Planned Giving and Our Endowment Fund
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. These planned gifts often require intentional forethought 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 estate plan. Your planned gift may be directed to Second Unitarian in general, or you may direct it specifically toward our Endowment Fund.
Our endowment fund helps ensure the future of Second Unitarian Church by enhancing our mission and promoting Unitarian Universalist principles in the community. The endowment fund expenditures may only be used for limited purposes, and such funds are separate and independent from the annual operating budget. Once certain criteria are met and upon approval by the Board of Trustees and a majority vote of the Congregation, endowment funds may be utilized for the qualifying purposes set forth in the Bylaws.
For more information regarding the criteria to utilize endowment funds, please see Endowment Fund Q & A.
For more information and access to the forms to apply for the endowment funds, please see Forms where you will find “Endowment Fund Distribution Application” and “Endowment Fund Scholarship Application”.