Unitarian Universalist Congregation of Rockville, Maryland

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Planned Giving: Building an Endowment for UUCR

Introduction

By Roger Estep, Planned Giving Chair

I am very pleased to report that the Planned Giving Committee, recently established by the Board of Trustees, is now actively encouraging UUCR members and friends to build a generous endowment fund for UUCR. Legacy gifts—through wills, special gifts to the endowment fund, or through other arrangements—are a wonderful opportunity for those who wish to make a commitment to the future of our liberal religious faith and to UUCR. One of the most common ways to leave a legacy gift is through a bequest in your will. If / when you make provisions for UUCR in your estate plans, please let our church administrator, Lisa Cote, know.

Bequests through wills are not the only way you can make a legacy gift to UUCR. For example, there are ways that you can use your savings to provide you—and your loved ones--with an assured income, with the residual value coming to UUCR as you specify. During the coming year you will be seeing educational materials in Quest about a variety of ways planned giving can take place. As you read these articles, please think carefully about how you possibly might make a legacy gift, a contribution of a lifetime, to UUCR.

Contributors make donations on their own terms in accordance with arrangements made through their personal legal advisers. But the Planned Giving Committee has resources to guide you, as does the UUA. Please feel free to contact any of the members of the committee for more information: Judy Plumb, Len Cohen, Roger Estep (Chair), David Lorms, Donald Plumb, Marie Reed, and Roald Schrack.

Mission Statement

The Planned Giving Committee's mission is to build a generous endowment fund to advance the vision, values and voice of our UUCR community and the strength of our liberal religion in the future.

Quick Guide to Financial Contributions to UUCR

By Kent Hancock, Chair, Finance Committee

You have read about the newly-reformulated Planned Giving Committee. You have probably heard about the new Capital Campaign to furnish our new sanctuary. And you undoubtedly know about the annual canvass for our Operating Budget. To help you keep these efforts in perspective, here’s a simple outline of these three vital funding-raising efforts:

 

1. Annual pledges to the operating budget. Every spring all members and friends are canvassed and asked to make a pledge to contribute to the operations of the church, covering things like salaries, utilities, office supplies, programming, maintenance. These are usually paid out of your cash flow.

2. Special capital campaigns. Once in a while, members and friends are asked to make special contributions to support a specific major capital project. Capital campaign contributions generally come out of savings, are a “stretch,” and may be paid over a specified time period—e.g., 3 to 5 years.

3. Planned giving. Planned giving is an on-going fundraising effort to assure a permanent endowment to the future of UUCR and our liberal religion. This type of giving can take a number of forms—bequests in wills, life income arrangements (trusts, gift annuities, pooled income funds), and transfers of not readily marketable assets. Planned giving is on your schedule, not the church’s.

If you have any questions on the various types of giving, please contact Kent Hancock, Finance Committee Chair, Charlie Eisenhauer Capital Campaign Chair, or Roger Estep, Planned Giving Chair. And many, many thanks to all of you who give so generously of your time, talents, and financial resources to our beloved church community!

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