Giving and Generating Income
Planned giving is a great way to support UUSC while generating income for yourself and your family. Learn how these gifts allow you to achieve both of these goals.
A charitable gift annuity provides fixed payments to you or others you name for life in exchange for your gift of cash or securities.
A deferred gift annuity provides fixed payments to you or others you name for life in exchange for your gift of cash or securities. The payments start on a date you choose that is at least one year after you make the gift.
A charitable remainder unitrust can help you maintain or increase your income while making a significant gift to Unitarian Universalist Service Committee. The charitable remainder unitrust is highly flexible. You can easily make gifts of assets that are not easily converted to cash using the unitrust. If your unitrust grows, your payments will grow too, providing a potential hedge against inflation.
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results.