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Higher Charitable Gift Annuity Rates!

Increase your retirement income and shape the Unitarian Universalist Association’s future with a charitable gift annuity. Good news: the gift annuity rates are now the highest they’ve been in years. How It Works With a charitable gift annuity, you make a donation... Read More

Make a Gift Tax-Free With An IRA

A Tax-Saving Way to Help the Unitarian Universalist Association

If you are 70½ years old or older, you can take advantage of a simple way to benefit the Unitarian Universalist Association and receive tax benefits in return. You can give up to $100,000 from your IRA directly to a qualified charity such as... Read More

Why Estate Planning Is for Everyone

Estate plans and legacy gifts often seem like the realm of the ultra-wealthy—it’s easy to see why some people would need to put together a plan for how they want their significant assets to be divided up. It’s less clear why the... Read More

Your Will: Overhaul vs. Update

If there is one thing we can count on in life, it’s change. Because change occurs in our lives all the time, it’s important to keep estate plans up to date. But how do you know which situations simply require updating your existing will... Read More

Have You Notified Your Beneficiaries of Your Gift?

Naming a loved one or favorite charity such as the Unitarian Universalist Association as a beneficiary of a life insurance policy or retirement plan assets is a heartfelt way to show you care. Be sure to go one step further and notify those beneficiaries of the choices... Read More