Legacy Fund History
The UUMAN Legacy Fund began with a generous bequest from Rev. Cynthia Prescott in March 2017. We are very grateful to Rev. Prescott for starting us on this journey.
The UUMAN Legacy Society recognizes those members who have made a significant (over $1000) charitable bequest in their wills or other estate planning documents. A plaque showing the names of these donors will always have an honored place in the sanctuary vestibule.
Special thanks is given to Legacy Society Charter Members, who made this gift during the initial campaign for the Fund (through October 2018).
Legacy Fund Basics
What is a Legacy Fund?
You can think of it as a permanent savings account. Only some portion of the annual interest from the fund can be used so that it continues to grow. The principle is not touched except under guidelines established by the Board of Trustees. Some organizations call it an endowment fund.
What is the purpose of the Legacy Fund?
Over time the interest that comes from this kind of endowment can support the stability of a church in good and difficult financial times and help it grow and continue to serve its congregation and the community. It can also support grants or scholarships approved by the Board of Trustees.
Contributing to the UUMAN Legacy Fund gives you the opportunity to make sure the support and benefits you’ve received are continued and enhanced for those that follow you. It is also a way to leave a personal legacy for future generations that reflects your ideals and values at UUMAN and in the world.
What types of Gifts are accepted?
There is a way of giving that fits every purpose and we are ready to answer any questions you may have. UUMAN has established guidelines about gift acceptance and there are two basic ways of giving either through bequest (upon a donor’s death through legal estate documents) or a living gift (made during the lifetime of the donor)
It is quite easy to create a change (codicil or amendment) to your estate documents to include the UUMAN Legacy Fund as a beneficiary. Click here for a sample codicil example.
By putting this change into force for a minimum of $1000 and notifying the UUMAN Endowment Committee, you are eligible to become a member of the UUMAN Legacy Society. Membership is totally optional and based on your preference for recognition of this charitable gift.
Gifts may qualify for special tax treatment. We strongly encourage you to discuss these changes with your financial/legal advisers.
We thank you in advance for considering this gift. To get started now or if you have questions email firstname.lastname@example.org.