Planned giving starts with a conversation ...
Perhaps we'll offer a workshop on money management. Perhaps you are interested in a workshop on wills?
Your Planned Giving Group has many stories and suggestions. We encourage you to speak with your own legal and financial advisors. Planned gifts come from assets not income.
For a Will, the suggested wording to give to our River of Grass UU community would be:
"I give and devise to the River of Grass Unitarian Universalist Congregation, Inc., a Florida not-for-profit corporation, the sum of $____________________."
Recall that an I.R.A. and many financial accounts allows you to name beneficiaries. After children and family, you can name a secondary beneficiary like our River of Grass UU community. You can also give an I.R.A to a charity. A more immediate tax advantage can be obtained by giving through the UUA Pooled Income Fund or a Charitable Gift Annuity through the Unitarian Universalist Association with the River of Grass as beneficiary.
We recommend that before making any decisions you speak with your attorney or tax professionals about your specific situation.
Click here for more resources (books, videos, and online links).
Perhaps we'll offer a workshop on money management. Perhaps you are interested in a workshop on wills?
Your Planned Giving Group has many stories and suggestions. We encourage you to speak with your own legal and financial advisors. Planned gifts come from assets not income.
For a Will, the suggested wording to give to our River of Grass UU community would be:
"I give and devise to the River of Grass Unitarian Universalist Congregation, Inc., a Florida not-for-profit corporation, the sum of $____________________."
Recall that an I.R.A. and many financial accounts allows you to name beneficiaries. After children and family, you can name a secondary beneficiary like our River of Grass UU community. You can also give an I.R.A to a charity. A more immediate tax advantage can be obtained by giving through the UUA Pooled Income Fund or a Charitable Gift Annuity through the Unitarian Universalist Association with the River of Grass as beneficiary.
We recommend that before making any decisions you speak with your attorney or tax professionals about your specific situation.
Click here for more resources (books, videos, and online links).