Guide to Legacy Giving and Endowments

YOUR GIFT CAN PROPEL OUR LEGACY OF “LOVE IN ACTION” INTO THE FUTURE

When you support our endowment fund through gifts of stock, bequests in your will, beneficiary designations on your retirement plans, or even gifts of real estate and other complex assets, you are helping pave the way for UUCB’s long-term stability to continue to be a home to members and a service to others.

Our Legacy Giving Committee can work with you and your advisors to structure endowment gifts that meet your own estate planning and tax objectives. Contact the committee chair, Cliff Rugg. Email

3 “WIN-WIN” WAYS TO CONTRIBUTE

1. Outright gifts of cash, real estate, or personal property can make a very personal addition to UUCB’s future. A gift of appreciated stock can avoid capital gains taxes*, especially if held for many years with a low basis.

2. Qualified Charitable Distribution (QCD) For retired folks 70½ years of age, a QCD is a great way to give. Each dollar up to $100,000 per year can count towards your required minimum distribution (RMD) tax-free*. RMD’s are otherwise taxed as income. An annual QCD also creates a firm footing for our church.

3. Bequest naming UUCB as a beneficiary of any part of your estate or retirement account, savings account, life insurance, or annuity can also help avoid estate and capital gain taxes*.

* Consult your tax advisor.

Download These Helpful Documents

Ways to Give to UUCB’s Future  PDF Download

Pamphlet: Planning Our Future at UUCB  PDF Download