UU-plannedgiving -- Information and resource sharing about planned giving

 

About UU-plannedgiving
English (USA)

Welcome to uu-plannedgiving. This list has been created for Unitarian Universalists involved with planned giving to benefit our liberal religion. This list strives to broaden knowledge of the planned giving resources available to any UU entity, through the exchange of ideas and information among participants. The list is administered by the UUA Legacy Gifts team and is open to all who wish to participate. Postings to the list do not necessarily reflect the views or policies of the Unitarian Universalist Association, and should not be considered legal, tax or accounting advice.

Many UU congregations have developed successful planned giving programs and we hope this list will make it easier for UUs to share their experiences and wisdom with those just getting started. Through uu-plannedgiving, participants may ask questions about creating and maintaining a healthy, full-service planned giving program in a congregation.

Members of the UUA Legacy Gifts staff will post information and ideas to the list from time to time. Marcia Trahan is the Legacy Gifts Administrator and the moderator for this list.

DEFINITION: The simplest definition of a planned gift is any gift that requires extra planning. Planned gifts,sometimes referred to as "deferred gifts," include bequests, contributions that pay donors income for life, and designation of benefits from life insurance and IRA plans. A planned gift is often the most significant contribution people ever make. It's like adding a new member of the family.


FREQUENTLY ASKED QUESTIONS
1. Who participates in the uu-plannedgiving list?

Unitarian Universalists who are serving on a planned giving committee or launching a new Heritage Society, ordained and lay church leaders, those involved in congregational fundraising or endowment building, and professionals in related fields from our UU community.

2. What are some examples of appropriate questions or discussion topics for this list?

--"My congregation is creating a Heritage Society for members who have included a bequest to the congregation in their wills. Does anyone have experience with this, any tips?

--"An elder in our congregation has asked me for more information about charitable gift annuities. Does the UUA have a gift annuity fund that member churches can use?"

--What is Umbrella Giving?

The UUA acts as the spoke of a wheel for UUs who wish to make a planned gift in one quick step. For example, donors may state in their Wills or Trusts that the UUA is the beneficiary of X% of the remainder of my estate, to be distributed among UU entities according to my/our express wishes.

A separate letter of intent delivered to the UUA will detail the distributions to be made to UU entities.

--"We're developing a planned giving brochure for our congregation and would like to see examples of what other churches have created for this purpose."

3. What kinds of postings should be avoided?

--Messages containing confidential information about a particular person, congregation or gift arrangement.
--Messages that are to one person only. Please e-mail them directly.
--Messages that continue an irrelevant or unproductive thread of conversation, such as a joke, a rebuttal, etc.
--Messages on subjects not related to planned giving.
--Messages with attachments (the attachment will be stripped from the message).
--Chain letters, jokes, or other items circulating on the internet.

4. May anyone join the list?

Yes. The list is open to anyone who would like to participate. The moderate screens out "junk" requests to join.

5. What are the guidelines for discussion on the list?

Postings should pertain to planned giving by or for Unitarian Universalists, UU congregations and other UU entities, and Unitarian Universalist Association. Please refer to the UUA guidelines www.uua.org/LISTS/for list administration and conflict resolution. Questions about the administration of the list may be addressed to uu-plannedgiving-owner@uua.org.

6. Can I obtain legal, tax or accounting advice on uu-plannedgiving?

No. Messages to the list should not be considered legal, tax or accounting advice and are not necessarily a reflection of UUA policies or viewpoints. We strongly encourage anyone considering a planned gift to consult with their own advisors.

7. I have a question that involves confidential information-should I post this to the list?

No. We ask that list participants not post information to the list that is of a confidential nature or gives details about a specific individual or donation. If you are posting a question about an existing gift or a potential gift arrangement, please respect the privacy of those involved.

To see the collection of prior postings to the list, visit the UU-plannedgiving Archives. (The current archive is only available to the list members.)

Using UU-plannedgiving
To post a message to all the list members, send email to uu-plannedgiving@lists.uua.org.

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