Resources for Professional Advisors
In your work as a professional advisor, you value professionalism, integrity and honesty, taking the utmost care when serving your clients. As a nonprofit organization, we share your values and take the same care when it comes to helping our donors plan charitable gifts to the Unitarian Universalist Association. Please use these tools as you help your clients with their charitable plans, and feel free to contact us for more information or assistance.
Tools for Professional Advisors
Legal name: the Unitarian Universalist Association
Federal tax ID number: 04-2103733
Located in: 24 Farnsworth St. Boston, MA 02210-1409
See the Benefits Today
Provide your clients with a free, no-obligation illustration of their gifts to the UUA with our Gift Illustrator tool. Instantly calculate deductions, tax savings and other benefits for multiple gift types.
Make a Gift to the UUA in Your Will
If your clients are interested in supporting the UUA with a gift in their wills, we have provided sample bequest language that they can bring to their estate planning attorneys.
Partner With Us
We understand that gifts to charities such as the UUA can be an important part of your clients' overall financial and estate plans. That's why we're committed to working with you to ensure that your clients find the charitable arrangements that best meet their needs. We believe that charitable planning is a process that ideally involves the donor, professional advisors and our gift planning staff—all working together to arrange the best gift possible.
Discover Gifts That Pay
Your payments depend on your age at the time of the donation. If you are younger than 65, we recommend that you learn more about your options and download this FREE guide Plan for Retirement With a Deferred Gift Annuity.