Fund

Unrestricted fund: earnings are used to improve the facilities and services for the benefit of the congregation.

New Endowment Funds

A new endowment fund requires a minimum investment of $20,000.

Start a conversation with the Planned Giving Committee

Stocks and Future Bequests

The donation of investments, such as stocks and annuities, as well as naming UUFC as a beneficiary of insurance policies, retirement account or certificates of deposit

Stocks and Future Bequests

The donation of investments, such as stocks and annuities, as well as naming UUFC as a beneficiary of insurance policies, retirement account or certificates of deposit.

Stock Donation Form

Future Bequest Form

Overseeing Special Projects

Current Special Projects

HVAC Fund
In response to a failing Sanctuary HVAC in July 2017, the Board of Trustees made a special request for financial assistance from members and friends to replace the HVAC. Funds not immediately used have been set aside to pay for the next unit that needs to be replaced.

Here's the current project and financial status

New Special Projects

Any individual, group, committee or the Board of Trustees may sponsor a special project. Examples include "hard" projects such as building additions, equipment, and services as well as "soft" projects like social justice and social action.

Contact a Planned Giving Committee member to help coordinate project plans.