A wide range of giving opportunities fit under the planned giving umbrella, including charitable bequests, life income gift arrangements such as charitable remainder trusts and gift annuities, gifts of real estate and gifts that use retirement and insurance plan benefits.
In return for a planned gift, donors and their families may receive important estate and income tax benefits or an attractive annual income stream for their life or the life of a secondary beneficiary.
Most planned gifts are deferred, meaning UUSGU will enjoy the financial benefits after the donor dies. Often a planned gift is the largest single gift donors will ever make.
For information or to discuss legacy gifts, please contact our Treasurer.