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Foundation

The Foundation is a trust fund which was established in 1982, and operates as an agent of the Fellowship. Its purpose is to receive money, invest, and make grants to strengthen liberal religious causes, in accordance with the stated mission of the Fellowship.



The Foundation

The purpose of the UUFG Foundation is to receive money, invest, and make grants to strengthen liberal religious causes, in accordance with the stated mission of the Fellowship.

Five directors who are appointed by the UUFG Governing Board, direct the activities of the Foundation. They may serve for 2 three year rotating terms and all serve without pay or other remuneration.


Current Directors: 2021-2022

Lauren Samuels (Chair)
Cindy Prabst
Jeanne Gossman
Sandra Topp
Tamara Evonne

The Foundation uses the Unitarian Universalist Endowment Fund to manage the UUFG funds. Those funds are used to provide semi-annual grants to congregational groups who apply for funding of projects related to the church. The applications for the grants are announced and any committee or project head can apply for funding.

The UUFG Foundation makes an Annual Report to the Governing Board every spring as to the status of the monies and grants approved for that year.

 
Donations, Bequests, Directed Gifts

What sorts of assets can be donated?

The Foundation accepts gifts or bequests of money, securities and properties.

How are gifts or bequests made to the Foundation?

Simply place a check payable to the UUF Foundation in the collection basket at a Sunday Service. A simple bequest can be written into your will. A trust can be established where the income is available to you during your life with the remainder reverting to the Foundation at your death. Life insurance policies can list the Foundation as the beneficiary. You can work with UUA of Boston on a pooled income fund or charitable gift annuity. The UUF Foundation also has a financial advisor who can be consulted for financial contributions. Please contact a Foundation Director for this information.

How are Directed Gifts handled?

Normally, gifts go into the pooled Foundation fund. If the donor has some particular objective in mind when making a donation, this will be respected if in agreement with the purposes of the Foundation. Please discuss such gifts with the Directors before completing the transfer of assets.

What are some of the occasions that inspire donations to the Foundation?

Gifts are made to celebrate important milestones in the lives of members of the congregation such as births, deaths, honors and awards, memorials, marriages, and anniversaries.

How do I make such a gift?

You should make a check payable to the UUFG Foundation; 4225 NW 34th St. Gainesville, FL 32605. To donate gifts of appreciated securities or other property, contact one of the Directors. You may also wish to consult your attorney.

How is my gift recognized?

All major donors names will be placed on the UUFG Legacy Society Donor Plaque. The person or family you are honoring will also be notified. Letters of acknowledgement will be sent for tax purposes.

 
UUA Charitable Gift & Estate Planning Staff
  • Larry Stritof, Director

Toll free: 1-888-792-5885
Direct line: 617-948-4643
Fax: 617-725-4979

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www.uua.org/giving/giftplans

 
UUA Legacy Society
  • A bequest recognition society for people who have a gift for the UUA in their estate plans, including bequests, trusts, and other deferred gifts.
  • Over 840 Unitarian Universalists are members of the UUA Legacy Society.
  • We honor members at every General Assembly with special events and remember those who have died in a video memorial during one of the plenaries.
  • And we promote the UUA Legacy Society to encourage others to make planned gifts.
 
Bequests from Wills and Trusts

Charitable Bequests

  • Are one of the easiest ways to give.
  • Keep your financial options open during your lifetime.
  • Are not subject to Estate Tax.

Types of Charitable Bequests

  • Unrestricted
    • For general purposes
  • Restricted
    • Campaign Gifts
    • UUA Endowment
    • Any Specific Program or Fund
  • Specific Amount
    "I give $xxx.xx to the UUA."
  • A Specific Percent
    "I give XX% of my estate to the UUA."
  • A Residuary Amount
    "I give xx% of my remaining assets of any kind to the UUA."

Assets you can give by bequest

  • Cash
  • Stock and Mutual Funds
  • Bonds
  • Real Estate
  • Other property of value (jewelry, royalties, art)
 


Copyright © 2012 Unitarian Universalist Fellowship of Gainesville, Florida. All Rights Reserved.
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