Planned giving is a way to leave a lasting legacy to what matters most in our lives: family, friends and institutions that share our core values.
Planned gifts include gifts created through your will, living trust, retirement plan, or life insurance policy. Also included are giving tools that “pay you back” such as charitable trusts and gift annuities that provide you with an income stream for life. They require some planning ahead and, sometimes, help from a professional adviser. Often a planned gift is the largest single gift donors will ever make.
You can leave a lasting legacy by including Second Unitarian in your plan. Your planned gift may be directed to Second Unitarian in general, or you may direct it specifically toward our Endowment Fund.
Our endowment plan helps ensure the future of Second Unitarian Church by enhancing our mission and promoting Unitarian Universalist principles in the community independently from the annual operating budget. No distributions from the fund will be made until it surpasses $250,000, but we are definitely on our way there!