Planned gifts are usually funded from assets accumulated over a person’s lifetime, rather than from disposable annual income like for an annual campaign, or short-term savings like for a capital campaign.  Most planned gifts are deferred, meaning Summit Unitarian Universalist Fellowship (SUUF) will receive the financial benefits after the donor dies.  They include:

• Naming Summit or the SUUF Endowment Fund (Endowment Fund) as a beneficiary in a will
• Naming Summit or the Endowment Fund as a beneficiary in a living trust
• Naming Summit or the Endowment Fund as a beneficiary on life insurance
• Naming Summit or the Endowment Fund as a beneficiary of a 401(k) or 403(b)
• Naming Summit or the Endowment Fund as the recipient of a charitable rollover from an IRA
• Donating appreciated stock to Summit or the Endowment Fund
• Donating real estate to Summit or the Endowment Fund
• Designating Summit or the Endowment Fund as a beneficiary of a charitable gift annuity
• Establishing a charitable remainder trust with Summit or the Endowment Fund as a beneficiary
• Naming Summit or the Endowment Fund as a contingent beneficiary of any of the above

Return to Planned Giving